2023 Form 5500 filing — Universal Industries Employees' Profit Sharing And 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 20241015135953NAL0028676161002) for Universal Industries Employees' Profit Sharing And 401(K) Plan, reported by Pgt Trucking, Inc. under EIN 25-1338962 and plan number 002. It reports 695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135953NAL0028676161002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pgt Trucking, Inc.
- EIN
- 25-1338962
- Plan number
- 002
- Location
- Aliquippa, PA
- Participants
- 695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,225,597
- Net assets (EOY)
- $20,225,597
- Employer contributions
- $735,607
- Participant contributions
- $1,285,626
- Total income / additions
- $5,628,061
- Benefits paid
- $1,456,660
- Administrative expenses
- $93,199
- Total expenses
- $1,550,633
- Net increase / (decrease)
- $4,077,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs Wealth Mgmt. Adv. | INVESTMENT ADVISOR | $52,604 | not reported in the loaded dataset |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $32,634 | not reported in the loaded dataset |
| Charles Schwab Trust Company | PLAN CUSTODIAN | $7,961 | $0 |