Ummh 401(K) Plan — Form 5500 plan (United Methodist Memorial Home)
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, Ummh 401(K) Plan is a benefit plan reported by United Methodist Memorial Home under EIN 35-0877581 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $6,414,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Methodist Memorial Home
- EIN
- 35-0877581
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, IN
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $6,414,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241014114602NAL0044367664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,414,303
- Total liabilities (EOY)
- $10,978
- Net assets (EOY)
- $6,403,325
- Net assets (BOY)
- $6,262,417
Income & contributions
- Employer contributions
- $217,395
- Participant contributions
- $398,987
- Total contributions
- $666,307
- Total income / additions
- $1,781,057
Expenses & distributions
- Benefits paid
- $1,593,658
- Administrative expenses
- $46,491
- Total expenses
- $1,640,149
- Net increase / (decrease)
- $140,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $21,175 | $1,622 | 2023 |
| Lji Wealth Management, LLC | INVESTMENT SERVICES | $15,985 | not reported in the loaded dataset | 2023 |
| American Pension Advisors, Ltd | TPA | $9,331 | not reported in the loaded dataset | 2023 |