2023 Form 5500 filing — Universal Engineering Sciences 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 20241015170940NAL0015143811001) for Universal Engineering Sciences 401(K) Plan, reported by Universal Engineering Sciences, LLC under EIN 59-1117804 and plan number 001. It reports 2,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170940NAL0015143811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Engineering Sciences, LLC
- EIN
- 59-1117804
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 2,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,801,565
- Total liabilities (EOY)
- $157
- Net assets (EOY)
- $116,801,408
- Employer contributions
- $6,589,277
- Participant contributions
- $10,599,440
- Total income / additions
- $35,926,505
- Benefits paid
- $16,886,514
- Administrative expenses
- $502,024
- Total expenses
- $17,549,168
- Net increase / (decrease)
- $18,377,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $204,065 | $0 |
| Compass 360 | CONTRACT ADMIN | $148,284 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $84,310 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $39,647 | $0 |