2023 Form 5500 filing — Unlimited Technology 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 20241007103931NAL0027244528001) for Unlimited Technology 401(K) Plan, reported by Lep Psb Midco LLC under EIN 88-0776329 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007103931NAL0027244528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lep Psb Midco LLC
- EIN
- 88-0776329
- Plan number
- 001
- Location
- Chester Springs, PA
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,311,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,311,587
- Employer contributions
- $591,560
- Participant contributions
- $1,353,481
- Total income / additions
- $3,633,565
- Benefits paid
- $1,104,960
- Administrative expenses
- $39,787
- Total expenses
- $1,144,929
- Net increase / (decrease)
- $2,488,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | OTHERS FEES | $39,787 | $0 |
| Onedigital Topco LLC | OTHERS FEES | $0 | $20,938 |
| Onedigital Investment Advisors | OTHERS FEES | $0 | $15,697 |