Who sponsors the Momentum Employer Group Pooled Employer 401(K) Plan?

Momentum Employer Group Pooled Employer 401(K) Plan is reported as sponsored by United 401(K) Plans, Inc. (EIN 20-5321813, plan number 004) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Momentum Employer Group Pooled Employer 401(K) Plan?

The latest Form 5500 filing year loaded for Momentum Employer Group Pooled Employer 401(K) Plan is 2023.

How many participants does Momentum Employer Group Pooled Employer 401(K) Plan report?

Momentum Employer Group Pooled Employer 401(K) Plan reports 45 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Momentum Employer Group Pooled Employer 401(K) Plan?

Momentum Employer Group Pooled Employer 401(K) Plan reports $67,468 in end-of-year plan assets in its latest loaded Form 5500 filing.

Momentum Employer Group 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, Momentum Employer Group Pooled Employer 401(K) Plan is a benefit plan reported by United 401(K) Plans, Inc. under EIN 20-5321813 and plan number 004. The latest loaded filing year is 2023. The filing reports 45 participants and $67,468 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$67.5KPlan net assets, end of year$67,468

Participants45Covered participants reported

Assets / participant$1.5KComputed: assets ÷ participants$1,499 (computed)

Provider compensationNone reported

Plan sponsor: United 401(K) Plans, Inc.
EIN: 20-5321813
Plan number: 004
Plan type: 3
Location: Salt Lake City, UT
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	45	I	20240502093716NAL0018932227001

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$67.5K total assets

Net assets$67.5KLiabilities$0

Money in vs. money out

Total income / additions$69.2K

Total expenses$1.7K

Benefits paid / distributions$799

Contributions

Employer$12.3K

Participant$50.8K

Full reported line items

Net assets

Total assets (EOY): $67,468
Total liabilities (EOY): $0
Net assets (EOY): $67,468
Net assets (BOY): $0

Income & contributions

Employer contributions: $12,335
Participant contributions: $50,765
Total income / additions: $69,155

Expenses & distributions

Benefits paid: $799
Administrative expenses: $477
Total expenses: $1,687
Net increase / (decrease): $67,468

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

20%80%

Employer 20%Participant 80%

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.