Unilock Retirement Plan And Trust (New York) — Form 5500 plan (Unilock New York, 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, Unilock Retirement Plan And Trust (New York) is a benefit plan reported by Unilock New York, Inc. under EIN 98-0103212 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $21,100,660 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unilock New York, Inc.
EIN
98-0103212
Plan number
001
Plan type
2
Location
Brewster, NY
Latest filing year
2023
Participants
132
End-of-year plan assets
$21,100,660

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20241015112536NAL0047563280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,100,660
Total liabilities (EOY)
$0
Net assets (EOY)
$21,100,660
Net assets (BOY)
$17,327,629

Income & contributions

Employer contributions
$898,523
Participant contributions
$765,545
Total contributions
$1,678,681
Total income / additions
$4,249,951

Expenses & distributions

Benefits paid
$403,281
Administrative expenses
$29,307
Total expenses
$440,135
Net increase / (decrease)
$3,809,816

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$14,505$02023
Lawley Retirement AdvisorsINVESTMENT ADVISORY$11,173$1122023
Actuarial Benefits Corp.OTHER SERVICES$0$5,3302023

Related Form 5500 pages