2023 Form 5500 filing — Uretek Usa, Inc. Employee Savings & Retirement 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 20240924184121NAL0018160208001) for Uretek Usa, Inc. Employee Savings & Retirement Plan, reported by Uretek Usa, Inc. under EIN 42-1329866 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924184121NAL0018160208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uretek Usa, Inc.
- EIN
- 42-1329866
- Plan number
- 001
- Location
- Tomball, TX
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,244,291
- Total liabilities (EOY)
- $1,262
- Net assets (EOY)
- $7,243,029
- Employer contributions
- $407,542
- Participant contributions
- $620,790
- Total income / additions
- $2,096,466
- Benefits paid
- $1,405,796
- Administrative expenses
- $25,349
- Total expenses
- $1,431,145
- Net increase / (decrease)
- $665,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,978 | $0 |
| Calderwood Financial Strategies Inc | INVESTMENT ADVISOR | $20,110 | $0 |
| Compensation Strategies Group, Ltd. | CONTRACT ADMIN | $4,378 | $2,206 |