Cny Fertility, Pllc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Cny Fertility, 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, Cny Fertility, Pllc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Cny Fertility, Pllc under EIN 94-3220415 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $16,625,046 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.6MPlan net assets, end of year$16,625,046
Participants469Covered participants reported
Assets / participant$35.4KComputed: assets ÷ participants$35,448 (computed)
Provider compensation$41K2 Schedule C provider row(s)$41,041
Plan sponsor
Cny Fertility, Pllc
EIN
94-3220415
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20241011143531NAL0044008082001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$471.7K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$16,625,046
Total liabilities (EOY)
$0
Net assets (EOY)
$16,625,046
Net assets (BOY)
$13,496,768

Income & contributions

Employer contributions
$471,722
Participant contributions
$1,499,383
Total contributions
$2,231,569
Total income / additions
$4,614,239

Expenses & distributions

Benefits paid
$1,444,920
Administrative expenses
$41,041
Total expenses
$1,485,961
Net increase / (decrease)
$3,128,278
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$35,629not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,412$02023

Related Form 5500 pages