Unitek 401(K) Plan — Form 5500 plan (Unitek Learning Education Group Corp.)
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, Unitek 401(K) Plan is a benefit plan reported by Unitek Learning Education Group Corp. under EIN 84-3760384 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,887 participants and $25,793,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unitek Learning Education Group Corp.
- EIN
- 84-3760384
- Plan number
- 001
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 1,887
- End-of-year plan assets
- $25,793,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,887 | H, C | 20241015203901NAL0017193811004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,793,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,793,148
- Net assets (BOY)
- $19,742,255
Income & contributions
- Employer contributions
- $541,026
- Participant contributions
- $3,343,635
- Total contributions
- $4,786,895
- Total income / additions
- $8,124,739
Expenses & distributions
- Benefits paid
- $1,937,869
- Administrative expenses
- $129,682
- Total expenses
- $2,073,846
- Net increase / (decrease)
- $6,050,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $72,565 | $0 | 2023 |
| One Digital Investment Advisors LLC | INVESTMENT ADVISOR | $30,000 | $0 | 2023 |
| C-Ben Group | CONTRACT ADMIN | $15,380 | $0 | 2023 |
| Resources Investment Advisors LLC | INVESTMENT MGMT | $7,530 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unitek Learning Education Group Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newport Beach, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- One Digital Investment Advisors LLC — Schedule C compensation
- C-Ben Group — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation