United Data Technologies, 401(K) Retirement Plan — Form 5500 plan (United Data 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, United Data Technologies, 401(K) Retirement Plan is a benefit plan reported by United Data Technologies, Inc. under EIN 65-0566138 and plan number 002. The latest loaded filing year is 2023. The filing reports 474 participants and $19,373,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Data Technologies, Inc.
- EIN
- 65-0566138
- Plan number
- 002
- Plan type
- 2
- Location
- Miramar, FL
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $19,373,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20241014183917NAL0026953121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,373,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,373,475
- Net assets (BOY)
- $14,462,467
Income & contributions
- Employer contributions
- $300,859
- Participant contributions
- $2,673,803
- Total contributions
- $3,097,322
- Total income / additions
- $6,308,848
Expenses & distributions
- Benefits paid
- $1,331,791
- Administrative expenses
- $51,263
- Total expenses
- $1,397,840
- Net increase / (decrease)
- $4,911,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Financial Advisers | ADVISOR | $31,550 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,618 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,095 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Data Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miramar, FL
- United Capital Financial Advisers — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation