2023 Form 5500 filing — Unitek College Utah, LLC 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 20241015203732NAL0049716576003) for Unitek College Utah, LLC 401(K) Plan, reported by Unitek Learning Education Group Corp. under EIN 84-3760384 and plan number 002. It reports 245 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)$3.9MReported net assets$3,897,751
Participants245
Provider compensation$19.5K2 Schedule C row(s)$19,544
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015203732NAL0049716576003
- Plan sponsor
- Unitek Learning Education Group Corp.
- EIN
- 84-3760384
- Plan number
- 002
- Location
- Newport Beach, CA
- 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)$3.9M total assets
Net assets$3.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,897,751
- Net assets (EOY)
- $3,897,751
- Employer contributions
- $212,088
- Participant contributions
- $421,539
- Total income / additions
- $1,204,975
- Benefits paid
- $586,839
- Administrative expenses
- $22,248
- Total expenses
- $610,851
- Net increase / (decrease)
- $594,124
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $12,500 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $7,044 | $0 |