2023 Form 5500 filing — Ue Management 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 20241015141724NAL0029941409001) for Ue Management 401(K) Plan, reported by Ue Management LLC under EIN 36-4795237 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141724NAL0029941409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ue Management LLC
- EIN
- 36-4795237
- Plan number
- 001
- Location
- Paramus, NJ
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,834,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,834,047
- Employer contributions
- $950,108
- Participant contributions
- $1,453,674
- Total income / additions
- $6,649,794
- Benefits paid
- $2,578,954
- Administrative expenses
- $63,578
- Total expenses
- $2,642,532
- Net increase / (decrease)
- $4,007,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $28,272 | $4,425 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,167 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,465 | $0 |