Unaka Company 401(K) Profit Sharing Plan — Form 5500 plan (Unaka Company, 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, Unaka Company 401(K) Profit Sharing Plan is a benefit plan reported by Unaka Company, Inc under EIN 62-0506766 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,438 participants and $35,621,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unaka Company, Inc
EIN
62-0506766
Plan number
002
Plan type
2
Location
Greeneville, TN
Latest filing year
2023
Participants
1,438
End-of-year plan assets
$35,621,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,438H, C20241014124342NAL0014941571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,621,416
Net assets (EOY)
$35,621,416
Net assets (BOY)
$32,198,715

Income & contributions

Employer contributions
$1,826,660
Participant contributions
$2,169,514
Total contributions
$4,153,415
Total income / additions
$8,825,718

Expenses & distributions

Benefits paid
$5,355,686
Administrative expenses
$47,268
Total expenses
$5,403,017
Net increase / (decrease)
$3,422,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$47,268$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages