2023 Form 5500 filing — United Consulting Group, Ltd 401(K) 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 20240903091340NAL0009142291001) for United Consulting Group, Ltd 401(K) Profit Sharing Plan, reported by United Consulting Group, Ltd. under EIN 58-1881430 and plan number 001. It reports 209 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)$19MReported net assets$18,957,289
Participants209
Provider compensation$15.5K2 Schedule C row(s)$15,488
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903091340NAL0009142291001
Plan sponsor
United Consulting Group, Ltd.
EIN
58-1881430
Plan number
001
Location
Norcross, GA
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)$19M total assets
Net assets$19MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$293.5K
Participant$785.3K
Full reported line items
Total assets (EOY)
$18,957,289
Total liabilities (EOY)
$0
Net assets (EOY)
$18,957,289
Employer contributions
$293,535
Participant contributions
$785,260
Total income / additions
$3,938,061
Benefits paid
$1,567,617
Administrative expenses
$15,488
Total expenses
$1,609,323
Net increase / (decrease)
$2,328,738
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER · Direct $14K
  2. 2
    RECORDKEEPER · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903091340NAL0009142291001 cover?
It is the 2023 Form 5500 filing for United Consulting Group, Ltd 401(K) Profit Sharing Plan, reported by United Consulting Group, Ltd. (EIN 58-1881430).
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