Unither 401(K) Retirement Plan — Form 5500 plan (Unither Us Corp)
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, Unither 401(K) Retirement Plan is a benefit plan reported by Unither Us Corp under EIN 36-4765764 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $57,123,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unither Us Corp
- EIN
- 36-4765764
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $57,123,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20250429140513NAL0000389251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,123,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,123,582
- Net assets (BOY)
- $55,525,043
Income & contributions
- Employer contributions
- $1,622,681
- Participant contributions
- $2,013,136
- Total contributions
- $3,685,134
- Total income / additions
- $11,034,554
Expenses & distributions
- Benefits paid
- $9,289,217
- Administrative expenses
- $106,166
- Total expenses
- $9,436,015
- Net increase / (decrease)
- $1,598,539
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $78,326 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $27,839 | $0 | 2023 |