Focus Alaska Pooled Employer 401(K) Plan — Form 5500 plan (United 401(K) Plans, Inc.)

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, Focus Alaska Pooled Employer 401(K) Plan is a benefit plan reported by United 401(K) Plans, Inc. under EIN 20-5321813 and plan number 003. The latest loaded filing year is 2023. The filing reports 129 participants and $2,102,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United 401(K) Plans, Inc.
EIN
20-5321813
Plan number
003
Plan type
3
Location
Salt Lake City, UT
Latest filing year
2023
Participants
129
End-of-year plan assets
$2,102,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129I, C20240501165937NAL0026623857001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,102,082
Total liabilities (EOY)
$0
Net assets (EOY)
$2,102,082
Net assets (BOY)
$2,314,450

Income & contributions

Employer contributions
$46,195
Participant contributions
$172,712
Total income / additions
$519,102

Expenses & distributions

Benefits paid
$709,749
Administrative expenses
$11,034
Total expenses
$731,470
Net increase / (decrease)
-$212,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United 401k Plans, Inc.CONTRACT ADMINISTRATOR$7,924$02023
Global Rretirement Partner, LLCADVISOR$3,110$02023

Related Form 5500 pages