Cny Fertility, Pllc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Cny Fertility, Pllc)
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, Cny Fertility, Pllc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Cny Fertility, Pllc under EIN 94-3220415 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $16,625,046 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.6MPlan net assets, end of year$16,625,046
Participants469Covered participants reported
Assets / participant$35.4KComputed: assets ÷ participants$35,448 (computed)
Provider compensation$41K2 Schedule C provider row(s)$41,041
- Plan sponsor
- Cny Fertility, Pllc
- EIN
- 94-3220415
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20241011143531NAL0044008082001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,625,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,625,046
- Net assets (BOY)
- $13,496,768
Income & contributions
- Employer contributions
- $471,722
- Participant contributions
- $1,499,383
- Total contributions
- $2,231,569
- Total income / additions
- $4,614,239
Expenses & distributions
- Benefits paid
- $1,444,920
- Administrative expenses
- $41,041
- Total expenses
- $1,485,961
- Net increase / (decrease)
- $3,128,278
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $35,629 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,412 | $0 | 2023 |