2023 Form 5500 filing — Unified Defense Holdings, LLC 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 20241011121707NAL0012471827001) for Unified Defense Holdings, LLC 401(K) Plan, reported by Unified Defense Holdings, LLC under EIN 88-2296782 and plan number 001. It reports 124 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)$2.9MReported net assets$2,906,507
Participants124
Provider compensation$1752 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011121707NAL0012471827001
- Plan sponsor
- Unified Defense Holdings, LLC
- EIN
- 88-2296782
- Plan number
- 001
- Location
- Macon, GA
- 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)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,906,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,906,507
- Employer contributions
- $100,020
- Participant contributions
- $143,691
- Total income / additions
- $619,842
- Benefits paid
- $456,578
- Administrative expenses
- $175
- Total expenses
- $456,753
- Net increase / (decrease)
- $163,089
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $175 | $0 |
| Lincoln Investment Planning LLC | ADVISOR | $0 | $0 |