2023 Form 5500 filing — Uw Solutions 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 20241010091144NAL0019853969001) for Uw Solutions Retirement Savings Plan, reported by Universal Woods, LLC under EIN 83-3763714 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.8MReported net assets$19,827,431
Participants394
Provider compensation$124.1K2 Schedule C row(s)$124,088
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010091144NAL0019853969001
Plan sponsor
Universal Woods, LLC
EIN
83-3763714
Plan number
001
Location
Louisville, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.8M total assets
Net assets$19.8MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$659.6K
Participant$1.3M
Full reported line items
Total assets (EOY)
$19,827,431
Total liabilities (EOY)
$0
Net assets (EOY)
$19,827,431
Employer contributions
$659,571
Participant contributions
$1,301,907
Total income / additions
$5,050,353
Benefits paid
$3,723,104
Administrative expenses
$88,118
Total expenses
$3,812,509
Net increase / (decrease)
$1,237,844
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $88.1K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $36K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010091144NAL0019853969001 cover?
It is the 2023 Form 5500 filing for Uw Solutions Retirement Savings Plan, reported by Universal Woods, LLC (EIN 83-3763714).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages