2023 Form 5500 filing — Usnr, LLC 401(K) Tax Sheltered 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 20241015184339NAL0015270259001) for Usnr, LLC 401(K) Tax Sheltered Plan, reported by Usnr, LLC under EIN 94-2462111 and plan number 004. It reports 799 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184339NAL0015270259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Usnr, LLC
- EIN
- 94-2462111
- Plan number
- 004
- Location
- Woodland, WA
- Participants
- 799
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,076,685
- Participant contributions
- $3,593,689
- Total income / additions
- $15,456,973
- Benefits paid
- $3,158,643
- Administrative expenses
- $161,659
- Total expenses
- $3,320,302
- Net increase / (decrease)
- $12,136,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $58,084 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $50,309 | $0 |
| Compass 360, LLC | TPA | $47,702 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,468 | not reported in the loaded dataset |