Uvp Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Uvp Management, LLC (EIN 81-4935409) is a plan sponsor located in Dallas, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-4935409
Location
Dallas, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$76,324,760
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$76,324,760

Contributions & income

Employer contributions
$786,918
Participant contributions
$6,622,555
Total income / additions
$26,594,999

Expenses & distributions

Benefits paid / distributions
$2,300,984
Total expenses
$2,455,425
Net increase / (decrease)
$24,139,574

Coverage

Total reported participants
2,234
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Uvp Management, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Uvp Management, LLC 401(K) Profit Sharing Plan0011,406$76,324,7602023
Uvp Management, LLC Employee Welfare Benefit Plan502828not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Uvp Management, LLC
YearPlanParticipantsSchedulesFiling
2023Uvp Management, LLC Employee Welfare Benefit Plan82820240625151604NAL0005017459001
2023Uvp Management, LLC 401(K) Profit Sharing Plan1,406H, C20241014172703NAL0013686723001

Related Form 5500 pages