Unex Corp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Unex Corp)
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, Unex Corp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Unex Corp under EIN 22-1919954 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $21,568,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unex Corp
- EIN
- 22-1919954
- Plan number
- 001
- Plan type
- 2
- Location
- Mahwah, NJ
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $21,568,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20241004074459NAL0019145952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,568,696
- Total liabilities (EOY)
- $37,416
- Net assets (EOY)
- $21,531,280
- Net assets (BOY)
- $16,855,757
Income & contributions
- Employer contributions
- $773,996
- Participant contributions
- $2,058,753
- Total contributions
- $2,871,200
- Total income / additions
- $6,069,104
Expenses & distributions
- Benefits paid
- $1,368,201
- Administrative expenses
- $25,380
- Total expenses
- $1,393,581
- Net increase / (decrease)
- $4,675,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $25,380 | $0 | 2023 |