Usdm Life Sciences 401(K) Savings Plan — Form 5500 plan (Us Data Management, LLC Dba Usdm Life Sciences)

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, Usdm Life Sciences 401(K) Savings Plan is a benefit plan reported by Us Data Management, LLC Dba Usdm Life Sciences under EIN 77-0543352 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $11,965,405 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Us Data Management, LLC Dba Usdm Life Sciences
EIN
77-0543352
Plan number
001
Plan type
2
Location
Santa Barbara, CA
Latest filing year
2023
Participants
219
End-of-year plan assets
$11,965,405

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241010092902NAL0020755825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,965,405
Total liabilities (EOY)
$0
Net assets (EOY)
$11,965,405
Net assets (BOY)
$9,347,869

Income & contributions

Employer contributions
$96,642
Participant contributions
$1,839,029
Total contributions
$2,031,387
Total income / additions
$3,782,658

Expenses & distributions

Benefits paid
$1,121,830
Administrative expenses
$43,292
Total expenses
$1,165,122
Net increase / (decrease)
$2,617,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,305$02023
Actuarial Benefits CorporationCONSULTING$0$27,4962023

Related Form 5500 pages