Universal Pure 401(K) Plan — Form 5500 plan (Universal Pure Holdings, 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, Universal Pure 401(K) Plan is a benefit plan reported by Universal Pure Holdings, LLC under EIN 80-0871967 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $5,566,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Pure Holdings, LLC
- EIN
- 80-0871967
- Plan number
- 001
- Plan type
- 2
- Location
- Villa Rica, GA
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $5,566,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241014063149NAL0012937395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,566,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,566,518
- Net assets (BOY)
- $3,715,972
Income & contributions
- Employer contributions
- $323,735
- Participant contributions
- $653,385
- Total contributions
- $986,574
- Total income / additions
- $1,818,600
Expenses & distributions
- Benefits paid
- $475,806
- Administrative expenses
- $47,326
- Total expenses
- $523,132
- Net increase / (decrease)
- $1,295,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Corporation Of America | NONE | $28,301 | not reported in the loaded dataset | 2023 |
| Pca Investment Advisory Services | NONE | $19,025 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $1,654 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Pure Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Villa Rica, GA
- Pension Corporation Of America — Schedule C compensation
- Pca Investment Advisory Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation