2023 Form 5500 filing — Unified Power Retirement Savings 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 20241015213927NAL0015438355001) for Unified Power Retirement Savings Plan, reported by On Computer Services, LLC under EIN 56-2379512 and plan number 001. It reports 257 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)$12.6MReported net assets$12,617,487
Participants257
Provider compensation$52.2K2 Schedule C row(s)$52,221
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015213927NAL0015438355001
- Plan sponsor
- On Computer Services, LLC
- EIN
- 56-2379512
- Plan number
- 001
- Location
- Terrell, 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)$12.6M total assets
Net assets$12.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,617,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,617,487
- Employer contributions
- $208,011
- Participant contributions
- $944,253
- Total income / additions
- $3,235,209
- Benefits paid
- $878,082
- Administrative expenses
- $52,221
- Total expenses
- $932,214
- Net increase / (decrease)
- $2,302,995
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $32,079 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,142 | $0 |