2023 Form 5500 filing — Una-Dyn 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 20241015081022NAL0015971619001) for Una-Dyn 401(K) Plan, reported by Universal Dynamics, Inc. under EIN 54-0640047 and plan number 401. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081022NAL0015971619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Dynamics, Inc.
- EIN
- 54-0640047
- Plan number
- 401
- Location
- Fredericksburg, VA
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,171,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,171,475
- Employer contributions
- $206,557
- Participant contributions
- $599,535
- Total income / additions
- $2,005,721
- Benefits paid
- $232,456
- Administrative expenses
- $40,871
- Total expenses
- $273,327
- Net increase / (decrease)
- $1,732,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $20,852 | $0 |
| Capfinancial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $20,018 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |