2023 Form 5500 filing — Unison-Ucg 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 20240917085636NAL0001628931001) for Unison-Ucg 401(K) Plan, reported by Unison Consulting, Inc. under EIN 36-3648595 and plan number 002. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.3MReported net assets$5,345,885
Participants62
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917085636NAL0001628931001
Plan sponsor
Unison Consulting, Inc.
EIN
36-3648595
Plan number
002
Location
Chicago, IL
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$78.5K
Benefits paid / distributions$43.3K
Contributions
Employer$141.4K
Participant$478.7K
Full reported line items
Total assets (EOY)
$5,345,885
Total liabilities (EOY)
$0
Net assets (EOY)
$5,345,885
Employer contributions
$141,421
Participant contributions
$478,741
Total income / additions
$1,401,019
Benefits paid
$43,255
Administrative expenses
$35,174
Total expenses
$78,475
Net increase / (decrease)
$1,322,544

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917085636NAL0001628931001 cover?
It is the 2023 Form 5500 filing for Unison-Ucg 401(K) Plan, reported by Unison Consulting, Inc. (EIN 36-3648595).
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