Unified Brands Retirement Savings Plan — Form 5500 plan (Unified Brands 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, Unified Brands Retirement Savings Plan is a benefit plan reported by Unified Brands Inc. under EIN 36-4199253 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $11,192,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unified Brands Inc.
- EIN
- 36-4199253
- Plan number
- 001
- Plan type
- 2
- Location
- Vicksburg, MS
- Latest filing year
- 2023
- Participants
- 643
- End-of-year plan assets
- $11,192,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 643 | H, C | 20241011101231NAL0022546113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,192,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,192,146
- Net assets (BOY)
- $5,635,516
Income & contributions
- Employer contributions
- $1,644,141
- Participant contributions
- $1,965,605
- Total contributions
- $4,871,869
- Total income / additions
- $6,247,001
Expenses & distributions
- Benefits paid
- $674,683
- Administrative expenses
- $15,688
- Total expenses
- $690,371
- Net increase / (decrease)
- $5,556,630
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $15,688 | $0 | 2023 |