2023 Form 5500 filing — Universal Display & Fixtures Company 401(K) Retirement 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 20241015113714NAL0029424433001) for Universal Display & Fixtures Company 401(K) Retirement And Profit Sharing Plan, reported by Universal Display & Fixtures Company under EIN 75-1436764 and plan number 002. It reports 147 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)$7.8MReported net assets$7,769,074
Participants147
Provider compensation$55.8K4 Schedule C row(s)$55,833
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015113714NAL0029424433001
Plan sponsor
Universal Display & Fixtures Company
EIN
75-1436764
Plan number
002
Location
Lewisville, TX
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$617K
Benefits paid / distributions$569.7K
Contributions
Employer$196.1K
Participant$443K
Full reported line items
Total assets (EOY)
$7,769,074
Total liabilities (EOY)
$0
Net assets (EOY)
$7,769,074
Employer contributions
$196,145
Participant contributions
$443,039
Total income / additions
$1,571,047
Benefits paid
$569,733
Administrative expenses
$47,261
Total expenses
$616,994
Net increase / (decrease)
$954,053
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18.8K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $16.9K
  3. 3
    INVESTMENT MGMT · Direct $12.4K
  4. 4
    CONTRACT ADMIN · Direct $4.3K · Indirect $3.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113714NAL0029424433001 cover?
It is the 2023 Form 5500 filing for Universal Display & Fixtures Company 401(K) Retirement And Profit Sharing Plan, reported by Universal Display & Fixtures Company (EIN 75-1436764).
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