2023 Form 5500 filing — Unidosus Retirement & Employee 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 20240830091202NAL0008276643001) for Unidosus Retirement & Employee Savings Plan, reported by Unidosus under EIN 86-0212873 and plan number 002. It reports 240 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)$20.1MReported net assets$20,050,948
Participants240
Provider compensation$53.9K2 Schedule C row(s)$53,903
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830091202NAL0008276643001
Plan sponsor
Unidosus
EIN
86-0212873
Plan number
002
Location
Washington, DC
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)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$886K
Participant$1.2M
Full reported line items
Total assets (EOY)
$20,050,948
Total liabilities (EOY)
$0
Net assets (EOY)
$20,050,948
Employer contributions
$885,962
Participant contributions
$1,157,786
Total income / additions
$5,101,114
Benefits paid
$1,665,258
Administrative expenses
$53,903
Total expenses
$1,720,400
Net increase / (decrease)
$3,380,714
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $29.4K
  2. 2
    PLAN ADMINISTRATOR · Direct $24.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830091202NAL0008276643001 cover?
It is the 2023 Form 5500 filing for Unidosus Retirement & Employee Savings Plan, reported by Unidosus (EIN 86-0212873).
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