2023 Form 5500 filing — Uhy Savings 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 20241014102031NAL0013122275001) for Uhy Savings Plan, reported by Uhy Advisors, Inc. under EIN 36-4272852 and plan number 001. It reports 2,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102031NAL0013122275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uhy Advisors, Inc.
- EIN
- 36-4272852
- Plan number
- 001
- Location
- Farmington Hills, MI
- Participants
- 2,087
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $236,962,863
- Total liabilities (EOY)
- $2
- Net assets (EOY)
- $236,962,861
- Employer contributions
- $3,218,391
- Participant contributions
- $17,018,565
- Total income / additions
- $72,921,134
- Benefits paid
- $15,073,127
- Administrative expenses
- $93,383
- Total expenses
- $15,167,810
- Net increase / (decrease)
- $57,753,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $65,820 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $41,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$13,178 | $0 |