2023 Form 5500 filing — U.M. Fdsp Associates, P.A. 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 20250408090648NAL0033940658001) for U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan, reported by U.M. Fdsp Associates, P.A. under EIN 52-1456103 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408090648NAL0033940658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.M. Fdsp Associates, P.A.
- EIN
- 52-1456103
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,826,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,826,103
- Employer contributions
- $198,895
- Participant contributions
- $379,092
- Total income / additions
- $1,867,910
- Benefits paid
- $1,444,892
- Administrative expenses
- $6,810
- Total expenses
- $1,451,702
- Net increase / (decrease)
- $416,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $6,810 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| American Century Investment Managem | NONE | $0 | $0 |
| Davis Funds | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Thornburg Funds | NONE | $0 | $0 |
| Wells Fargo Funds Trust | NONE | $0 | $0 |