Universal Technical Resource Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Universal Technical Resource Services, 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, Universal Technical Resource Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Universal Technical Resource Services, Inc. under EIN 22-2684542 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $41,408,889 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Technical Resource Services, Inc.
- EIN
- 22-2684542
- Plan number
- 001
- Plan type
- 2
- Location
- Cherry Hill, NJ
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $41,408,889
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20241008133216NAL0009729779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,408,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,408,889
- Net assets (BOY)
- $33,151,074
Income & contributions
- Employer contributions
- $478,123
- Participant contributions
- $2,889,861
- Total contributions
- $6,314,245
- Total income / additions
- $11,674,717
Expenses & distributions
- Benefits paid
- $3,313,227
- Administrative expenses
- $105,314
- Total expenses
- $3,416,902
- Net increase / (decrease)
- $8,257,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,313 | $0 | 2023 |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $0 | $52,122 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Technical Resource Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Cherry Hill, NJ
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation