Plan5500

United Consulting Group, Ltd. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, United Consulting Group, Ltd. (EIN 58-1881430) is a plan sponsor located in Norcross, GA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1881430
Location
Norcross, GA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Consulting Group, Ltd.

  • 3 loaded plans hold $19.5M in reported assets.
  • The largest, United Consulting Group, Ltd 401(K) Profit Sharing Plan, holds 97% of this company's reported plan assets.
  • Plans cover 599 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.3MSummed across loaded plans$19,343,006
Total reported assets$19.5M$19,513,608
Total reported participants599
Total reported liabilities$170.6K$170,602

Reported net position

Reported assets = net assets + liabilities (summed)$19.5M total assets
Net assets$19.3MLiabilities$170.6K
Contributions & income
Employer contributions$1.4M
Participant contributions$1.1M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.5M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets97%United Consulting Group, Ltd 401(K) Profit Sharing Plan
Participants per plan200Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United Consulting Group, Ltd 401(K) Profit Sharing Plan$19M
    Plan #001 · 209 participants · 2023
  2. 2
    United Consulting Group, Ltd Employee Benefit Plan$556.3K
    Plan #501 · 127 participants · 2023
  3. 3
    United Consulting Group, Ltd. Group Insurance Plannot reported in the loaded dataset
    Plan #502 · 263 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Consulting Group, Ltd.. Open one for its full reported snapshot.

  1. 2023
    United Consulting Group, Ltd 401(K) Profit Sharing Plan209 participants · 2Sch HSch C
    View filing →
  2. 2023
    United Consulting Group, Ltd. Group Insurance Plan263 participants · 2No schedules
    View filing →
  3. 2023
    United Consulting Group, Ltd Employee Benefit Plan127 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Consulting Group, Ltd. report on Form 5500?
United Consulting Group, Ltd. (EIN 58-1881430) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Consulting Group, Ltd.?
The Employer Identification Number (EIN) reported for United Consulting Group, Ltd. is 58-1881430.
What is the latest Form 5500 filing year for United Consulting Group, Ltd.?
The latest loaded Form 5500 filing year for United Consulting Group, Ltd. is 2023.

Related Form 5500 pages