Universal Land 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Universal Land Construction Company)
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 Land 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Universal Land Construction Company under EIN 91-0952492 and plan number 004. The latest loaded filing year is 2023. The filing reports 173 participants and $13,013,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Land Construction Company
- EIN
- 91-0952492
- Plan number
- 004
- Plan type
- 2
- Location
- Woodinville, WA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $13,013,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240829130906NAL0013557985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,013,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,013,539
- Net assets (BOY)
- $12,105,153
Income & contributions
- Employer contributions
- $437,062
- Participant contributions
- $631,501
- Total contributions
- $1,068,563
- Total income / additions
- $2,917,571
Expenses & distributions
- Benefits paid
- $1,955,559
- Administrative expenses
- $53,626
- Total expenses
- $2,009,185
- Net increase / (decrease)
- $908,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,767 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $21,859 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Land Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Woodinville, WA
- Empower Advisory Group, LLC — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation