2023 Form 5500 filing — Focus Alaska Pooled Employer 401(K) Plan
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 20240501165937NAL0026623857001) for Focus Alaska Pooled Employer 401(K) Plan, reported by United 401(K) Plans, Inc. under EIN 20-5321813 and plan number 003. It reports 129 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240501165937NAL0026623857001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United 401(K) Plans, Inc.
- EIN
- 20-5321813
- Plan number
- 003
- Location
- Salt Lake City, UT
- Participants
- 129
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,102,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,102,082
- Employer contributions
- $46,195
- Participant contributions
- $172,712
- Total income / additions
- $519,102
- Benefits paid
- $709,749
- Administrative expenses
- $11,034
- Total expenses
- $731,470
- Net increase / (decrease)
- -$212,368
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United 401k Plans, Inc. | CONTRACT ADMINISTRATOR | $7,924 | $0 |
| Global Rretirement Partner, LLC | ADVISOR | $3,110 | $0 |