2023 Form 5500 filing — Unico, Inc. 401(K) Profit Sharing Plan & Trust

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 20240906095106NAL0000935153001) for Unico, Inc. 401(K) Profit Sharing Plan & Trust, reported by Unico, Inc. under EIN 20-2948291 and plan number 001. It reports 85 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,596,723
Participants85
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240906095106NAL0000935153001
Plan sponsor
Unico, Inc.
EIN
20-2948291
Plan number
001
Location
Arnold, MO
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$917.9K
Benefits paid / distributions$899K
Contributions
Employer$169.9K
Participant$292.8K
Full reported line items
Total assets (EOY)
$4,596,723
Total liabilities (EOY)
$0
Net assets (EOY)
$4,596,723
Employer contributions
$169,885
Participant contributions
$292,832
Total income / additions
$1,181,148
Benefits paid
$898,971
Administrative expenses
$14,420
Total expenses
$917,900
Net increase / (decrease)
$263,248

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906095106NAL0000935153001 cover?
It is the 2023 Form 5500 filing for Unico, Inc. 401(K) Profit Sharing Plan & Trust, reported by Unico, Inc. (EIN 20-2948291).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages