2023 Form 5500 filing — United Compost And Organics 401k Profit Sharing 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 20240830103819NAL0026641680001) for United Compost And Organics 401k Profit Sharing Plan, reported by United Compost And Organics under EIN 68-0297783 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830103819NAL0026641680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Compost And Organics
- EIN
- 68-0297783
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,484,554
- Net assets (EOY)
- $6,484,554
- Employer contributions
- $322,439
- Participant contributions
- $597,025
- Total income / additions
- $1,953,741
- Benefits paid
- $1,570,497
- Administrative expenses
- $50,038
- Total expenses
- $1,620,535
- Net increase / (decrease)
- $333,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $29,228 | $0 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY PLAN | $16,764 | not reported in the loaded dataset |
| Edberg Perry LLC | TPA | $4,046 | $0 |