2023 Form 5500 filing — Universal Technical Resource Services, Inc. 401(K) Profit Sharing 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 20241008133216NAL0009729779001) for Universal Technical Resource Services, Inc. 401(K) Profit Sharing Plan, reported by Universal Technical Resource Services, Inc. under EIN 22-2684542 and plan number 001. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008133216NAL0009729779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Technical Resource Services, Inc.
- EIN
- 22-2684542
- Plan number
- 001
- Location
- Cherry Hill, NJ
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,408,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,408,889
- Employer contributions
- $478,123
- Participant contributions
- $2,889,861
- Total income / additions
- $11,674,717
- Benefits paid
- $3,313,227
- Administrative expenses
- $105,314
- Total expenses
- $3,416,902
- Net increase / (decrease)
- $8,257,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,313 | $0 |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $0 | $52,122 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |