2023 Form 5500 filing — Universal Mental Health Services, Inc. 401(K) Plan
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 20241002101825NAL0004713683001) for Universal Mental Health Services, Inc. 401(K) Plan, reported by Universal Mental Health Services, Inc. under EIN 14-1877453 and plan number 001. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002101825NAL0004713683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Mental Health Services, Inc.
- EIN
- 14-1877453
- Plan number
- 001
- Location
- Lenoir, NC
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,247,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,247,875
- Employer contributions
- $110,942
- Participant contributions
- $231,154
- Total income / additions
- $488,610
- Benefits paid
- $137,762
- Administrative expenses
- $15,746
- Total expenses
- $153,508
- Net increase / (decrease)
- $335,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services, LLC | RECORDKEEPER | $10,206 | not reported in the loaded dataset |
| Nfp Retirement | INVESTMENT ADVISOR | $5,540 | not reported in the loaded dataset |