2023 Form 5500 filing — Udc 401k 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 20250813082940NAL0008651553001) for Udc 401k Plan, reported by University Development Corp under EIN 72-1027314 and plan number 001. It reports 1,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813082940NAL0008651553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Development Corp
- EIN
- 72-1027314
- Plan number
- 001
- Location
- Shreveport, LA
- Participants
- 1,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,637,338
- Total liabilities (EOY)
- $18,469
- Net assets (EOY)
- $2,618,869
- Employer contributions
- $109,928
- Participant contributions
- $547,283
- Total income / additions
- $1,158,606
- Benefits paid
- $897,250
- Administrative expenses
- $40,058
- Total expenses
- $937,308
- Net increase / (decrease)
- $221,298
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $35,605 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $10,058 | not reported in the loaded dataset |
| Heard Mcelroy & Vestal LLC | RECORDKEEPER | $8,500 | $0 |