2023 Form 5500 filing — Unique Fabricating Inc Profit Sharing And 401 K 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 20240905162305NAL0044117778001) for Unique Fabricating Inc Profit Sharing And 401 K Plan, reported by Unique Fabricating Inc under EIN 52-2108349 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905162305NAL0044117778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unique Fabricating Inc
- EIN
- 52-2108349
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,328,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,328,981
- Employer contributions
- $230,979
- Participant contributions
- $477,092
- Total income / additions
- $1,976,425
- Benefits paid
- $3,553,149
- Administrative expenses
- $145,726
- Total expenses
- $3,698,875
- Net increase / (decrease)
- -$1,722,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Giuliano, Miller & Company | ACCOUNTANT | $50,000 | not reported in the loaded dataset |
| Watkins Ross Company | TPA | $49,797 | not reported in the loaded dataset |
| Plante & Moran, Pllc | AUDITOR | $29,000 | not reported in the loaded dataset |
| Gregory J Schwartz Co | ADVISOR | $19,540 | not reported in the loaded dataset |
| Watkins Ross | TPA | $12,674 | not reported in the loaded dataset |
| Gregory J Schwartz Co. | ADVISOR | $5,514 | not reported in the loaded dataset |
| Charles Schwab Bank | CUSTODIAN | $31 | $4,917 |