2023 Form 5500 filing — Ust Global Inc 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 20241015110510NAL0047496640001) for Ust Global Inc 401(K) Plan, reported by Ust Global Inc under EIN 26-1539797 and plan number 001. It reports 3,963 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110510NAL0047496640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ust Global Inc
- EIN
- 26-1539797
- Plan number
- 001
- Location
- Aliso Viejo, CA
- Participants
- 3,963
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,615,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,615,106
- Employer contributions
- $7,669,963
- Participant contributions
- $25,792,190
- Total income / additions
- $59,184,043
- Benefits paid
- $11,010,736
- Administrative expenses
- $389,533
- Total expenses
- $11,427,378
- Net increase / (decrease)
- $47,756,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $342,435 | $0 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $47,098 | not reported in the loaded dataset |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $43,263 |