2023 Form 5500 filing — Usg Management Services Of Florida, Inc. 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 20241007141559NAL0007667299001) for Usg Management Services Of Florida, Inc. 401(K) Plan, reported by Usg Management Services Of Florida, Inc. under EIN 42-1615219 and plan number 001. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007141559NAL0007667299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usg Management Services Of Florida, Inc.
- EIN
- 42-1615219
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,908,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,908,049
- Employer contributions
- $490,414
- Participant contributions
- $1,078,575
- Total income / additions
- $3,801,787
- Benefits paid
- $1,405,937
- Administrative expenses
- $112,475
- Total expenses
- $1,518,412
- Net increase / (decrease)
- $2,283,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $37,061 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $16,233 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,264 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $527 | not reported in the loaded dataset |