2023 Form 5500 filing — Universal Strategy Group, Inc. 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 20240919085402NAL0012140290001) for Universal Strategy Group, Inc. 401(K) Plan, reported by Universal Strategy Group, Inc. under EIN 20-8271378 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.8MReported net assets$4,792,354
Participants138
Provider compensation$10.1K1 Schedule C row(s)$10,052
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919085402NAL0012140290001
- Plan sponsor
- Universal Strategy Group, Inc.
- EIN
- 20-8271378
- Plan number
- 001
- Location
- Franklin, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,792,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,792,354
- Employer contributions
- $236,155
- Participant contributions
- $475,919
- Total income / additions
- $1,558,260
- Benefits paid
- $508,524
- Administrative expenses
- $9,308
- Total expenses
- $543,633
- Net increase / (decrease)
- $1,014,627
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employee Fiduciary, LLC | RECORDKEEPER | $9,308 | $744 |