2023 Form 5500 filing — Unite Retirement Savings 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 20240807083706NAL0003481889001) for Unite Retirement Savings Plan, reported by Unite Private Networks, LLC under EIN 27-3483570 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807083706NAL0003481889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unite Private Networks, LLC
- EIN
- 27-3483570
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,697,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,697,123
- Employer contributions
- $1,000,740
- Participant contributions
- $3,324,558
- Total income / additions
- $7,625,357
- Benefits paid
- $1,471,882
- Administrative expenses
- $107,132
- Total expenses
- $1,579,014
- Net increase / (decrease)
- $6,046,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISOR | $65,897 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists LLC | RECORDKEEPER | $33,690 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $7,546 | not reported in the loaded dataset |