Plan5500

Ushg 401(K) Plan — Form 5500 plan (Ushg, LLC)

Plain-English plan 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, Ushg 401(K) Plan is a benefit plan reported by Ushg, LLC under EIN 13-3981536 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,803 participants and $25,009,661 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ushg, LLC
EIN
13-3981536
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,803
End-of-year plan assets
$25,009,661

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,803H, C20241007160613NAL0027918944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,009,661
Total liabilities (EOY)
$0
Net assets (EOY)
$25,009,661
Net assets (BOY)
$17,558,996

Income & contributions

Employer contributions
$1,335,412
Participant contributions
$3,203,596
Total contributions
$5,434,520
Total income / additions
$9,384,968

Expenses & distributions

Benefits paid
$1,801,577
Administrative expenses
$132,726
Total expenses
$1,934,303
Net increase / (decrease)
$7,450,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$61,814$02023
Gray, Gray, & Gray LlpACCOUNTANT/AUDITOR$41,863not reported in the loaded dataset2023
Mma SecuritiesADVISOR$29,049not reported in the loaded dataset2023

Related Form 5500 pages