Unlimited Construction Services Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Unlimited Construction Services 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, Unlimited Construction Services Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Unlimited Construction Services Inc. under EIN 99-0284837 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $13,032,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unlimited Construction Services Inc.
- EIN
- 99-0284837
- Plan number
- 001
- Plan type
- 2
- Location
- Lihue, HI
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $13,032,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250911095736NAL0000159635001 |
| 2023 | 258 | H, C | 20250911095856NAL0000362017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,032,649
- Net assets (EOY)
- $13,032,649
- Net assets (BOY)
- $9,854,745
Income & contributions
- Employer contributions
- $514,801
- Participant contributions
- $787,545
- Total contributions
- $1,382,412
- Total income / additions
- $3,295,237
Expenses & distributions
- Benefits paid
- $74,563
- Administrative expenses
- $42,770
- Total expenses
- $117,333
- Net increase / (decrease)
- $3,177,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Advocates Investment Man | INVESTMENT ADVISORY - PLA | $36,283 | $0 | 2023 |
| Hunnex And Shoemaker, Inc. | RECORDKEEPER | $2,800 | $163 | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $2,914 | $0 | 2023 |
| Financial Advocates Investment | SECURITIES BROKERAGE | $1,588 | $0 | 2023 |
| Financial Advocates Inv Mgmt | SECURITIES BROKERAGE | $424 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $5 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unlimited Construction Services Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Lihue, HI
- Financial Advocates Investment Man — Schedule C compensation
- Hunnex And Shoemaker, Inc. — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Financial Advocates Investment — Schedule C compensation
- Financial Advocates Inv Mgmt — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation