2023 Form 5500 filing — Unified Industries, Inc. 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 20240528102314NAL0021473522001) for Unified Industries, Inc. 401(K) Plan, reported by Unified Industries, Inc. under EIN 52-0904783 and plan number 002. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10MReported net assets$9,984,921
Participants102
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240528102314NAL0021473522001
Plan sponsor
Unified Industries, Inc.
EIN
52-0904783
Plan number
002
Location
Kingstowne, VA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$4M
Benefits paid / distributions$4M
Contributions
Employer$0
Participant$502.2K
Full reported line items
Total assets (EOY)
$9,984,921
Total liabilities (EOY)
$0
Net assets (EOY)
$9,984,921
Employer contributions
$0
Participant contributions
$502,208
Total income / additions
$2,921,616
Benefits paid
$4,016,541
Administrative expenses
$2,341
Total expenses
$4,018,882
Net increase / (decrease)
-$1,097,266

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240528102314NAL0021473522001 cover?
It is the 2023 Form 5500 filing for Unified Industries, Inc. 401(K) Plan, reported by Unified Industries, Inc. (EIN 52-0904783).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages