United Initiators, Inc. 401(K) Plan — Form 5500 plan (United Initiators, Inc.)

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, United Initiators, Inc. 401(K) Plan is a benefit plan reported by United Initiators, Inc. under EIN 52-2276606 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $20,984,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Initiators, Inc.
EIN
52-2276606
Plan number
001
Plan type
2
Location
Elyria, OH
Latest filing year
2023
Participants
179
End-of-year plan assets
$20,984,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241011142456NAL0022926481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,984,436
Total liabilities (EOY)
$0
Net assets (EOY)
$20,984,436
Net assets (BOY)
$17,774,547

Income & contributions

Employer contributions
$920,842
Participant contributions
$732,268
Total contributions
$1,878,654
Total income / additions
$4,612,052

Expenses & distributions

Benefits paid
$1,351,941
Administrative expenses
$50,222
Total expenses
$1,402,163
Net increase / (decrease)
$3,209,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesADVISOR$42,044not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,178$02023

Related Form 5500 pages