U.S. Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, U.S. Holdings, Inc. (EIN 59-0490595) is a plan sponsor located in Hialeah, FL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0490595
Location
Hialeah, FL
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,484,226
Total reported net assets (EOY)
$17,484,226

Contributions & income

Employer contributions
$691,844
Participant contributions
$874,335
Total income / additions
$3,900,484

Expenses & distributions

Benefits paid / distributions
$4,317,960
Total expenses
$4,416,709
Net increase / (decrease)
-$516,225

Coverage

Total reported participants
704
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

U.S. Holdings, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
U.S. Holdings, Inc. Et Al 401(K) Plan001248$17,484,2262023
U. S. Holdings Inc Group Health Plan501352not reported in the loaded dataset2023
U. S. Holdings Inc Voluntary Products Plan504104not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for U.S. Holdings, Inc.
YearPlanParticipantsSchedulesFiling
2023U.S. Holdings, Inc. Et Al 401(K) Plan248H, C20250106115041NAL0012861456001
2023U. S. Holdings Inc Group Health Plan35220250407081810NAL0018208481001
2023U. S. Holdings Inc Voluntary Products Plan10420250407082416NAL0025067120001

Related Form 5500 pages