2023 Form 5500 filing — Cny Fertility, Pllc 401(K) Profit Sharing Plan And 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 20241011143531NAL0044008082001) for Cny Fertility, Pllc 401(K) Profit Sharing Plan And Trust, reported by Cny Fertility, Pllc under EIN 94-3220415 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.6MReported net assets$16,625,046
Participants469
Provider compensation$41K2 Schedule C row(s)$41,041
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011143531NAL0044008082001
- Plan sponsor
- Cny Fertility, Pllc
- EIN
- 94-3220415
- Plan number
- 001
- Location
- Syracuse, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,625,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,625,046
- Employer contributions
- $471,722
- Participant contributions
- $1,499,383
- Total income / additions
- $4,614,239
- Benefits paid
- $1,444,920
- Administrative expenses
- $41,041
- Total expenses
- $1,485,961
- Net increase / (decrease)
- $3,128,278
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $35,629 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,412 | $0 |