Plan5500

Unite Retirement Savings Plan — Form 5500 plan (Unite Private Networks, LLC)

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, Unite Retirement Savings Plan is a benefit plan reported by Unite Private Networks, LLC under EIN 27-3483570 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $19,697,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unite Private Networks, LLC
EIN
27-3483570
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
415
End-of-year plan assets
$19,697,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20240807083706NAL0003481889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,697,123
Total liabilities (EOY)
$0
Net assets (EOY)
$19,697,123
Net assets (BOY)
$13,650,780

Income & contributions

Employer contributions
$1,000,740
Participant contributions
$3,324,558
Total contributions
$5,050,798
Total income / additions
$7,625,357

Expenses & distributions

Benefits paid
$1,471,882
Administrative expenses
$107,132
Total expenses
$1,579,014
Net increase / (decrease)
$6,046,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.INVESTMENT ADVISOR$65,897not reported in the loaded dataset2023
Tpp Retirement Plan Specialists LLCRECORDKEEPER$33,690not reported in the loaded dataset2023
Matrix Trust CompanyCUSTODIAN$7,546not reported in the loaded dataset2023

Related Form 5500 pages