Projects Unlimited Inc. 401(K) Plan And Trust — Form 5500 plan (Projects Unlimited 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, Projects Unlimited Inc. 401(K) Plan And Trust is a benefit plan reported by Projects Unlimited Inc. under EIN 31-0566948 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $11,839,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Projects Unlimited Inc.
- EIN
- 31-0566948
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $11,839,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241007150201NAL0007703363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,839,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,839,964
- Net assets (BOY)
- $10,188,771
Income & contributions
- Employer contributions
- $258,550
- Participant contributions
- $713,657
- Total contributions
- $1,071,065
- Total income / additions
- $2,732,507
Expenses & distributions
- Benefits paid
- $1,080,285
- Administrative expenses
- $1,029
- Total expenses
- $1,081,314
- Net increase / (decrease)
- $1,651,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $25,771 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,028 | $0 | 2023 |