U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (U.M. Fdsp Associates, P.A.)
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.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by U.M. Fdsp Associates, P.A. under EIN 52-1456103 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $9,826,103 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.M. Fdsp Associates, P.A.
- EIN
- 52-1456103
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $9,826,103
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20250408090648NAL0033940658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,826,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,826,103
- Net assets (BOY)
- $9,409,895
Income & contributions
- Employer contributions
- $198,895
- Participant contributions
- $379,092
- Total contributions
- $577,987
- Total income / additions
- $1,867,910
Expenses & distributions
- Benefits paid
- $1,444,892
- Administrative expenses
- $6,810
- Total expenses
- $1,451,702
- Net increase / (decrease)
- $416,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $6,810 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| American Century Investment Managem | NONE | $0 | $0 | 2023 |
| Davis Funds | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Thornburg Funds | NONE | $0 | $0 | 2023 |
| Wells Fargo Funds Trust | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.M. Fdsp Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- American Century Investment Managem — Schedule C compensation
- Davis Funds — Schedule C compensation
- Invesco — Schedule C compensation
- Victory Funds — Schedule C compensation
- Thornburg Funds — Schedule C compensation
- Wells Fargo Funds Trust — Schedule C compensation