Universal Engineering Sciences 401(K) Plan — Form 5500 plan (Universal Engineering Sciences, 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, Universal Engineering Sciences 401(K) Plan is a benefit plan reported by Universal Engineering Sciences, LLC under EIN 59-1117804 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,761 participants and $116,801,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Engineering Sciences, LLC
- EIN
- 59-1117804
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 2,761
- End-of-year plan assets
- $116,801,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,761 | H, C | 20241015170940NAL0015143811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,801,565
- Total liabilities (EOY)
- $157
- Net assets (EOY)
- $116,801,408
- Net assets (BOY)
- $77,889,310
Income & contributions
- Employer contributions
- $6,589,277
- Participant contributions
- $10,599,440
- Total contributions
- $19,019,163
- Total income / additions
- $35,926,505
Expenses & distributions
- Benefits paid
- $16,886,514
- Administrative expenses
- $502,024
- Total expenses
- $17,549,168
- Net increase / (decrease)
- $18,377,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $204,065 | $0 | 2023 |
| Compass 360 | CONTRACT ADMIN | $148,284 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $84,310 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $39,647 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Engineering Sciences, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Compass 360 — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation