2023 Form 5500 filing — Unitek Employees 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 20241014122554NAL0027262289001) for Unitek Employees Retirement Savings Plan, reported by Unitek Acquisition, Inc. under EIN 35-2304123 and plan number 001. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122554NAL0027262289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unitek Acquisition, Inc.
- EIN
- 35-2304123
- Plan number
- 001
- Location
- King Of Prussia, PA
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,379,998
- Net assets (EOY)
- $13,379,998
- Employer contributions
- $203,118
- Participant contributions
- $1,217,697
- Total income / additions
- $3,341,367
- Benefits paid
- $1,436,501
- Administrative expenses
- $78,257
- Total expenses
- $1,533,524
- Net increase / (decrease)
- $1,807,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORD KEEPER | $66,000 | $0 |
| Lion Street Financial, LLC | BROKER | $0 | $31,092 |
| Clearview Financial Partners | INVESTMENT ADVISOR | $12,257 | not reported in the loaded dataset |