Uncas International, LLC 401(K) Plan — Form 5500 plan (Uncas International, 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, Uncas International, LLC 401(K) Plan is a benefit plan reported by Uncas International, LLC under EIN 47-1328641 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $9,634,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uncas International, LLC
EIN
47-1328641
Plan number
001
Plan type
2
Location
West Warwick, RI
Latest filing year
2023
Participants
115
End-of-year plan assets
$9,634,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241002091042NAL0008576385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,634,707
Total liabilities (EOY)
$0
Net assets (EOY)
$9,634,707
Net assets (BOY)
$7,952,858

Income & contributions

Employer contributions
$176,779
Participant contributions
$427,454
Total contributions
$618,957
Total income / additions
$1,974,490

Expenses & distributions

Benefits paid
$287,891
Administrative expenses
$4,750
Total expenses
$292,641
Net increase / (decrease)
$1,681,849

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCSERVICE PROVIDER$0$21,6002023
Angell Pension GroupOTHER SERVICES$0$4,1772023

Related Form 5500 pages