2023 Form 5500 filing — Unified Women'S Healthcare, LLC 401(K) Profit Sharing 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 20241011184900NAL0022544209001) for Unified Women'S Healthcare, LLC 401(K) Profit Sharing Plan, reported by Unified Women'S Healthcare, LLC under EIN 26-3930592 and plan number 001. It reports 745 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011184900NAL0022544209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unified Women'S Healthcare, LLC
- EIN
- 26-3930592
- Plan number
- 001
- Location
- Boca Raton, FL
- Participants
- 745
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,403,096
- Total liabilities (EOY)
- $8,461
- Net assets (EOY)
- $37,394,635
- Employer contributions
- $2,135,620
- Participant contributions
- $4,459,764
- Total income / additions
- $11,682,637
- Benefits paid
- $5,033,549
- Administrative expenses
- $112,428
- Total expenses
- $5,153,840
- Net increase / (decrease)
- $6,528,797
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvp Plan Administrators, Inc | CONTRACT ADMINISTRATOR | $85,902 | not reported in the loaded dataset |
| Gordon Asset Management | ADVISOR | $18,750 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $7,566 | $0 |