Nephrology Associates 401(K) Profit Sharing Plan — Form 5500 plan (Yium, Shenouda & Miller Ptrshp)

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, Nephrology Associates 401(K) Profit Sharing Plan is a benefit plan reported by Yium, Shenouda & Miller Ptrshp under EIN 62-1077500 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $18,592,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yium, Shenouda & Miller Ptrshp
EIN
62-1077500
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
292
End-of-year plan assets
$18,592,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20250110100542NAL0007901091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,592,317
Total liabilities (EOY)
$0
Net assets (EOY)
$18,592,317
Net assets (BOY)
$15,648,723

Income & contributions

Employer contributions
$482,249
Participant contributions
$595,998
Total contributions
$1,174,072
Total income / additions
$4,081,632

Expenses & distributions

Benefits paid
$1,035,932
Administrative expenses
$102,106
Total expenses
$1,138,038
Net increase / (decrease)
$2,943,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ftb Advisors, Inc.ADVISORY$26,000not reported in the loaded dataset2023
The Vanguard Group, Inc.CUSTODIAN$17,302not reported in the loaded dataset2023

Related Form 5500 pages