Urban Engineering & Associates, Inc. 401(K) — Form 5500 plan (Urban Engineering And Associates, 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, Urban Engineering & Associates, Inc. 401(K) is a benefit plan reported by Urban Engineering And Associates, Inc. under EIN 54-0976021 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $11,768,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urban Engineering And Associates, Inc.
EIN
54-0976021
Plan number
001
Plan type
2
Location
Annandale, VA
Latest filing year
2023
Participants
161
End-of-year plan assets
$11,768,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20240923141240NAL0011529217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,768,330
Total liabilities (EOY)
$0
Net assets (EOY)
$11,768,330
Net assets (BOY)
$10,368,923

Income & contributions

Employer contributions
$184,905
Participant contributions
$642,284
Total contributions
$827,189
Total income / additions
$2,537,173

Expenses & distributions

Benefits paid
$1,091,663
Administrative expenses
$46,103
Total expenses
$1,137,766
Net increase / (decrease)
$1,399,407

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Potomac Wealth ManagementNONE$29,973not reported in the loaded dataset2023
Ascensus LLCNONE$16,130$02023

Related Form 5500 pages