Universal Industrial Sales 401(K) Retirement Savings Plan — Form 5500 plan (Universal Industrial Sales 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, Universal Industrial Sales 401(K) Retirement Savings Plan is a benefit plan reported by Universal Industrial Sales Inc under EIN 87-0458991 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $7,088,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Industrial Sales Inc
- EIN
- 87-0458991
- Plan number
- 001
- Plan type
- 2
- Location
- Lindon, UT
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $7,088,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240708183533NAL0007508851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,088,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,088,756
- Net assets (BOY)
- $5,581,234
Income & contributions
- Employer contributions
- $240,919
- Participant contributions
- $443,112
- Total contributions
- $705,391
- Total income / additions
- $1,668,708
Expenses & distributions
- Benefits paid
- $140,473
- Administrative expenses
- $8,722
- Total expenses
- $161,186
- Net increase / (decrease)
- $1,507,522
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $15,002 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,145 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $1,615 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Industrial Sales Inc
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Lindon, UT
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Dwc Erisa Consultants LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation