2023 Form 5500 filing — Ussc 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 20241002094525NAL0004699459001) for Ussc Retirement Plan, reported by Ussc Acquisition Corp. under EIN 47-4495315 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094525NAL0004699459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ussc Acquisition Corp.
- EIN
- 47-4495315
- Plan number
- 001
- Location
- Exton, PA
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,071,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,815
- Employer contributions
- $558,880
- Participant contributions
- $1,090,798
- Total income / additions
- $3,793,157
- Benefits paid
- $447,854
- Administrative expenses
- $63,314
- Total expenses
- $511,168
- Net increase / (decrease)
- $3,281,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $34,995 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $28,319 | not reported in the loaded dataset |