2023 Form 5500 filing — Universal Industrial Sales 401(K) Retirement Savings 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 20240708183533NAL0007508851001) for Universal Industrial Sales 401(K) Retirement Savings Plan, reported by Universal Industrial Sales Inc under EIN 87-0458991 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708183533NAL0007508851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Industrial Sales Inc
- EIN
- 87-0458991
- Plan number
- 001
- Location
- Lindon, UT
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,088,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,088,756
- Employer contributions
- $240,919
- Participant contributions
- $443,112
- Total income / additions
- $1,668,708
- Benefits paid
- $140,473
- Administrative expenses
- $8,722
- Total expenses
- $161,186
- Net increase / (decrease)
- $1,507,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $15,002 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,145 | not reported in the loaded dataset |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $1,615 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |