University Pediatricians 401(K) Profit Sharing Plan — Form 5500 plan (University Pediatricians)
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, University Pediatricians 401(K) Profit Sharing Plan is a benefit plan reported by University Pediatricians under EIN 38-3336414 and plan number 002. The latest loaded filing year is 2023. The filing reports 638 participants and $97,175,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Pediatricians
- EIN
- 38-3336414
- Plan number
- 002
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $97,175,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20241009112812NAL0009149139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,175,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,175,194
- Net assets (BOY)
- $78,188,033
Income & contributions
- Employer contributions
- $6,097,871
- Participant contributions
- $3,718,792
- Total contributions
- $10,246,264
- Total income / additions
- $22,547,520
Expenses & distributions
- Benefits paid
- $3,393,380
- Administrative expenses
- $148,456
- Total expenses
- $3,560,359
- Net increase / (decrease)
- $18,987,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $96,892 | $0 | 2023 |
| Flexpath Strategies, LLC | NONE | $37,954 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc. | NONE | $13,393 | not reported in the loaded dataset | 2023 |