2023 Form 5500 filing — Universal Power Group, Inc. 401(K) 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 20241011093752NAL0021604017001) for Universal Power Group, Inc. 401(K) Retirement Plan, reported by Universal Power Group, Inc. under EIN 75-1288690 and plan number 002. It reports 250 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)$6.8MReported net assets$6,779,093
Participants250
Provider compensation$7701 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011093752NAL0021604017001
Plan sponsor
Universal Power Group, Inc.
EIN
75-1288690
Plan number
002
Location
Coppell, TX
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)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$949.1K
Benefits paid / distributions$945.7K
Contributions
Employer$122.8K
Participant$524.5K
Full reported line items
Total assets (EOY)
$6,779,093
Total liabilities (EOY)
$0
Net assets (EOY)
$6,779,093
Employer contributions
$122,835
Participant contributions
$524,474
Total income / additions
$1,517,023
Benefits paid
$945,706
Administrative expenses
$3,339
Total expenses
$949,070
Net increase / (decrease)
$567,953
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $770 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011093752NAL0021604017001 cover?
It is the 2023 Form 5500 filing for Universal Power Group, Inc. 401(K) Retirement Plan, reported by Universal Power Group, Inc. (EIN 75-1288690).
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