Uniloy 401(K) Plan — Form 5500 plan (Uniloy, 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, Uniloy 401(K) Plan is a benefit plan reported by Uniloy, Inc. under EIN 83-4499291 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $14,005,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uniloy, Inc.
- EIN
- 83-4499291
- Plan number
- 001
- Plan type
- 2
- Location
- Tecumseh, MI
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $14,005,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20240926062455NAL0000185491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,005,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,005,366
- Net assets (BOY)
- $9,564,402
Income & contributions
- Employer contributions
- $400,235
- Participant contributions
- $1,186,697
- Total contributions
- $1,791,264
- Total income / additions
- $3,767,271
Expenses & distributions
- Benefits paid
- $2,325,129
- Administrative expenses
- $39,600
- Total expenses
- $2,398,174
- Net increase / (decrease)
- $1,369,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $39,499 | $0 | 2023 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $36,396 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uniloy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Tecumseh, MI
- Principal Life Insurance Company — Schedule C compensation
- S B H U Life Agency Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation