2023 Form 5500 filing — Union Supply Company, Inc. 401(K) Profit Sharing Plan & Trust
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 20241015163903NAL0050489280001) for Union Supply Company, Inc. 401(K) Profit Sharing Plan & Trust, reported by Union Supply Group, Inc. under EIN 33-0464758 and plan number 001. It reports 468 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)$7.5MReported net assets$7,481,925
Participants468
Provider compensation$47.4K2 Schedule C row(s)$47,381
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015163903NAL0050489280001
- Plan sponsor
- Union Supply Group, Inc.
- EIN
- 33-0464758
- Plan number
- 001
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
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)$7.6M total assets
Net assets$7.5MLiabilities$113.7K
Full reported line items
- Total assets (EOY)
- $7,595,596
- Total liabilities (EOY)
- $113,671
- Net assets (EOY)
- $7,481,925
- Employer contributions
- $179,342
- Participant contributions
- $485,405
- Total income / additions
- $1,781,498
- Benefits paid
- $801,453
- Administrative expenses
- $47,382
- Total expenses
- $931,005
- Net increase / (decrease)
- $850,493
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lucey Investment Management LLC | NONE | $34,901 | $0 |
| Alerus Financial, N.A. | NONE | $12,480 | $0 |