2023 Form 5500 filing — Ubeo LLC 401k 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 20241001164209NAL0007481633001) for Ubeo LLC 401k Retirement Plan, reported by Ubeo, LLC under EIN 81-5293028 and plan number 001. It reports 870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001164209NAL0007481633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ubeo, LLC
- EIN
- 81-5293028
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,137,200
- Net assets (EOY)
- $40,137,200
- Employer contributions
- $1,361,309
- Participant contributions
- $3,951,599
- Total income / additions
- $13,302,711
- Benefits paid
- $3,583,266
- Administrative expenses
- $76,610
- Total expenses
- $3,669,007
- Net increase / (decrease)
- $9,633,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | INVESTMENT ADVISOR | $102,932 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGER | $76,185 | not reported in the loaded dataset |
| Definiti LLC | CONTRACT ADMIN | $35,650 | $10,000 |