2023 Form 5500 filing — United Forming, Inc. 401(K) Psp
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 20241011134928NAL0010985907001) for United Forming, Inc. 401(K) Psp, reported by United Forming, Inc. under EIN 58-1604050 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134928NAL0010985907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Forming, Inc.
- EIN
- 58-1604050
- Plan number
- 001
- Location
- Austell, GA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,741,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,741,373
- Employer contributions
- $261,520
- Participant contributions
- $557,166
- Total income / additions
- $3,233,220
- Benefits paid
- $1,622,681
- Administrative expenses
- $1,410
- Total expenses
- $1,624,091
- Net increase / (decrease)
- $1,609,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,410 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Invesco Funds | NONE | $0 | $0 |
| Vanguard Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Schwab Funds | NONE | $0 | $0 |