Plan5500

Uhy Savings Plan — Form 5500 plan (Uhy Advisors, 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, Uhy Savings Plan is a benefit plan reported by Uhy Advisors, Inc. under EIN 36-4272852 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,087 participants and $236,962,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uhy Advisors, Inc.
EIN
36-4272852
Plan number
001
Plan type
2
Location
Farmington Hills, MI
Latest filing year
2023
Participants
2,087
End-of-year plan assets
$236,962,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,087H, C20241014102031NAL0013122275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$236,962,863
Total liabilities (EOY)
$2
Net assets (EOY)
$236,962,861
Net assets (BOY)
$179,209,537

Income & contributions

Employer contributions
$3,218,391
Participant contributions
$17,018,565
Total contributions
$38,160,894
Total income / additions
$72,921,134

Expenses & distributions

Benefits paid
$15,073,127
Administrative expenses
$93,383
Total expenses
$15,167,810
Net increase / (decrease)
$57,753,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$65,820not reported in the loaded dataset2023
Mma SecuritiesADVISOR$41,250not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$13,178$02023

Related Form 5500 pages