2023 Form 5500 filing — Uniguest 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 20241009142731NAL0010719667001) for Uniguest 401(K) Profit Sharing Plan, reported by Uniguest, Inc. under EIN 62-1291780 and plan number 001. It reports 340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009142731NAL0010719667001
Filing year
2023
Form type
2
Plan sponsor
Uniguest, Inc.
EIN
62-1291780
Plan number
001
Location
Nashville, TN
Participants
340
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,050,954
Total liabilities (EOY)
$0
Net assets (EOY)
$8,050,954
Employer contributions
$573,763
Participant contributions
$1,102,907
Total income / additions
$3,133,363
Benefits paid
$1,252,904
Administrative expenses
$42,127
Total expenses
$1,295,031
Net increase / (decrease)
$1,838,332
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$27,135$23
Hays Financial GroupNONE$14,993not reported in the loaded dataset

Related Form 5500 pages