Plan5500

Una'S Nonprofit Retirement Solution — Form 5500 plan (United 401(K) Plans, Inc. Dba Elevate401(K))

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, Una'S Nonprofit Retirement Solution is a benefit plan reported by United 401(K) Plans, Inc. Dba Elevate401(K) under EIN 20-5321813 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $987,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United 401(K) Plans, Inc. Dba Elevate401(K)
EIN
20-5321813
Plan number
002
Plan type
3
Location
Salt Lake City, UT
Latest filing year
2023
Participants
199
End-of-year plan assets
$987,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199I, C20240430092844NAL0007485955001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$987,317
Net assets (EOY)
$987,317
Net assets (BOY)
$16,038

Income & contributions

Employer contributions
$210,192
Participant contributions
$478,545
Total income / additions
$814,871

Expenses & distributions

Benefits paid
$28,845
Administrative expenses
$5,115
Total expenses
$33,960
Net increase / (decrease)
$780,911

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United 401k Plans, Inc.CONTRACT ADMINISTRATOR$3,487$02023
Global Rretirement Partner, LLCADVISOR$1,469$02023

Related Form 5500 pages