U.S. Facilities, Inc. 401(K) Retirement Plan — Form 5500 plan (U.S. Facilities, 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, U.S. Facilities, Inc. 401(K) Retirement Plan is a benefit plan reported by U.S. Facilities, Inc. under EIN 23-3035879 and plan number 001. The latest loaded filing year is 2023. The filing reports 707 participants and $25,624,522 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Facilities, Inc.
EIN
23-3035879
Plan number
001
Plan type
2
Location
Philadephia, PA
Latest filing year
2023
Participants
707
End-of-year plan assets
$25,624,522

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023707H, C20241014163206NAL0026719457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,624,522
Total liabilities (EOY)
$0
Net assets (EOY)
$25,624,522
Net assets (BOY)
$20,777,398

Income & contributions

Employer contributions
$945,375
Participant contributions
$1,823,389
Total contributions
$2,965,859
Total income / additions
$6,677,991

Expenses & distributions

Benefits paid
$1,732,327
Administrative expenses
$98,540
Total expenses
$1,830,867
Net increase / (decrease)
$4,847,124

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$53,956not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$44,584$02023

Related Form 5500 pages