2023 Form 5500 filing — Unifocus, Lp Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240501220953NAL0016693041001) for Unifocus, Lp Retirement Savings Plan, reported by Unifocus Texas, Lp under EIN 75-2794821 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants133
Provider compensation$1.4K1 Schedule C row(s)$1,431
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240501220953NAL0016693041001
Plan sponsor
Unifocus Texas, Lp
EIN
75-2794821
Plan number
001
Location
Irving, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$346.6K
Total expenses$146.4K
Benefits paid / distributions$141.5K
Contributions
Employer$5.3K
Participant$19.8K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$5,289
Participant contributions
$19,754
Total income / additions
$346,581
Benefits paid
$141,496
Administrative expenses
$4,950
Total expenses
$146,446
Net increase / (decrease)
$200,135
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240501220953NAL0016693041001 cover?
It is the 2023 Form 5500 filing for Unifocus, Lp Retirement Savings Plan, reported by Unifocus Texas, Lp (EIN 75-2794821).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages