Uworld, LLC 401(K) Plan — Form 5500 plan (Uworld, LLC)

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, Uworld, LLC 401(K) Plan is a benefit plan reported by Uworld, LLC under EIN 45-0583822 and plan number 001. The latest loaded filing year is 2023. The filing reports 535 participants and $28,558,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uworld, LLC
EIN
45-0583822
Plan number
001
Plan type
2
Location
Coppell, TX
Latest filing year
2023
Participants
535
End-of-year plan assets
$28,558,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023535H, C20241015135901NAL0049754128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,558,368
Total liabilities (EOY)
$0
Net assets (EOY)
$28,558,368
Net assets (BOY)
$20,690,377

Income & contributions

Employer contributions
$1,799,975
Participant contributions
$3,040,147
Total contributions
$6,346,077
Total income / additions
$10,443,103

Expenses & distributions

Benefits paid
$2,463,393
Administrative expenses
$108,657
Total expenses
$2,575,112
Net increase / (decrease)
$7,867,991

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$65,527$02023
Usi Advisors IncINVESTMENT ADVISOR$26,582not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$16,548not reported in the loaded dataset2023

Related Form 5500 pages