Oneida Medical Associates, Pllc 401(K) Plan — Form 5500 plan (Oneida Medical Associates, Pllc)

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, Oneida Medical Associates, Pllc 401(K) Plan is a benefit plan reported by Oneida Medical Associates, Pllc under EIN 16-1560794 and plan number 001. The latest loaded filing year is 2023. The filing reports 21 participants and $6,263,864 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.3MPlan net assets, end of year$6,263,864
Participants21Covered participants reported
Assets / participant$298.3KComputed: assets ÷ participants$298,279 (computed)
Provider compensationNone reported
Plan sponsor
Oneida Medical Associates, Pllc
EIN
16-1560794
Plan number
001
Plan type
2
Location
Oneida, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I20240530111855NAL0026748946001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$174.2K
Benefits paid / distributions$155.4K
Contributions
Employer$89.5K
Participant$101.3K
Full reported line items

Net assets

Total assets (EOY)
$6,263,864
Total liabilities (EOY)
$0
Net assets (EOY)
$6,263,864
Net assets (BOY)
$5,245,835

Income & contributions

Employer contributions
$89,452
Participant contributions
$101,254
Total income / additions
$1,192,245

Expenses & distributions

Benefits paid
$155,403
Administrative expenses
$18,813
Total expenses
$174,216
Net increase / (decrease)
$1,018,029
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages