2023 Form 5500 filing — United Property Associates 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 20240715190204NAL0001090947001) for United Property Associates 401(K) Plan, reported by United Property Associates, Inc. under EIN 54-1323054 and plan number 004. It reports 161 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

Participants161

Provider compensation$22.1K2 Schedule C row(s)$22,093

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240715190204NAL0001090947001
Plan sponsor: United Property Associates, Inc.
EIN: 54-1323054
Plan number: 004
Location: Virginia Beach, 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 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$366.9K

Total expenses$114.8K

Benefits paid / distributions$99.1K

Contributions

Employer$0

Participant$225.9K

Full reported line items

Total assets (EOY): $0
Net assets (EOY): $0
Employer contributions: $0
Participant contributions: $225,918
Total income / additions: $366,867
Benefits paid: $99,077
Administrative expenses: $15,767
Total expenses: $114,844
Net increase / (decrease): $252,023

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$15.8K
CONTRACT ADMINISTRATOR · Direct $15.8K · Indirect $0
2
Kestra Advisory Services, LLC$6.3K
INVESTMENT ADVISORY · Direct $0 · Indirect $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715190204NAL0001090947001 cover?: It is the 2023 Form 5500 filing for United Property Associates 401(K) Plan, reported by United Property Associates, Inc. (EIN 54-1323054).
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).