Uwh Of Texas, Pllc 401(K) Retirement Plan — Form 5500 plan (Unified Women'S Healthcare Of Texas, Pllc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Uwh Of Texas, Pllc 401(K) Retirement Plan is a benefit plan reported by Unified Women'S Healthcare Of Texas, Pllc under EIN 61-1744250 and plan number 001. The latest loaded filing year is 2023. The filing reports 846 participants and $68,853,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unified Women'S Healthcare Of Texas, Pllc
EIN
61-1744250
Plan number
001
Plan type
2
Location
Boca Raton, FL
Latest filing year
2023
Participants
846
End-of-year plan assets
$68,853,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023846H, C20241011102139NAL0038423296002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,853,991
Net assets (EOY)
$68,853,991
Net assets (BOY)
$43,337,095

Income & contributions

Employer contributions
$4,696,304
Participant contributions
$4,439,326
Total contributions
$19,487,960
Total income / additions
$28,164,171

Expenses & distributions

Benefits paid
$2,535,915
Administrative expenses
$109,806
Total expenses
$2,647,275
Net increase / (decrease)
$25,516,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mvp Plan Administrators, IncCONTRACT ADMINISTRATOR$80,591not reported in the loaded dataset2023
Gordon Asset ManagementINVESTMENT ADVISOR$19,000not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$10,215$02023

Related Form 5500 pages