Uniguest 401(K) Profit Sharing Plan — Form 5500 plan (Uniguest, 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, Uniguest 401(K) Profit Sharing Plan is a benefit plan reported by Uniguest, Inc. under EIN 62-1291780 and plan number 001. The latest loaded filing year is 2023. The filing reports 340 participants and $8,050,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uniguest, Inc.
EIN
62-1291780
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
340
End-of-year plan assets
$8,050,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20241009142731NAL0010719667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,050,954
Total liabilities (EOY)
$0
Net assets (EOY)
$8,050,954
Net assets (BOY)
$6,212,622

Income & contributions

Employer contributions
$573,763
Participant contributions
$1,102,907
Total contributions
$1,807,104
Total income / additions
$3,133,363

Expenses & distributions

Benefits paid
$1,252,904
Administrative expenses
$42,127
Total expenses
$1,295,031
Net increase / (decrease)
$1,838,332

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$27,135$232023
Hays Financial GroupNONE$14,993not reported in the loaded dataset2023

Related Form 5500 pages