Plan5500

Universal Athletic Services, Inc. 401(K) Retirement Plan — Form 5500 plan (Universal Athletic Services, 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, Universal Athletic Services, Inc. 401(K) Retirement Plan is a benefit plan reported by Universal Athletic Services, Inc. under EIN 81-0340377 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $8,893,191 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,893,191
Participants137Covered participants reported
Assets / participant$64.9KComputed: assets ÷ participants$64,914 (computed)
Provider compensation$59.9K5 Schedule C provider row(s)$59,887
Plan sponsor
Universal Athletic Services, Inc.
EIN
81-0340377
Plan number
002
Plan type
2
Location
Bozeman, MT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    137 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$632.4K
Benefits paid / distributions$578.5K
Contributions
Employer$53.6K
Participant$207.4K
Full reported line items

Net assets

Total assets (EOY)
$8,893,191
Total liabilities (EOY)
$0
Net assets (EOY)
$8,893,191
Net assets (BOY)
$7,885,713

Income & contributions

Employer contributions
$53,638
Participant contributions
$207,380
Total contributions
$338,580
Total income / additions
$1,639,897

Expenses & distributions

Benefits paid
$578,524
Administrative expenses
$53,895
Total expenses
$632,419
Net increase / (decrease)
$1,007,478
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lpl Financial$28.8K
    INVESTMENT ADVISOR · Direct $28.8K
  2. 2
    Sannah Brandt LLC United Pension$13.7K
    CONTRACT ADMIN · Direct $13.7K
  3. 3
    Empower Annuity Insurance Company$9.3K
    RECORDKEEPER · Direct $9.3K · Indirect $0
  4. 4
    Leafhouse Financial Advisors, LLC$6.6K
    OTHER · Direct $6.6K
  5. 5
    Empower Advisory Group, LLC$1.4K
    INVESTMENT ADVISORS · Direct $1.4K

What to inspect next

Frequently asked questions

Who sponsors the Universal Athletic Services, Inc. 401(K) Retirement Plan?
Universal Athletic Services, Inc. 401(K) Retirement Plan is reported as sponsored by Universal Athletic Services, Inc. (EIN 81-0340377, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Universal Athletic Services, Inc. 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Universal Athletic Services, Inc. 401(K) Retirement Plan is 2023.
How many participants does Universal Athletic Services, Inc. 401(K) Retirement Plan report?
Universal Athletic Services, Inc. 401(K) Retirement Plan reports 137 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Universal Athletic Services, Inc. 401(K) Retirement Plan?
Universal Athletic Services, Inc. 401(K) Retirement Plan reports $8,893,191 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages