Usg Services, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Usg Services, 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, Usg Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Usg Services, LLC under EIN 45-4658823 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,408 participants and $8,820,535 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Usg Services, LLC
EIN
45-4658823
Plan number
001
Plan type
3
Location
Spring Valley, NY
Latest filing year
2023
Participants
2,408
End-of-year plan assets
$8,820,535

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,408H, C20241015100514NAL0016110883002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,820,535
Total liabilities (EOY)
$44,184
Net assets (EOY)
$8,776,351
Net assets (BOY)
$8,066,972

Income & contributions

Employer contributions
$107,128
Participant contributions
$774,673
Total contributions
$902,878
Total income / additions
$1,963,949

Expenses & distributions

Benefits paid
$1,151,561
Administrative expenses
$68,330
Total expenses
$1,254,570
Net increase / (decrease)
$709,379

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsuranRECORDKEEPER$62,688$02023
Intac Actuarial Services, Inc.RECORDKEEPER$28,381$4,8722023
NationwideRECORDKEEPER$15,651$3902023
Intac Actuarial Services, Inc.RECORDKEEPER$3,925$02023

Related Form 5500 pages