2023 Form 5500 filing — United Physicians 401(K) Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716054251NAL0003737552001) for United Physicians 401(K) Plan & Trust, reported by United Physicians, Inc. under EIN 38-3500370 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716054251NAL0003737552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Physicians, Inc.
- EIN
- 38-3500370
- Plan number
- 001
- Location
- Bingham Farms, MI
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,035,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,035,252
- Employer contributions
- $344,036
- Participant contributions
- $1,046,074
- Total income / additions
- $2,855,799
- Benefits paid
- $401,775
- Administrative expenses
- $42,655
- Total expenses
- $444,430
- Net increase / (decrease)
- $2,411,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities, LLC | INVESTMENT/FINANCIAL ADVI | $23,292 | $0 |
| Adp, Inc. | RECORD KEEPER | $19,362 | $0 |