Uels, LLC Employees Profit Sharing Plan — Form 5500 plan (Uels, 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, Uels, LLC Employees Profit Sharing Plan is a benefit plan reported by Uels, LLC under EIN 20-8711000 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $15,611,305 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uels, LLC
EIN
20-8711000
Plan number
002
Plan type
2
Location
Vernal, UT
Latest filing year
2023
Participants
147
End-of-year plan assets
$15,611,305

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240823051959NAL0006104481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,611,305
Total liabilities (EOY)
$0
Net assets (EOY)
$15,611,305
Net assets (BOY)
$12,962,186

Income & contributions

Employer contributions
$415,172
Participant contributions
$749,550
Total contributions
$1,181,962
Total income / additions
$3,387,652

Expenses & distributions

Benefits paid
$681,828
Administrative expenses
$54,843
Total expenses
$738,533
Net increase / (decrease)
$2,649,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group, LLCINVESTMENT/FINANCIAL ADVI$34,684$02023
Adp, Inc.RECORD KEEPER$20,158$02023

Related Form 5500 pages