Plan5500

Universal City Nissan Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Universal City Nissan, 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 City Nissan Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Universal City Nissan, Inc. under EIN 95-2646410 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $2,242,946 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Universal City Nissan, Inc.
EIN
95-2646410
Plan number
001
Plan type
3
Location
Beverly Hills, CA
Latest filing year
2023
Participants
245
End-of-year plan assets
$2,242,946

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20241011153708NAL0022242929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,242,946
Total liabilities (EOY)
$0
Net assets (EOY)
$2,242,946
Net assets (BOY)
$2,036,784

Income & contributions

Total contributions
$0
Total income / additions
$311,773

Expenses & distributions

Benefits paid
$82,086
Administrative expenses
$23,525
Total expenses
$105,611
Net increase / (decrease)
$206,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$13,998$02023
Steel Peak Wealth ManagementINVESTMENT ADVISORY PLAN$10,188$02023

Related Form 5500 pages