2023 Form 5500 filing — Unisyn Precision Components 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 20241014104822NAL0027071681001) for Unisyn Precision Components Retirement Plan, reported by Upc Holdings Iii Corp. under EIN 86-2331086 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104822NAL0027071681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upc Holdings Iii Corp.
- EIN
- 86-2331086
- Plan number
- 001
- Location
- Willoughby, OH
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,999,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,999,329
- Employer contributions
- $549,892
- Participant contributions
- $670,345
- Total income / additions
- $3,144,317
- Benefits paid
- $578,376
- Administrative expenses
- $35,407
- Total expenses
- $613,783
- Net increase / (decrease)
- $2,530,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,134 | $0 |
| Mma Securities | ADVISOR | $12,918 | not reported in the loaded dataset |