03 Usa 401(K) Plan — Form 5500 plan (03 Usa, 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, 03 Usa 401(K) Plan is a benefit plan reported by 03 Usa, Inc. under EIN 26-3115252 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $6,027,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
03 Usa, Inc.
EIN
26-3115252
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
208
End-of-year plan assets
$6,027,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241008055514NAL0016221009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,027,034
Total liabilities (EOY)
$0
Net assets (EOY)
$6,027,034
Net assets (BOY)
$5,298,289

Income & contributions

Employer contributions
$396,807
Participant contributions
$613,706
Total contributions
$1,079,812
Total income / additions
$1,891,671

Expenses & distributions

Benefits paid
$1,116,670
Administrative expenses
$35,241
Total expenses
$1,162,926
Net increase / (decrease)
$728,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServiceINVESTMENT/FINANCIAL ADVI$27,384$02023
Adp, Inc.RECORD KEEPER$7,856$02023

Related Form 5500 pages