Ub Family Medicine Inc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ub Family Medicine 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, Ub Family Medicine Inc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ub Family Medicine Inc under EIN 16-1280696 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $19,499,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ub Family Medicine Inc
- EIN
- 16-1280696
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $19,499,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241015104948NAL0055643970001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,499,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,499,447
- Net assets (BOY)
- $17,418,473
Income & contributions
- Employer contributions
- $314,828
- Participant contributions
- $487,440
- Total contributions
- $802,268
- Total income / additions
- $4,387,049
Expenses & distributions
- Benefits paid
- $2,264,552
- Administrative expenses
- $41,523
- Total expenses
- $2,306,075
- Net increase / (decrease)
- $2,080,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trg Advisors Inc | ADVISOR | $26,785 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $13,778 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $100 | $0 | 2023 |