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, United Physicians 401(K) Plan & Trust is a benefit plan reported by United Physicians, Inc. under EIN 38-3500370 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $11,035,252 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,035,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,035,252
- Net assets (BOY)
- $8,623,883
Income & contributions
- Employer contributions
- $344,036
- Participant contributions
- $1,046,074
- Total contributions
- $1,390,110
- Total income / additions
- $2,855,799
Expenses & distributions
- Benefits paid
- $401,775
- Administrative expenses
- $42,655
- Total expenses
- $444,430
- Net increase / (decrease)
- $2,411,369