2023 Form 5500 filing — The Unico 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 20241001120433NAL0003953267001) for The Unico 401(K) Plan, reported by Unico Properties LLC under EIN 34-2065558 and plan number 002. It reports 435 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)$57.1MReported net assets$57,082,036
Participants435
Provider compensation$155K2 Schedule C row(s)$154,988
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001120433NAL0003953267001
- Plan sponsor
- Unico Properties LLC
- EIN
- 34-2065558
- Plan number
- 002
- Location
- Seattle, WA
- 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)$57.1M total assets
Net assets$57.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $57,082,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,082,036
- Employer contributions
- $1,851,448
- Participant contributions
- $3,450,049
- Total income / additions
- $14,286,262
- Benefits paid
- $3,146,997
- Administrative expenses
- $154,988
- Total expenses
- $3,301,985
- Net increase / (decrease)
- $10,984,277
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $95,847 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $59,141 | $0 |