2023 Form 5500 filing — Usalco, LLC 401(K) Retirement Savings 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 20241007055658NAL0008688291001) for Usalco, LLC 401(K) Retirement Savings Plan, reported by Usalco, LLC under EIN 27-1125234 and plan number 001. It reports 396 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)$43.7MReported net assets$43,705,944
Participants396
Provider compensation$8.3K1 Schedule C row(s)$8,323
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007055658NAL0008688291001
Plan sponsor
Usalco, LLC
EIN
27-1125234
Plan number
001
Location
Baltimore, MD
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$43.7M total assets
Net assets$43.7MLiabilities$0
Money in vs. money out
Total income / additions$10.2M
Total expenses$7.6M
Benefits paid / distributions$7.5M
Contributions
Employer$1.5M
Participant$2.8M
Full reported line items
Total assets (EOY)
$43,705,944
Total liabilities (EOY)
$0
Net assets (EOY)
$43,705,944
Employer contributions
$1,545,760
Participant contributions
$2,801,488
Total income / additions
$10,170,573
Benefits paid
$7,531,820
Administrative expenses
$8,323
Total expenses
$7,645,662
Net increase / (decrease)
$2,524,911
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    PLAN ADMINISTRATOR · Direct $8.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007055658NAL0008688291001 cover?
It is the 2023 Form 5500 filing for Usalco, LLC 401(K) Retirement Savings Plan, reported by Usalco, LLC (EIN 27-1125234).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages