2023 Form 5500 filing — Una'S Nonprofit Retirement Solution
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240430092844NAL0007485955001) for Una'S Nonprofit Retirement Solution, reported by United 401(K) Plans, Inc. Dba Elevate401(K) under EIN 20-5321813 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240430092844NAL0007485955001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United 401(K) Plans, Inc. Dba Elevate401(K)
- EIN
- 20-5321813
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 199
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $987,317
- Net assets (EOY)
- $987,317
- Employer contributions
- $210,192
- Participant contributions
- $478,545
- Total income / additions
- $814,871
- Benefits paid
- $28,845
- Administrative expenses
- $5,115
- Total expenses
- $33,960
- Net increase / (decrease)
- $780,911
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United 401k Plans, Inc. | CONTRACT ADMINISTRATOR | $3,487 | $0 |
| Global Rretirement Partner, LLC | ADVISOR | $1,469 | $0 |