2023 Form 5500 filing — Ungerboeck Systems International, Inc. Profit Sharing 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 20241002124938NAL0008279105001) for Ungerboeck Systems International, Inc. Profit Sharing 401(K) Plan, reported by Ungerboeck Systems International, Inc. under EIN 43-1372405 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002124938NAL0008279105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ungerboeck Systems International, Inc.
- EIN
- 43-1372405
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,887,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,887,420
- Employer contributions
- $1,583,008
- Participant contributions
- $2,825,667
- Total income / additions
- $11,184,108
- Benefits paid
- $2,579,524
- Administrative expenses
- $64,988
- Total expenses
- $2,650,465
- Net increase / (decrease)
- $8,533,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,825 | $0 |
| Hays Companies | ADVISOR | $22,000 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |