Unlimited Services, Inc. Retirement Savings Plan — Form 5500 plan (Unlimited Services Of Wisconsin, 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, Unlimited Services, Inc. Retirement Savings Plan is a benefit plan reported by Unlimited Services Of Wisconsin, Inc. under EIN 39-1417867 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $4,828,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unlimited Services Of Wisconsin, Inc.
- EIN
- 39-1417867
- Plan number
- 001
- Plan type
- 2
- Location
- Oconto, WI
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $4,828,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241008112828NAL0016527185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,828,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,828,681
- Net assets (BOY)
- $4,555,728
Income & contributions
- Employer contributions
- $220,429
- Participant contributions
- $445,824
- Total contributions
- $699,912
- Total income / additions
- $1,467,886
Expenses & distributions
- Benefits paid
- $1,160,402
- Administrative expenses
- $34,531
- Total expenses
- $1,194,933
- Net increase / (decrease)
- $272,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,225 | $0 | 2023 |
| Johnson Financial Group | INVESTMENT ADVISOR | $13,761 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,651 | not reported in the loaded dataset | 2023 |
| Peery & Associates, Inc. | CONTRACT ADMIN | $2,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unlimited Services Of Wisconsin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oconto, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Johnson Financial Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Peery & Associates, Inc. — Schedule C compensation