Unified Business Technologies Inc. 401k Profit Sharing Plan — Form 5500 plan (Unified Business Technologies 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 Business Technologies Inc. 401k Profit Sharing Plan is a benefit plan reported by Unified Business Technologies Inc. under EIN 38-3399677 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $7,466,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unified Business Technologies Inc.
- EIN
- 38-3399677
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $7,466,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241015142748NAL0029974257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,466,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,466,937
- Net assets (BOY)
- $5,237,889
Income & contributions
- Employer contributions
- $544,650
- Participant contributions
- $1,001,765
- Total contributions
- $1,678,720
- Total income / additions
- $2,700,427
Expenses & distributions
- Benefits paid
- $384,754
- Administrative expenses
- $86,625
- Total expenses
- $471,379
- Net increase / (decrease)
- $2,229,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,521 | $0 | 2023 |
| The Mandmarblestone Group LLC | OTHER SERVICES | $18,104 | $2,344 | 2023 |
| S B H U Life Agency Inc. | OTHER SERVICES | $0 | $16,084 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unified Business Technologies Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Principal Life Insurance Company — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- S B H U Life Agency Inc. — Schedule C compensation