U.K.S.M.-W., M.P.A. Tax Deferred Annuity Plan — Form 5500 plan (U.K.S.M.-W. Medical Practice Association)
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, U.K.S.M.-W., M.P.A. Tax Deferred Annuity Plan is a benefit plan reported by U.K.S.M.-W. Medical Practice Association under EIN 48-0805658 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $20,278,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.K.S.M.-W. Medical Practice Association
- EIN
- 48-0805658
- Plan number
- 002
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $20,278,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20250402104602NAL0009634033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,278,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,278,458
- Net assets (BOY)
- $17,313,927
Income & contributions
- Employer contributions
- $874,055
- Participant contributions
- $1,053,739
- Total contributions
- $1,936,625
- Total income / additions
- $4,391,805
Expenses & distributions
- Benefits paid
- $1,423,506
- Administrative expenses
- $3,768
- Total expenses
- $1,427,274
- Net increase / (decrease)
- $2,964,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $52,152 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,768 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.K.S.M.-W. Medical Practice Association
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Principal Securities Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation