Unified Power Retirement Savings Plan — Form 5500 plan (On Computer Services, 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, Unified Power Retirement Savings Plan is a benefit plan reported by On Computer Services, LLC under EIN 56-2379512 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $12,617,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
On Computer Services, LLC
EIN
56-2379512
Plan number
001
Plan type
2
Location
Terrell, TX
Latest filing year
2023
Participants
257
End-of-year plan assets
$12,617,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20241015213927NAL0015438355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,617,487
Total liabilities (EOY)
$0
Net assets (EOY)
$12,617,487
Net assets (BOY)
$10,314,492

Income & contributions

Employer contributions
$208,011
Participant contributions
$944,253
Total contributions
$1,268,106
Total income / additions
$3,235,209

Expenses & distributions

Benefits paid
$878,082
Administrative expenses
$52,221
Total expenses
$932,214
Net increase / (decrease)
$2,302,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$32,079not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,142$02023

Related Form 5500 pages