2023 Form 5500 filing — Unlimited Services, Inc. Retirement Savings 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 20241008112828NAL0016527185001) for Unlimited Services, Inc. Retirement Savings Plan, reported by Unlimited Services Of Wisconsin, Inc. under EIN 39-1417867 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112828NAL0016527185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unlimited Services Of Wisconsin, Inc.
- EIN
- 39-1417867
- Plan number
- 001
- Location
- Oconto, WI
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,828,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,828,681
- Employer contributions
- $220,429
- Participant contributions
- $445,824
- Total income / additions
- $1,467,886
- Benefits paid
- $1,160,402
- Administrative expenses
- $34,531
- Total expenses
- $1,194,933
- Net increase / (decrease)
- $272,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,225 | $0 |
| Johnson Financial Group | INVESTMENT ADVISOR | $13,761 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,651 | not reported in the loaded dataset |
| Peery & Associates, Inc. | CONTRACT ADMIN | $2,500 | not reported in the loaded dataset |