Plan5500

United Companies 401(K) Plan — Form 5500 plan (Romain Buick, 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, United Companies 401(K) Plan is a benefit plan reported by Romain Buick, Inc. under EIN 35-1687995 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $12,622,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Romain Buick, Inc.
EIN
35-1687995
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
241
End-of-year plan assets
$12,622,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20241015081509NAL0015975363009

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,622,227
Net assets (EOY)
$12,622,227
Net assets (BOY)
$10,014,455

Income & contributions

Employer contributions
$265,314
Participant contributions
$1,065,667
Total contributions
$1,391,449
Total income / additions
$3,318,257

Expenses & distributions

Benefits paid
$621,268
Administrative expenses
$53,690
Total expenses
$710,485
Net increase / (decrease)
$2,607,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group LLCINVESTMENT MGMT$844,544not reported in the loaded dataset2023
Empower Annuity Insurance Co Of AmRECORDKEEPER$44,152$02023
Fifth Third BankINVESTMENT ADVISOR$2,155not reported in the loaded dataset2023

Related Form 5500 pages