2023 Form 5500 filing — Universal Products, 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 20240912145906NAL0004524611001) for Universal Products, Inc. 401(K) Profit Sharing Plan, reported by Universal Products, Inc. under EIN 48-0883280 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912145906NAL0004524611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Products, Inc.
- EIN
- 48-0883280
- Plan number
- 001
- Location
- Goddard, KS
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,386,365
- Net assets (EOY)
- $5,386,365
- Employer contributions
- $25,594
- Participant contributions
- $272,314
- Total income / additions
- $1,060,838
- Benefits paid
- $1,156,282
- Administrative expenses
- $33,218
- Total expenses
- $1,189,500
- Net increase / (decrease)
- -$128,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $27,468 | $0 |
| Adams Brown LLC | AUDIT | $5,750 | not reported in the loaded dataset |