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 Facilities, Inc. Retirement Plan No. 004-86 is a benefit plan reported by United Facilities, Inc. under EIN 37-0702793 and plan number 004. The latest loaded filing year is 2023. The filing reports 340 participants and $31,498,919 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,498,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,498,919
- Net assets (BOY)
- $26,155,594
Income & contributions
- Employer contributions
- $706,313
- Participant contributions
- $1,167,674
- Total contributions
- $1,956,410
- Total income / additions
- $6,644,755
Expenses & distributions
- Benefits paid
- $1,233,234
- Administrative expenses
- $68,196
- Total expenses
- $1,301,430
- Net increase / (decrease)
- $5,343,325