2023 Form 5500 filing — Unilock Retirement Plan And Trust (New York)
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 20241015112536NAL0047563280001) for Unilock Retirement Plan And Trust (New York), reported by Unilock New York, Inc. under EIN 98-0103212 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112536NAL0047563280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unilock New York, Inc.
- EIN
- 98-0103212
- Plan number
- 001
- Location
- Brewster, NY
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,100,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,100,660
- Employer contributions
- $898,523
- Participant contributions
- $765,545
- Total income / additions
- $4,249,951
- Benefits paid
- $403,281
- Administrative expenses
- $29,307
- Total expenses
- $440,135
- Net increase / (decrease)
- $3,809,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,505 | $0 |
| Lawley Retirement Advisors | INVESTMENT ADVISORY | $11,173 | $112 |
| Actuarial Benefits Corp. | OTHER SERVICES | $0 | $5,330 |