2023 Form 5500 filing — United Audit Systems,Inc. Savings & Investment 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 20241015144419NAL0016657059001) for United Audit Systems,Inc. Savings & Investment Plan, reported by United Audit Systems Inc. under EIN 31-1166780 and plan number 001. It reports 479 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)$23.6MReported net assets$23,621,260

Participants479

Provider compensation$165.3K5 Schedule C row(s)$165,331

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015144419NAL0016657059001
Plan sponsor: United Audit Systems Inc.
EIN: 31-1166780
Plan number: 001
Location: Cincinnati, OH
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)$23.6M total assets

Net assets$23.6MLiabilities$0

Money in vs. money out

Total income / additions$6.9M

Total expenses$5.1M

Benefits paid / distributions$5M

Contributions

Employer$216.6K

Participant$2.2M

Full reported line items

Total assets (EOY): $23,621,260
Total liabilities (EOY): $0
Net assets (EOY): $23,621,260
Employer contributions: $216,589
Participant contributions: $2,188,930
Total income / additions: $6,895,895
Benefits paid: $5,026,474
Administrative expenses: $101,444
Total expenses: $5,127,918
Net increase / (decrease): $1,767,977

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$95.1K
CONTRACT ADMINISTRATOR · Direct $95.1K · Indirect $0
2
Avantax Insurance Agency LLC$40.8K
OTHER SERVICES · Direct $0 · Indirect $40.8K
3
Burke & Schindler Pll$17K
CONTRACT ADMINISTRATOR · Direct $6.4K · Indirect $10.6K
4
Avantax Investment Services Inc.$12.5K
OTHER SERVICES · Direct $0 · Indirect $12.5K
5
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144419NAL0016657059001 cover?: It is the 2023 Form 5500 filing for United Audit Systems,Inc. Savings & Investment Plan, reported by United Audit Systems Inc. (EIN 31-1166780).
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).