2023 Form 5500 filing — Universal City Nissan Inc. Profit Sharing 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 20241011153708NAL0022242929001) for Universal City Nissan Inc. Profit Sharing 401(K) Plan, reported by Universal City Nissan, Inc. under EIN 95-2646410 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$2.2MReported net assets$2,242,946
Participants245
Provider compensation$24.2K2 Schedule C row(s)$24,186
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011153708NAL0022242929001
- Plan sponsor
- Universal City Nissan, Inc.
- EIN
- 95-2646410
- Plan number
- 001
- Location
- Beverly Hills, CA
- 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)$2.2M total assets
Net assets$2.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,242,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,242,946
- Total income / additions
- $311,773
- Benefits paid
- $82,086
- Administrative expenses
- $23,525
- Total expenses
- $105,611
- Net increase / (decrease)
- $206,162
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $13,998 | $0 |
| Steel Peak Wealth Management | INVESTMENT ADVISORY PLAN | $10,188 | $0 |