Ussc Retirement Plan — Form 5500 plan (Ussc Acquisition Corp.)
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, Ussc Retirement Plan is a benefit plan reported by Ussc Acquisition Corp. under EIN 47-4495315 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $14,071,815 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ussc Acquisition Corp.
- EIN
- 47-4495315
- Plan number
- 001
- Plan type
- 2
- Location
- Exton, PA
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $14,071,815
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241002094525NAL0004699459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,071,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,815
- Net assets (BOY)
- $10,789,826
Income & contributions
- Employer contributions
- $558,880
- Participant contributions
- $1,090,798
- Total contributions
- $1,854,427
- Total income / additions
- $3,793,157
Expenses & distributions
- Benefits paid
- $447,854
- Administrative expenses
- $63,314
- Total expenses
- $511,168
- Net increase / (decrease)
- $3,281,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $34,995 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $28,319 | not reported in the loaded dataset | 2023 |