The Unico 401(K) Plan — Form 5500 plan (Unico Properties 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, The Unico 401(K) Plan is a benefit plan reported by Unico Properties LLC under EIN 34-2065558 and plan number 002. The latest loaded filing year is 2023. The filing reports 435 participants and $57,082,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unico Properties LLC
- EIN
- 34-2065558
- Plan number
- 002
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $57,082,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20241001120433NAL0003953267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,082,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,082,036
- Net assets (BOY)
- $46,097,759
Income & contributions
- Employer contributions
- $1,851,448
- Participant contributions
- $3,450,049
- Total contributions
- $5,398,711
- Total income / additions
- $14,286,262
Expenses & distributions
- Benefits paid
- $3,146,997
- Administrative expenses
- $154,988
- Total expenses
- $3,301,985
- Net increase / (decrease)
- $10,984,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $95,847 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $59,141 | $0 | 2023 |