2023 Form 5500 filing — Uei Group 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 20241014081817NAL0045292896001) for Uei Group 401(K) Plan, reported by Uei Group Services, Inc. under EIN 87-2488321 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081817NAL0045292896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uei Group Services, Inc.
- EIN
- 87-2488321
- Plan number
- 002
- Location
- Overland Park, KS
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,638,982
- Total liabilities (EOY)
- $30
- Net assets (EOY)
- $16,638,952
- Employer contributions
- $73,786
- Participant contributions
- $553,080
- Total income / additions
- $3,082,350
- Benefits paid
- $768,369
- Administrative expenses
- $58,303
- Total expenses
- $826,672
- Net increase / (decrease)
- $2,255,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors LLC | ADVISOR | $30,101 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,264 | $0 |
| Prime Capital Investment Advisors | INVESTMENT ADVISOR | $6,990 | not reported in the loaded dataset |