Udc 401k Plan — Form 5500 plan (University Development Corp)
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, Udc 401k Plan is a benefit plan reported by University Development Corp under EIN 72-1027314 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,094 participants and $2,637,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Development Corp
- EIN
- 72-1027314
- Plan number
- 001
- Plan type
- 2
- Location
- Shreveport, LA
- Latest filing year
- 2023
- Participants
- 1,094
- End-of-year plan assets
- $2,637,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,094 | H, C | 20250813082940NAL0008651553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,637,338
- Total liabilities (EOY)
- $18,469
- Net assets (EOY)
- $2,618,869
- Net assets (BOY)
- $3,752,509
Income & contributions
- Employer contributions
- $109,928
- Participant contributions
- $547,283
- Total contributions
- $657,211
- Total income / additions
- $1,158,606
Expenses & distributions
- Benefits paid
- $897,250
- Administrative expenses
- $40,058
- Total expenses
- $937,308
- Net increase / (decrease)
- $221,298
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $35,605 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY-PLAN | $10,058 | not reported in the loaded dataset | 2023 |
| Heard Mcelroy & Vestal LLC | RECORDKEEPER | $8,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Development Corp
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Shreveport, LA
- Transamerica Retirement Solutions — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Heard Mcelroy & Vestal LLC — Schedule C compensation