2023 Form 5500 filing — United 401(K) Profit Sharing 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 20241125094657NAL0004484577001) for United 401(K) Profit Sharing Plan, reported by United Air Temp under EIN 54-1245568 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125094657NAL0004484577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Air Temp
- EIN
- 54-1245568
- Plan number
- 001
- Location
- Lorton, VA
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,982,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,982,393
- Employer contributions
- $464,701
- Participant contributions
- $975,396
- Total income / additions
- $4,418,252
- Benefits paid
- $377,065
- Administrative expenses
- $39,433
- Total expenses
- $416,498
- Net increase / (decrease)
- $4,001,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | ASSET PROVIDER | $26,309 | not reported in the loaded dataset |
| Mma Securities, LLC | INVEST MGMT FEE | $17,713 | not reported in the loaded dataset |
| Triton Services Corporation | RECORDKEEPER | $7,218 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,700 | $0 |