2023 Form 5500 filing — Unifirst Retirement Savings 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 20240925093808NAL0019493568001) for Unifirst Retirement Savings Plan, reported by Unifirst Corporation under EIN 04-2103460 and plan number 001. It reports 12,882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925093808NAL0019493568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unifirst Corporation
- EIN
- 04-2103460
- Plan number
- 001
- Location
- Wilmington, MA
- Participants
- 12,882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $510,723,081
- Total liabilities (EOY)
- $1,044,287
- Net assets (EOY)
- $509,678,794
- Employer contributions
- $18,045,017
- Participant contributions
- $23,747,615
- Total income / additions
- $112,776,850
- Benefits paid
- $53,696,039
- Administrative expenses
- $784,612
- Total expenses
- $54,504,593
- Net increase / (decrease)
- $58,272,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $640,441 | $0 |
| Capfinancial Partners, LLC. | CONSULTANT | $107,681 | not reported in the loaded dataset |
| Baker Newman & Noyes LLC | AUDITOR | $28,000 | not reported in the loaded dataset |
| Ogletree, Deakins, Nash, Smoak & St | OTHER | $8,490 | not reported in the loaded dataset |