Universal Institute 401(K) Plan — Form 5500 plan (Universal Rehab & Fitness Inst)
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 Institute 401(K) Plan is a benefit plan reported by Universal Rehab & Fitness Inst under EIN 22-3026173 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $7,104,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Rehab & Fitness Inst
- EIN
- 22-3026173
- Plan number
- 001
- Plan type
- 2
- Location
- Livingston, NJ
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $7,104,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20241015184340NAL0017064387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,104,425
- Total liabilities (EOY)
- $34,673
- Net assets (EOY)
- $7,069,752
- Net assets (BOY)
- $5,640,086
Income & contributions
- Participant contributions
- $1,083,195
- Total contributions
- $1,083,195
- Total income / additions
- $1,866,800
Expenses & distributions
- Benefits paid
- $412,294
- Administrative expenses
- $14,859
- Total expenses
- $437,134
- Net increase / (decrease)
- $1,429,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | INVESTMENT/FINANCIAL ADVI | $14,859 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |