2023 Form 5500 filing — Unico Group, Inc. 401(K) 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 20240907053052NAL0001138611001) for Unico Group, Inc. 401(K) Profit Sharing Plan, reported by Unico Group, Inc. under EIN 47-0719624 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240907053052NAL0001138611001
Filing year
2023
Form type
2
Plan sponsor
Unico Group, Inc.
EIN
47-0719624
Plan number
001
Location
Lincoln, NE
Participants
161
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,352,681
Total liabilities (EOY)
$0
Net assets (EOY)
$19,352,681
Employer contributions
$411,793
Participant contributions
$1,131,539
Total income / additions
$4,757,473
Benefits paid
$4,200,735
Administrative expenses
$1,320
Total expenses
$4,202,055
Net increase / (decrease)
$555,418
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ameritas Life InsuranceBUNDLED RECORDKEEPER$1,320$0

Related Form 5500 pages