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, Uncle G'S Management Corp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Uncle G'S Management Corp under EIN 33-1139669 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,533 participants and $3,118,872 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,118,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,118,872
- Net assets (BOY)
- $2,101,303
Income & contributions
- Employer contributions
- $131,346
- Participant contributions
- $553,474
- Total contributions
- $870,645
- Total income / additions
- $1,270,584
Expenses & distributions
- Benefits paid
- $228,755
- Administrative expenses
- $21,071
- Total expenses
- $253,015
- Net increase / (decrease)
- $1,017,569