2023 Form 5500 filing — Unisource Solutions, 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 20241008132130NAL0017652033003) for Unisource Solutions, Inc. 401(K) Plan, reported by Unisource Solutions, Inc. under EIN 95-4117599 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008132130NAL0017652033003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unisource Solutions, Inc.
- EIN
- 95-4117599
- Plan number
- 001
- Location
- Pico Rivera, CA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,902,896
- Net assets (EOY)
- $8,902,896
- Employer contributions
- $57,529
- Participant contributions
- $376,598
- Total income / additions
- $1,898,676
- Benefits paid
- $806,612
- Administrative expenses
- $47,794
- Total expenses
- $868,750
- Net increase / (decrease)
- $1,029,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $27,315 | $0 |
| Merrill Lynch Life Agency, Inc. | ADVISOR | $20,479 | not reported in the loaded dataset |