Universal Fibers, Inc. Associates Savings Plan — Form 5500 plan (Universal Fibers, 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, Universal Fibers, Inc. Associates Savings Plan is a benefit plan reported by Universal Fibers, Inc. under EIN 54-0834857 and plan number 002. The latest loaded filing year is 2023. The filing reports 563 participants and $21,768,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Universal Fibers, Inc.
EIN
54-0834857
Plan number
002
Plan type
2
Location
Bristol, VA
Latest filing year
2023
Participants
563
End-of-year plan assets
$21,768,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241010130710NAL0034093728001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,768,277
Total liabilities (EOY)
$0
Net assets (EOY)
$21,768,277
Net assets (BOY)
$17,407,411

Income & contributions

Employer contributions
$364,803
Participant contributions
$1,279,159
Total contributions
$1,654,848
Total income / additions
$5,351,582

Expenses & distributions

Benefits paid
$887,321
Administrative expenses
$97,099
Total expenses
$990,716
Net increase / (decrease)
$4,360,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$51,283$02023
Wells Fargo Advisors LLCINVESTMENT ADVISOR$45,816not reported in the loaded dataset2023

Related Form 5500 pages