2023 Form 5500 filing — Ubeo West Region 401k Profit Sharing 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 20241002164105NAL0009159745001) for Ubeo West Region 401k Profit Sharing Plan, reported by Ubeo West Region LLC under EIN 94-1461160 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002164105NAL0009159745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ubeo West Region LLC
- EIN
- 94-1461160
- Plan number
- 001
- Location
- Chico, CA
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,867,810
- Net assets (EOY)
- $24,867,810
- Employer contributions
- $697,721
- Participant contributions
- $2,044,843
- Total income / additions
- $7,232,305
- Benefits paid
- $1,442,847
- Administrative expenses
- $106,690
- Total expenses
- $1,549,537
- Net increase / (decrease)
- $5,682,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | CONTRACT ADMIN | $163,010 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISOR | $61,957 | not reported in the loaded dataset |
| Empower Annuity Group | RECORDKEEPER | $28,213 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $10,689 | not reported in the loaded dataset |