2023 Form 5500 filing — Urban Engineering & Associates, Inc. 401(K)
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 20240923141240NAL0011529217001) for Urban Engineering & Associates, Inc. 401(K), reported by Urban Engineering And Associates, Inc. under EIN 54-0976021 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
- 20240923141240NAL0011529217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Urban Engineering And Associates, Inc.
- EIN
- 54-0976021
- Plan number
- 001
- Location
- Annandale, VA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,768,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,768,330
- Employer contributions
- $184,905
- Participant contributions
- $642,284
- Total income / additions
- $2,537,173
- Benefits paid
- $1,091,663
- Administrative expenses
- $46,103
- Total expenses
- $1,137,766
- Net increase / (decrease)
- $1,399,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Potomac Wealth Management | NONE | $29,973 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $16,130 | $0 |