2023 Form 5500 filing — Union Supply Company, Inc. 401(K) Profit Sharing Plan & Trust
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 20241015163903NAL0050489280001) for Union Supply Company, Inc. 401(K) Profit Sharing Plan & Trust, reported by Union Supply Group, Inc. under EIN 33-0464758 and plan number 001. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163903NAL0050489280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Supply Group, Inc.
- EIN
- 33-0464758
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,595,596
- Total liabilities (EOY)
- $113,671
- Net assets (EOY)
- $7,481,925
- Employer contributions
- $179,342
- Participant contributions
- $485,405
- Total income / additions
- $1,781,498
- Benefits paid
- $801,453
- Administrative expenses
- $47,382
- Total expenses
- $931,005
- Net increase / (decrease)
- $850,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lucey Investment Management LLC | NONE | $34,901 | $0 |
| Alerus Financial, N.A. | NONE | $12,480 | $0 |