U.S. Holdings, Inc. Et Al 401(K) Plan — Form 5500 plan (U.S. Holdings, 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, U.S. Holdings, Inc. Et Al 401(K) Plan is a benefit plan reported by U.S. Holdings, Inc. under EIN 59-0490595 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $17,484,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.S. Holdings, Inc.
- EIN
- 59-0490595
- Plan number
- 001
- Plan type
- 2
- Location
- Hialeah, FL
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $17,484,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20250106115041NAL0012861456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,484,226
- Net assets (EOY)
- $17,484,226
- Net assets (BOY)
- $17,992,951
Income & contributions
- Employer contributions
- $691,844
- Participant contributions
- $874,335
- Total contributions
- $1,686,440
- Total income / additions
- $3,900,484
Expenses & distributions
- Benefits paid
- $4,317,960
- Administrative expenses
- $95,455
- Total expenses
- $4,416,709
- Net increase / (decrease)
- -$516,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $78,929 | $0 | 2023 |
| Osaic Advisory Services LLC | INVESTMENT ADVISOR | $32,403 | $0 | 2023 |
| Assurance Dimensions, Inc. | AUDITOR | $15,040 | $0 | 2023 |
| United Capital Financial Advisers | INVESTMENT ADVISOR | $13,854 | $0 | 2023 |
| Definiti, LLC | TPA | $13,414 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.S. Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Hialeah, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Osaic Advisory Services LLC — Schedule C compensation
- Assurance Dimensions, Inc. — Schedule C compensation
- United Capital Financial Advisers — Schedule C compensation
- Definiti, LLC — Schedule C compensation