2023 Form 5500 filing — Unified Business Technologies Inc. 401k 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 20241015142748NAL0029974257001) for Unified Business Technologies Inc. 401k Profit Sharing Plan, reported by Unified Business Technologies Inc. under EIN 38-3399677 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142748NAL0029974257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unified Business Technologies Inc.
- EIN
- 38-3399677
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,466,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,466,937
- Employer contributions
- $544,650
- Participant contributions
- $1,001,765
- Total income / additions
- $2,700,427
- Benefits paid
- $384,754
- Administrative expenses
- $86,625
- Total expenses
- $471,379
- Net increase / (decrease)
- $2,229,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,521 | $0 |
| The Mandmarblestone Group LLC | OTHER SERVICES | $18,104 | $2,344 |
| S B H U Life Agency Inc. | OTHER SERVICES | $0 | $16,084 |