2023 Form 5500 filing — United Warehouse Company Retirement 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 20240906100719NAL0000517715001) for United Warehouse Company Retirement Savings Plan, reported by The United Warehouse Company under EIN 48-0457970 and plan number 001. It reports 198 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)$5.2MReported net assets$5,167,748
Participants198
Provider compensation$30K3 Schedule C row(s)$29,960
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240906100719NAL0000517715001
- Plan sponsor
- The United Warehouse Company
- EIN
- 48-0457970
- Plan number
- 001
- Location
- Wichita, KS
- 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)$5.2M total assets
Net assets$5.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,167,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,167,748
- Employer contributions
- $275,516
- Participant contributions
- $525,785
- Total income / additions
- $1,558,507
- Benefits paid
- $1,015,205
- Administrative expenses
- $29,960
- Total expenses
- $1,046,358
- Net increase / (decrease)
- $512,149
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,892 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,569 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $1,499 | not reported in the loaded dataset |