Plan5500

Unicon, Inc. 401(K) Plan — Form 5500 plan (Unicon, 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, Unicon, Inc. 401(K) Plan is a benefit plan reported by Unicon, Inc. under EIN 86-0731129 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $23,430,154 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unicon, Inc.
EIN
86-0731129
Plan number
001
Plan type
2
Location
Gilbert, AZ
Latest filing year
2023
Participants
146
End-of-year plan assets
$23,430,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241001122320NAL0007047825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,430,154
Total liabilities (EOY)
$0
Net assets (EOY)
$23,430,154
Net assets (BOY)
$20,792,459

Income & contributions

Employer contributions
$403,212
Participant contributions
$978,467
Total contributions
$1,393,752
Total income / additions
$4,942,164

Expenses & distributions

Benefits paid
$2,253,638
Administrative expenses
$50,831
Total expenses
$2,304,469
Net increase / (decrease)
$2,637,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Hays Financial Group, LLCINVESTMENT ADVISOR$22,500not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$21,783$02023
Empower Advisory Group, LLCINVESTMENT MGMT$6,547not reported in the loaded dataset2023

Related Form 5500 pages