Upstate New York Transplant Services, Inc. (Unyts) 401k Profit Sharing Plan — Form 5500 plan (Upstate New York Transplant Services, Inc)

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, Upstate New York Transplant Services, Inc. (Unyts) 401k Profit Sharing Plan is a benefit plan reported by Upstate New York Transplant Services, Inc under EIN 16-1172453 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $8,204,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upstate New York Transplant Services, Inc
EIN
16-1172453
Plan number
001
Plan type
2
Location
Williamsville, NY
Latest filing year
2023
Participants
265
End-of-year plan assets
$8,204,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241015113738NAL0014502803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,204,954
Total liabilities (EOY)
$0
Net assets (EOY)
$8,204,954
Net assets (BOY)
$7,607,286

Income & contributions

Employer contributions
$270,947
Participant contributions
$460,147
Total contributions
$748,243
Total income / additions
$2,106,892

Expenses & distributions

Benefits paid
$1,475,216
Administrative expenses
$33,232
Total expenses
$1,509,224
Net increase / (decrease)
$597,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EquitableRECORD KEEPER$33,232$18,0582023

Related Form 5500 pages