2023 Form 5500 filing — Momentum Employer Group Pooled Employer 401(K) 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 20240502093716NAL0018932227001) for Momentum Employer Group Pooled Employer 401(K) Plan, reported by United 401(K) Plans, Inc. under EIN 20-5321813 and plan number 004. It reports 45 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$67.5KReported net assets$67,468
Participants45
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240502093716NAL0018932227001
- Plan sponsor
- United 401(K) Plans, Inc.
- EIN
- 20-5321813
- Plan number
- 004
- Location
- Salt Lake City, UT
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$67.5K total assets
Net assets$67.5KLiabilities$0
Full reported line items
- Total assets (EOY)
- $67,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,468
- Employer contributions
- $12,335
- Participant contributions
- $50,765
- Total income / additions
- $69,155
- Benefits paid
- $799
- Administrative expenses
- $477
- Total expenses
- $1,687
- Net increase / (decrease)
- $67,468