2023 Form 5500 filing — Uwh Of The Carolinas, Pllc 401(K) Retirement 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 20241010223410NAL0035387824002) for Uwh Of The Carolinas, Pllc 401(K) Retirement Plan, reported by Uwh Of The Carolinas, Pllc under EIN 32-0418835 and plan number 001. It reports 1,522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010223410NAL0035387824002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uwh Of The Carolinas, Pllc
- EIN
- 32-0418835
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 1,522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,485,800
- Total liabilities (EOY)
- $750
- Net assets (EOY)
- $199,485,050
- Employer contributions
- $8,904,520
- Participant contributions
- $7,339,379
- Total income / additions
- $44,547,760
- Benefits paid
- $4,260,307
- Administrative expenses
- $224,092
- Total expenses
- $4,517,026
- Net increase / (decrease)
- $40,030,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Plan Administrator'S Inc. | CONTRACT ADMINISTRATOR | $117,281 | not reported in the loaded dataset |
| Gordon Asset Management | ADVISOR | $73,934 | not reported in the loaded dataset |
| Guardian Wealth Partners Llp | INVESTMENT ADVISOR | $19,334 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $14,543 | $0 |