United Built Homes 401(K) Profit Sharing Plan — Form 5500 plan (United Built Homes, 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, United Built Homes 401(K) Profit Sharing Plan is a benefit plan reported by United Built Homes, LLC under EIN 72-0506617 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $24,488,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Built Homes, LLC
EIN
72-0506617
Plan number
002
Plan type
2
Location
Shreveport, LA
Latest filing year
2023
Participants
218
End-of-year plan assets
$24,488,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20241001093413NAL0003869555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,488,389
Total liabilities (EOY)
$0
Net assets (EOY)
$24,488,389
Net assets (BOY)
$21,608,833

Income & contributions

Employer contributions
$815,298
Participant contributions
$884,652
Total contributions
$1,699,950
Total income / additions
$5,162,104

Expenses & distributions

Benefits paid
$2,218,756
Administrative expenses
$63,792
Total expenses
$2,282,548
Net increase / (decrease)
$2,879,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCINVESTMENT ADVISOR$44,602not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$19,190$02023

Related Form 5500 pages