2023 Form 5500 filing — United Service Companies 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 20241220135558NAL0003451443001) for United Service Companies 401(K) Plan, reported by United Service Companies Holdings Ii, LLC under EIN 45-3952463 and plan number 001. It reports 2,317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220135558NAL0003451443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Service Companies Holdings Ii, LLC
- EIN
- 45-3952463
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 2,317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,920,650
- Total liabilities (EOY)
- $34
- Net assets (EOY)
- $7,920,616
- Employer contributions
- $147,612
- Participant contributions
- $631,722
- Total income / additions
- $2,658,225
- Benefits paid
- $1,490,925
- Administrative expenses
- $47,073
- Total expenses
- $1,610,272
- Net increase / (decrease)
- $1,047,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $28,662 | not reported in the loaded dataset |
| Cerity Partners LLC | ADVISOR | $18,412 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $7,439 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |