2023 Form 5500 filing — Urban Strategies 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 20241015094314NAL0027974193001) for Urban Strategies LLC 401(K) Plan, reported by Urban Strategies, LLC under EIN 51-0443590 and plan number 001. It reports 582 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)$2.6MReported net assets$2,559,670
Participants582
Provider compensation$8.4K2 Schedule C row(s)$8,373
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015094314NAL0027974193001
Plan sponsor
Urban Strategies, LLC
EIN
51-0443590
Plan number
001
Location
Arlington, VA
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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$157.8K
Benefits paid / distributions$149.4K
Contributions
Employer$395.2K
Participant$526K
Full reported line items
Total assets (EOY)
$2,559,670
Total liabilities (EOY)
$0
Net assets (EOY)
$2,559,670
Employer contributions
$395,229
Participant contributions
$526,012
Total income / additions
$1,261,306
Benefits paid
$149,432
Administrative expenses
$8,373
Total expenses
$157,805
Net increase / (decrease)
$1,103,501
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $4.5K
  2. 2
    NONE · Direct $3.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015094314NAL0027974193001 cover?
It is the 2023 Form 5500 filing for Urban Strategies LLC 401(K) Plan, reported by Urban Strategies, LLC (EIN 51-0443590).
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