2023 Form 5500 filing — Unitedlex 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 20241015111601NAL0014465267001) for Unitedlex 401(K) Plan, reported by Unitedlex Corporation under EIN 20-5529066 and plan number 001. It reports 1,158 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)$34.1MReported net assets$34,068,914
Participants1.2K1,158
Provider compensation$59.8K2 Schedule C row(s)$59,794
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015111601NAL0014465267001
Plan sponsor
Unitedlex Corporation
EIN
20-5529066
Plan number
001
Location
Overland Park, KS
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)$34.1M total assets
Net assets$34.1MLiabilities$0
Money in vs. money out
Total income / additions$9.9M
Total expenses$5.2M
Benefits paid / distributions$5.2M
Contributions
Employer$663.8K
Participant$3.7M
Full reported line items
Total assets (EOY)
$34,068,914
Total liabilities (EOY)
$0
Net assets (EOY)
$34,068,914
Employer contributions
$663,786
Participant contributions
$3,667,299
Total income / additions
$9,897,716
Benefits paid
$5,154,713
Administrative expenses
$59,794
Total expenses
$5,220,300
Net increase / (decrease)
$4,677,416
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $53.8K · Indirect $0
  2. 2
    ADVISOR · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015111601NAL0014465267001 cover?
It is the 2023 Form 5500 filing for Unitedlex 401(K) Plan, reported by Unitedlex Corporation (EIN 20-5529066).
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