2023 Form 5500 filing — United Electrical 401(K) Profit Sharing 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 20241230101923NAL0027333312001) for United Electrical 401(K) Profit Sharing Plan, reported by United Electrical Contractors under EIN 26-4433874 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230101923NAL0027333312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Electrical Contractors
- EIN
- 26-4433874
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,697,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,697,959
- Employer contributions
- $130,153
- Participant contributions
- $297,016
- Total income / additions
- $1,040,532
- Benefits paid
- $153,001
- Administrative expenses
- $32,251
- Total expenses
- $185,252
- Net increase / (decrease)
- $855,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annunity Ins. Co. Of Americ | RECORDKEEPER | $32,836 | $0 |
| Valmark Securites Inc. | BROKER/ADVISER | $0 | $30,747 |
| Kdp Retirement Plan Services Inc. | CONTRACT ADMIN | $825 | $3,071 |