Uretek Usa, Inc. Employee Savings & Retirement Plan — Form 5500 plan (Uretek Usa, 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, Uretek Usa, Inc. Employee Savings & Retirement Plan is a benefit plan reported by Uretek Usa, Inc. under EIN 42-1329866 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $7,244,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uretek Usa, Inc.
- EIN
- 42-1329866
- Plan number
- 001
- Plan type
- 2
- Location
- Tomball, TX
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $7,244,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240924184121NAL0018160208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,244,291
- Total liabilities (EOY)
- $1,262
- Net assets (EOY)
- $7,243,029
- Net assets (BOY)
- $6,577,708
Income & contributions
- Employer contributions
- $407,542
- Participant contributions
- $620,790
- Total contributions
- $1,028,332
- Total income / additions
- $2,096,466
Expenses & distributions
- Benefits paid
- $1,405,796
- Administrative expenses
- $25,349
- Total expenses
- $1,431,145
- Net increase / (decrease)
- $665,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,978 | $0 | 2023 |
| Calderwood Financial Strategies Inc | INVESTMENT ADVISOR | $20,110 | $0 | 2023 |
| Compensation Strategies Group, Ltd. | CONTRACT ADMIN | $4,378 | $2,206 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uretek Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Tomball, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Calderwood Financial Strategies Inc — Schedule C compensation
- Compensation Strategies Group, Ltd. — Schedule C compensation