Computers Unlimited 401(K) Plan — Form 5500 plan (Computers Unlimited, 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, Computers Unlimited 401(K) Plan is a benefit plan reported by Computers Unlimited, Inc. under EIN 81-0375793 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $36,758,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Computers Unlimited, Inc.
- EIN
- 81-0375793
- Plan number
- 001
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $36,758,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240903154215NAL0019085153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,758,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,758,699
- Net assets (BOY)
- $34,340,353
Income & contributions
- Employer contributions
- $259,762
- Participant contributions
- $1,136,745
- Total contributions
- $1,400,449
- Total income / additions
- $8,973,583
Expenses & distributions
- Benefits paid
- $6,445,097
- Administrative expenses
- $109,255
- Total expenses
- $6,555,237
- Net increase / (decrease)
- $2,418,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $72,542 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31,501 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,212 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Computers Unlimited, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Billings, MT
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation