2023 Form 5500 filing — United Disabilities Services Foundation 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 20240905091848NAL0038431728001) for United Disabilities Services Foundation 401(K) Plan, reported by United Disabilities Services Foundation under EIN 26-0504792 and plan number 001. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905091848NAL0038431728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Disabilities Services Foundation
- EIN
- 26-0504792
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,298,837
- Total liabilities (EOY)
- $4,060
- Net assets (EOY)
- $6,294,777
- Employer contributions
- $172,882
- Participant contributions
- $544,417
- Total income / additions
- $1,631,866
- Benefits paid
- $596,774
- Administrative expenses
- $7,882
- Total expenses
- $605,569
- Net increase / (decrease)
- $1,026,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $7,882 | not reported in the loaded dataset |
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |