2023 Form 5500 filing — Unique Industries, Inc. 401(K) And Profit Sharing 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 20241014190310NAL0015450867001) for Unique Industries, Inc. 401(K) And Profit Sharing Plan, reported by Unique Industries, Inc. under EIN 23-1601707 and plan number 004. It reports 914 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)$35.7MReported net assets$35,677,834
Participants914
Provider compensation$124.3K2 Schedule C row(s)$124,286
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014190310NAL0015450867001
Plan sponsor
Unique Industries, Inc.
EIN
23-1601707
Plan number
004
Location
Philadelphia, PA
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)$35.7M total assets
Net assets$35.7MLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$2.6M
Benefits paid / distributions$2.4M
Contributions
Employer$1.4M
Participant$1.7M
Full reported line items
Total assets (EOY)
$35,677,834
Total liabilities (EOY)
$0
Net assets (EOY)
$35,677,834
Employer contributions
$1,423,971
Participant contributions
$1,727,587
Total income / additions
$8,787,391
Benefits paid
$2,431,506
Administrative expenses
$124,286
Total expenses
$2,586,077
Net increase / (decrease)
$6,201,314
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $96.3K · Indirect $0
  2. 2
    ADVISOR · Direct $28K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014190310NAL0015450867001 cover?
It is the 2023 Form 5500 filing for Unique Industries, Inc. 401(K) And Profit Sharing Plan, reported by Unique Industries, Inc. (EIN 23-1601707).
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