Usg Management Services Of Florida, Inc. 401(K) Plan — Form 5500 plan (Usg Management Services Of Florida, 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, Usg Management Services Of Florida, Inc. 401(K) Plan is a benefit plan reported by Usg Management Services Of Florida, Inc. under EIN 42-1615219 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $13,908,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usg Management Services Of Florida, Inc.
- EIN
- 42-1615219
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $13,908,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241007141559NAL0007667299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,908,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,908,049
- Net assets (BOY)
- $11,624,674
Income & contributions
- Employer contributions
- $490,414
- Participant contributions
- $1,078,575
- Total contributions
- $1,671,100
- Total income / additions
- $3,801,787
Expenses & distributions
- Benefits paid
- $1,405,937
- Administrative expenses
- $112,475
- Total expenses
- $1,518,412
- Net increase / (decrease)
- $2,283,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $37,061 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | CONTRACT ADMIN | $16,233 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,264 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $527 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usg Management Services Of Florida, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Ubs Financial Services, Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation