2023 Form 5500 filing — Unwin Company 401(K) Plan And Trust
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 20240719140358NAL0012225344001) for Unwin Company 401(K) Plan And Trust, reported by Unwin Company under EIN 31-1469050 and plan number 002. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719140358NAL0012225344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unwin Company
- EIN
- 31-1469050
- Plan number
- 002
- Location
- Hilliard, OH
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,347,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,347,108
- Employer contributions
- $2,192,585
- Participant contributions
- $2,944,502
- Total income / additions
- $9,565,898
- Benefits paid
- $7,080,105
- Administrative expenses
- $151,888
- Total expenses
- $7,231,993
- Net increase / (decrease)
- $2,333,905
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $143,968 | not reported in the loaded dataset |
| Lpl Financial LLC | INVESTMENT ADVISOR | $0 | $141,341 |
| Aps-Pentegra | TPA | $7,920 | not reported in the loaded dataset |