2023 Form 5500 filing — Pea(K) Utah'S Pooled Employer 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 20241008165810NAL0017077169001) for Pea(K) Utah'S Pooled Employer 401(K) Plan, reported by United 401(K) Plans, Inc. Dba under EIN 20-5321813 and plan number 001. It reports 6,600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008165810NAL0017077169001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- United 401(K) Plans, Inc. Dba
- EIN
- 20-5321813
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 6,600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,833,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,833,578
- Employer contributions
- $7,255,004
- Participant contributions
- $16,261,410
- Total income / additions
- $39,054,453
- Benefits paid
- $10,649,034
- Administrative expenses
- $573,176
- Total expenses
- $11,222,210
- Net increase / (decrease)
- $27,832,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United 401(K) | CONTRACT ADMINISTRATOR | $323,973 | $0 |
| Global Retirement Partners,LLC | INVESTMENT ADVISOR | $190,918 | $0 |