Unity Electric, Lp 401(K) Profit Sharing Plan — Form 5500 plan (Unity Electric, Lp)

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, Unity Electric, Lp 401(K) Profit Sharing Plan is a benefit plan reported by Unity Electric, Lp under EIN 27-0378015 and plan number 001. The latest loaded filing year is 2023. The filing reports 82 participants and $4,903,801 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,903,801
Participants82Covered participants reported
Assets / participant$59.8KComputed: assets ÷ participants$59,802 (computed)
Provider compensationNone reported
Plan sponsor
Unity Electric, Lp
EIN
27-0378015
Plan number
001
Plan type
2
Location
Shoreline, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202382I20240916164346NAL0001184691001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$127.4K
Benefits paid / distributions$115.2K
Contributions
Employer$196.1K
Participant$368.3K
Full reported line items

Net assets

Total assets (EOY)
$4,903,801
Total liabilities (EOY)
$0
Net assets (EOY)
$4,903,801
Net assets (BOY)
$3,777,901

Income & contributions

Employer contributions
$196,140
Participant contributions
$368,343
Total income / additions
$1,253,303

Expenses & distributions

Benefits paid
$115,162
Administrative expenses
$12,241
Total expenses
$127,403
Net increase / (decrease)
$1,125,900
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income9%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages