2023 Form 5500 filing — Universal Institute 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 20241015184340NAL0017064387001) for Universal Institute 401(K) Plan, reported by Universal Rehab & Fitness Inst under EIN 22-3026173 and plan number 001. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184340NAL0017064387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Rehab & Fitness Inst
- EIN
- 22-3026173
- Plan number
- 001
- Location
- Livingston, NJ
- Participants
- 649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,104,425
- Total liabilities (EOY)
- $34,673
- Net assets (EOY)
- $7,069,752
- Participant contributions
- $1,083,195
- Total income / additions
- $1,866,800
- Benefits paid
- $412,294
- Administrative expenses
- $14,859
- Total expenses
- $437,134
- Net increase / (decrease)
- $1,429,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co. Inc. | INVESTMENT/FINANCIAL ADVI | $14,859 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |