Plan5500

United Ability, 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, United Ability, Inc. (EIN 63-0307960) is a plan sponsor located in Birmingham, AL with 2 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
63-0307960
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for United Ability, Inc.

  • 2 loaded plans hold $6.2M in reported assets.
  • The largest, United Ability, Inc. 403(B) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 367 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.2MSummed across loaded plans$6,247,772
Total reported assets$6.2M$6,247,772
Total reported participants367
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6.2M total assets
Net assets$6.2MLiabilities—
Contributions & income
Employer contributions$243.8K
Participant contributions$396K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$982.2K
Total expenses$1M
Net increase / (decrease)$682.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%United Ability, Inc. 403(B) Retirement Plan
Participants per plan184Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United Ability, Inc. 403(B) Retirement Plan$6.2M
    Plan #001 · 209 participants · 2023
  2. 2
    United Ability, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 158 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for United Ability, Inc.. Open one for its full reported snapshot.

  1. 2023
    United Ability, Inc. 403(B) Retirement Plan209 participants · 2Sch H
    View filing →
  2. 2023
    United Ability, Inc. Employee Benefits Plan158 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does United Ability, Inc. report on Form 5500?
United Ability, Inc. (EIN 63-0307960) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for United Ability, Inc.?
The Employer Identification Number (EIN) reported for United Ability, Inc. is 63-0307960.
What is the latest Form 5500 filing year for United Ability, Inc.?
The latest loaded Form 5500 filing year for United Ability, Inc. is 2023.

Related Form 5500 pages