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 Management, Inc. Employees Profit Sharing Plan And Trust is a benefit plan reported by University Management, Inc. under EIN 64-0657688 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $4,360,759 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,360,759
- Total liabilities (EOY)
- $1,724
- Net assets (EOY)
- $4,359,035
- Net assets (BOY)
- $4,024,867
Income & contributions
- Employer contributions
- $92,474
- Participant contributions
- $373,437
- Total contributions
- $465,911
- Total income / additions
- $1,141,335
Expenses & distributions
- Benefits paid
- $800,461
- Administrative expenses
- $4,982
- Total expenses
- $807,167
- Net increase / (decrease)
- $334,168