2023 Form 5500 filing — Universal Land 401(K) Profit Sharing Plan And Trust
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 20240829130906NAL0013557985001) for Universal Land 401(K) Profit Sharing Plan And Trust, reported by Universal Land Construction Company under EIN 91-0952492 and plan number 004. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829130906NAL0013557985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Land Construction Company
- EIN
- 91-0952492
- Plan number
- 004
- Location
- Woodinville, WA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,013,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,013,539
- Employer contributions
- $437,062
- Participant contributions
- $631,501
- Total income / additions
- $2,917,571
- Benefits paid
- $1,955,559
- Administrative expenses
- $53,626
- Total expenses
- $2,009,185
- Net increase / (decrease)
- $908,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,767 | not reported in the loaded dataset |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $21,859 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |