Underhill Partners 401(K) Plan — Form 5500 plan (Underhill Partners)
Plain-English plan 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, Underhill Partners 401(K) Plan is a benefit plan reported by Underhill Partners under EIN 11-2876073 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $15,638,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Underhill Partners
- EIN
- 11-2876073
- Plan number
- 001
- Plan type
- 2
- Location
- Syosset, NY
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $15,638,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20240529150645NAL0012245393001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,638,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,638,414
- Net assets (BOY)
- $12,596,194
Income & contributions
- Employer contributions
- $235,104
- Participant contributions
- $328,922
- Total income / additions
- $3,043,095
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $875
- Total expenses
- $875
- Net increase / (decrease)
- $3,042,220
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.