2023 Form 5500 filing — Ussc 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 20241002094525NAL0004699459001) for Ussc Retirement Plan, reported by Ussc Acquisition Corp. under EIN 47-4495315 and plan number 001. It reports 299 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)$14.1MReported net assets$14,071,815
Participants299
Provider compensation$63.3K2 Schedule C row(s)$63,314
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002094525NAL0004699459001
- Plan sponsor
- Ussc Acquisition Corp.
- EIN
- 47-4495315
- Plan number
- 001
- Location
- Exton, PA
- 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)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,071,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,815
- Employer contributions
- $558,880
- Participant contributions
- $1,090,798
- Total income / additions
- $3,793,157
- Benefits paid
- $447,854
- Administrative expenses
- $63,314
- Total expenses
- $511,168
- Net increase / (decrease)
- $3,281,989
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $34,995 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $28,319 | not reported in the loaded dataset |