2023 Form 5500 filing — Unity Limited Partnership 403(B) 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 20241011185754NAL0038060896002) for Unity Limited Partnership 403(B) Plan, reported by Unity Limited Partnership under EIN 39-1750729 and plan number 002. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011185754NAL0038060896002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unity Limited Partnership
- EIN
- 39-1750729
- Plan number
- 002
- Location
- Depere, WI
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,497,067
- Net assets (EOY)
- $14,497,067
- Employer contributions
- $433,896
- Participant contributions
- $1,017,138
- Total income / additions
- $3,934,133
- Benefits paid
- $1,349,296
- Administrative expenses
- $46,800
- Total expenses
- $1,396,096
- Net increase / (decrease)
- $2,538,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $46,800 | $0 |