Universal Lighting Technologies 401(K) Savings Plan — Form 5500 plan (Universal Lighting Technologies, 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, Universal Lighting Technologies 401(K) Savings Plan is a benefit plan reported by Universal Lighting Technologies, Inc. under EIN 62-1838306 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $149,416 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Lighting Technologies, Inc.
- EIN
- 62-1838306
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $149,416
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20250324110721NAL0012737361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,416
- Net assets (BOY)
- $25,280,715
Income & contributions
- Employer contributions
- $80,298
- Participant contributions
- $340,258
- Total contributions
- $420,556
- Total income / additions
- $2,895,992
Expenses & distributions
- Benefits paid
- $27,295,704
- Administrative expenses
- $731,587
- Total expenses
- $28,027,291
- Net increase / (decrease)
- -$25,131,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $687,324 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $44,079 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $184 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Lighting Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation