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, Universal Strategy Group, Inc. 401(K) Plan is a benefit plan reported by Universal Strategy Group, Inc. under EIN 20-8271378 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $4,792,354 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,792,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,792,354
- Net assets (BOY)
- $3,777,727
Income & contributions
- Employer contributions
- $236,155
- Participant contributions
- $475,919
- Total contributions
- $712,942
- Total income / additions
- $1,558,260
Expenses & distributions
- Benefits paid
- $508,524
- Administrative expenses
- $9,308
- Total expenses
- $543,633
- Net increase / (decrease)
- $1,014,627