2023 Form 5500 filing — Universal City Nissan Inc. Profit Sharing 401(K) 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 20241011153708NAL0022242929001) for Universal City Nissan Inc. Profit Sharing 401(K) Plan, reported by Universal City Nissan, Inc. under EIN 95-2646410 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011153708NAL0022242929001
Filing year
2023
Form type
3
Plan sponsor
Universal City Nissan, Inc.
EIN
95-2646410
Plan number
001
Location
Beverly Hills, CA
Participants
245
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,242,946
Total liabilities (EOY)
$0
Net assets (EOY)
$2,242,946
Total income / additions
$311,773
Benefits paid
$82,086
Administrative expenses
$23,525
Total expenses
$105,611
Net increase / (decrease)
$206,162
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Retirement SolutionsRECORDKEEPER$13,998$0
Steel Peak Wealth ManagementINVESTMENT ADVISORY PLAN$10,188$0

Related Form 5500 pages