2023 Form 5500 filing — United Business Mail 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 20240722141542NAL0010101313001) for United Business Mail 401(K) Plan And Trust, reported by United Business Mail under EIN 41-1575336 and plan number 001. It reports 314 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)$6MReported net assets$6,014,135
Participants314
Provider compensation$37.3K2 Schedule C row(s)$37,318
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722141542NAL0010101313001
Plan sponsor
United Business Mail
EIN
41-1575336
Plan number
001
Location
Minneapolis, MN
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.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$298.3K
Benefits paid / distributions$261K
Contributions
Employer$201.8K
Participant$374.5K
Full reported line items
Total assets (EOY)
$6,014,135
Total liabilities (EOY)
$0
Net assets (EOY)
$6,014,135
Employer contributions
$201,784
Participant contributions
$374,531
Total income / additions
$1,374,454
Benefits paid
$260,960
Administrative expenses
$37,318
Total expenses
$298,278
Net increase / (decrease)
$1,076,176
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $20.9K
  2. 2
    RECORDKEEPER · Direct $16.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722141542NAL0010101313001 cover?
It is the 2023 Form 5500 filing for United Business Mail 401(K) Plan And Trust, reported by United Business Mail (EIN 41-1575336).
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