2023 Form 5500 filing — Usg Services, LLC 401(K) Profit Sharing 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 20241015100514NAL0016110883002) for Usg Services, LLC 401(K) Profit Sharing Plan, reported by Usg Services, LLC under EIN 45-4658823 and plan number 001. It reports 2,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100514NAL0016110883002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Usg Services, LLC
- EIN
- 45-4658823
- Plan number
- 001
- Location
- Spring Valley, NY
- Participants
- 2,408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,820,535
- Total liabilities (EOY)
- $44,184
- Net assets (EOY)
- $8,776,351
- Employer contributions
- $107,128
- Participant contributions
- $774,673
- Total income / additions
- $1,963,949
- Benefits paid
- $1,151,561
- Administrative expenses
- $68,330
- Total expenses
- $1,254,570
- Net increase / (decrease)
- $709,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $62,688 | $0 |
| Intac Actuarial Services, Inc. | RECORDKEEPER | $28,381 | $4,872 |
| Nationwide | RECORDKEEPER | $15,651 | $390 |
| Intac Actuarial Services, Inc. | RECORDKEEPER | $3,925 | $0 |