2023 Form 5500 filing — Uniek, Inc. Employees' Retirement 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 20240913105459NAL0011543921001) for Uniek, Inc. Employees' Retirement Plan, reported by Uniek, Inc. under EIN 39-1935084 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)$24MReported net assets$23,970,906

Participants198

Provider compensation$36.1K4 Schedule C row(s)$36,142

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240913105459NAL0011543921001
Plan sponsor: Uniek, Inc.
EIN: 39-1935084
Plan number: 001
Location: Waunakee, WI
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)$24M total assets

Net assets$24MLiabilities$0

Money in vs. money out

Total income / additions$4.8M

Total expenses$2.1M

Benefits paid / distributions$2.1M

Contributions

Employer$366K

Participant$734.3K

Full reported line items

Total assets (EOY): $23,970,906
Total liabilities (EOY): $0
Net assets (EOY): $23,970,906
Employer contributions: $366,007
Participant contributions: $734,341
Total income / additions: $4,759,492
Benefits paid: $2,109,400
Administrative expenses: $36,143
Total expenses: $2,143,822
Net increase / (decrease): $2,615,670

Schedule C

Reported service provider compensation

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

1
Gallagher Benefit Services Inc Dba$27.5K
INVESTMENT ADVISOR · Direct $27.5K
2
Empower Advisory Group, LLC$4.9K
INVESTMENT MGMT · Direct $4.9K
3
Baker Tilly Virchow Krause, Llp$2K
AUDITOR · Direct $2K
4
Empower Annuity Insurance Company$1.7K
RECORDKEEPER · Direct $1.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913105459NAL0011543921001 cover?: It is the 2023 Form 5500 filing for Uniek, Inc. Employees' Retirement Plan, reported by Uniek, Inc. (EIN 39-1935084).
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).