Upper Cumberland Otolaryngology Clinic, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Upper Cumberland Otolaryngology Clinic, Pc)
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, Upper Cumberland Otolaryngology Clinic, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Upper Cumberland Otolaryngology Clinic, Pc under EIN 62-1718402 and plan number 001. The latest loaded filing year is 2023. The filing reports 54 participants and $3,643,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upper Cumberland Otolaryngology Clinic, Pc
- EIN
- 62-1718402
- Plan number
- 001
- Plan type
- 2
- Location
- Cookeville, TN
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $3,643,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20241001144055NAL0003382131001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,643,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,643,663
- Net assets (BOY)
- $4,735,440
Income & contributions
- Employer contributions
- $80,845
- Participant contributions
- $143,671
- Total income / additions
- $738,365
Expenses & distributions
- Benefits paid
- $1,829,944
- Administrative expenses
- $198
- Total expenses
- $1,830,142
- Net increase / (decrease)
- -$1,091,777
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.