Plan5500

Uw Solutions Retirement Savings Plan — Form 5500 plan (Universal Woods, 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, Uw Solutions Retirement Savings Plan is a benefit plan reported by Universal Woods, LLC under EIN 83-3763714 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $19,827,431 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.8MPlan net assets, end of year$19,827,431
Participants394Covered participants reported
Assets / participant$50.3KComputed: assets ÷ participants$50,323 (computed)
Provider compensation$124.1K2 Schedule C provider row(s)$124,088
Plan sponsor
Universal Woods, LLC
EIN
83-3763714
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    394 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)$19.8M total assets
Net assets$19.8MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$659.6K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$19,827,431
Total liabilities (EOY)
$0
Net assets (EOY)
$19,827,431
Net assets (BOY)
$18,589,587

Income & contributions

Employer contributions
$659,571
Participant contributions
$1,301,907
Total contributions
$2,033,133
Total income / additions
$5,050,353

Expenses & distributions

Benefits paid
$3,723,104
Administrative expenses
$88,118
Total expenses
$3,812,509
Net increase / (decrease)
$1,237,844
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 34%Participant 66%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income74%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
    Principal Life Insurance Company$88.1K
    CONTRACT ADMINISTRATOR · Direct $88.1K · Indirect $0
  2. 2
    Stock Yards Bank & Trust$36K
    OTHER SERVICES · Direct $0 · Indirect $36K

Related Form 5500 pages