2023 Form 5500 filing — Uels, LLC Employees Profit Sharing 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 20240823051959NAL0006104481001) for Uels, LLC Employees Profit Sharing Plan, reported by Uels, LLC under EIN 20-8711000 and plan number 002. It reports 147 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)$15.6MReported net assets$15,611,305
Participants147
Provider compensation$54.8K2 Schedule C row(s)$54,842
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240823051959NAL0006104481001
- Plan sponsor
- Uels, LLC
- EIN
- 20-8711000
- Plan number
- 002
- Location
- Vernal, UT
- Received date
- not reported in the loaded dataset
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)$15.6M total assets
Net assets$15.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,611,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,611,305
- Employer contributions
- $415,172
- Participant contributions
- $749,550
- Total income / additions
- $3,387,652
- Benefits paid
- $681,828
- Administrative expenses
- $54,843
- Total expenses
- $738,533
- Net increase / (decrease)
- $2,649,119
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group, LLC | INVESTMENT/FINANCIAL ADVI | $34,684 | $0 |
| Adp, Inc. | RECORD KEEPER | $20,158 | $0 |