Unity Limited Partnership 403(B) Plan — Form 5500 plan (Unity Limited Partnership)
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, Unity Limited Partnership 403(B) Plan is a benefit plan reported by Unity Limited Partnership under EIN 39-1750729 and plan number 002. The latest loaded filing year is 2023. The filing reports 310 participants and $14,497,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unity Limited Partnership
- EIN
- 39-1750729
- Plan number
- 002
- Plan type
- 2
- Location
- Depere, WI
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $14,497,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20241011185754NAL0038060896002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,497,067
- Net assets (EOY)
- $14,497,067
- Net assets (BOY)
- $11,959,030
Income & contributions
- Employer contributions
- $433,896
- Participant contributions
- $1,017,138
- Total contributions
- $1,633,695
- Total income / additions
- $3,934,133
Expenses & distributions
- Benefits paid
- $1,349,296
- Administrative expenses
- $46,800
- Total expenses
- $1,396,096
- Net increase / (decrease)
- $2,538,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $46,800 | $0 | 2023 |