2023 Form 5500 filing — The Unico 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 20241001120433NAL0003953267001) for The Unico 401(K) Plan, reported by Unico Properties LLC under EIN 34-2065558 and plan number 002. It reports 435 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001120433NAL0003953267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unico Properties LLC
- EIN
- 34-2065558
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 435
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,082,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,082,036
- Employer contributions
- $1,851,448
- Participant contributions
- $3,450,049
- Total income / additions
- $14,286,262
- Benefits paid
- $3,146,997
- Administrative expenses
- $154,988
- Total expenses
- $3,301,985
- Net increase / (decrease)
- $10,984,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $95,847 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $59,141 | $0 |