Unicity 401(K) Profit Sharing Plan — Form 5500 plan (Unicity International, 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, Unicity 401(K) Profit Sharing Plan is a benefit plan reported by Unicity International, Inc. under EIN 73-1672526 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $16,659,899 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unicity International, Inc.
EIN
73-1672526
Plan number
001
Plan type
2
Location
Orem, UT
Latest filing year
2023
Participants
317
End-of-year plan assets
$16,659,899

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20241009165805NAL0010863267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,659,899
Total liabilities (EOY)
$0
Net assets (EOY)
$16,659,899
Net assets (BOY)
$12,134,505

Income & contributions

Employer contributions
$522,225
Participant contributions
$1,238,855
Total contributions
$2,719,878
Total income / additions
$5,141,783

Expenses & distributions

Benefits paid
$599,583
Administrative expenses
$13,429
Total expenses
$616,389
Net increase / (decrease)
$4,525,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$8,871$02023

Related Form 5500 pages