2023 Form 5500 filing — United Equities, Inc. 401(K) Profit Sharing Plan & Trust
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 20241010135435NAL0035915520001) for United Equities, Inc. 401(K) Profit Sharing Plan & Trust, reported by United Equities, Inc. under EIN 74-2063938 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010135435NAL0035915520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Equities, Inc.
- EIN
- 74-2063938
- Plan number
- 001
- Location
- Bellaire, TX
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,794,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,794,522
- Employer contributions
- $70,000
- Participant contributions
- $172,686
- Total income / additions
- $1,026,251
- Benefits paid
- $323,679
- Administrative expenses
- $33,809
- Total expenses
- $368,852
- Net increase / (decrease)
- $657,399
- Schedule source
- Schedule I