2023 Form 5500 filing — United Companies 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 20241015081509NAL0015975363009) for United Companies 401(K) Plan, reported by Romain Buick, Inc. under EIN 35-1687995 and plan number 001. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081509NAL0015975363009
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Romain Buick, Inc.
- EIN
- 35-1687995
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,622,227
- Net assets (EOY)
- $12,622,227
- Employer contributions
- $265,314
- Participant contributions
- $1,065,667
- Total income / additions
- $3,318,257
- Benefits paid
- $621,268
- Administrative expenses
- $53,690
- Total expenses
- $710,485
- Net increase / (decrease)
- $2,607,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $844,544 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $44,152 | $0 |
| Fifth Third Bank | INVESTMENT ADVISOR | $2,155 | not reported in the loaded dataset |