2023 Form 5500 filing — The United Distribution Group 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 20250224110340NAL0006159635001) for The United Distribution Group 401(K) Plan, reported by The United Distribution Group under EIN 20-4686712 and plan number 001. It reports 723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224110340NAL0006159635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The United Distribution Group
- EIN
- 20-4686712
- Plan number
- 001
- Location
- Bristol, VA
- Participants
- 723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,163,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,163,947
- Employer contributions
- $1,120,451
- Participant contributions
- $2,625,922
- Total income / additions
- $10,793,692
- Benefits paid
- $7,265,399
- Administrative expenses
- $22,019
- Total expenses
- $7,271,225
- Net increase / (decrease)
- $3,522,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Ins & Anty Co | THIRD PARTY ADMIN | $22,047 | $0 |
| Pruco Securities, LLC | INVESTMENT MANAGEMENT | $0 | $13,501 |
| The Prudential Ins Co Of America | THIRD PARTY ADMIN | $0 | $0 |