2023 Form 5500 filing — Unified Brands 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 20241011101231NAL0022546113001) for Unified Brands Retirement Savings Plan, reported by Unified Brands Inc. under EIN 36-4199253 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101231NAL0022546113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unified Brands Inc.
- EIN
- 36-4199253
- Plan number
- 001
- Location
- Vicksburg, MS
- Participants
- 643
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,192,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,192,146
- Employer contributions
- $1,644,141
- Participant contributions
- $1,965,605
- Total income / additions
- $6,247,001
- Benefits paid
- $674,683
- Administrative expenses
- $15,688
- Total expenses
- $690,371
- Net increase / (decrease)
- $5,556,630
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $15,688 | $0 |