Unleashed Brands 401(K) Plan — Form 5500 plan (Uatp Management, 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, Unleashed Brands 401(K) Plan is a benefit plan reported by Uatp Management, LLC under EIN 46-2928841 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $5,488,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uatp Management, LLC
- EIN
- 46-2928841
- Plan number
- 001
- Plan type
- 2
- Location
- Bedford, TX
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $5,488,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240911140755NAL0012477568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,488,892
- Total liabilities (EOY)
- $7,658
- Net assets (EOY)
- $5,481,234
- Net assets (BOY)
- $3,251,094
Income & contributions
- Employer contributions
- $551,902
- Participant contributions
- $1,092,196
- Total contributions
- $1,959,277
- Total income / additions
- $2,637,778
Expenses & distributions
- Benefits paid
- $370,078
- Administrative expenses
- $29,571
- Total expenses
- $407,638
- Net increase / (decrease)
- $2,230,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $12,915 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISOR | $7,870 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,277 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,942 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uatp Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Bedford, TX
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation