2023 Form 5500 filing — United Infrastructure Group 401(K) And 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 20250501150950NAL0003365905001) for United Infrastructure Group 401(K) And Profit Sharing Plan, reported by United Infrastructure Group, Inc. under EIN 57-0677291 and plan number 001. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501150950NAL0003365905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Infrastructure Group, Inc.
- EIN
- 57-0677291
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,448,648
- Total liabilities (EOY)
- $22,079
- Net assets (EOY)
- $12,426,569
- Employer contributions
- $1,014,322
- Participant contributions
- $1,475,581
- Total income / additions
- $4,026,281
- Benefits paid
- $1,203,265
- Administrative expenses
- $61,592
- Total expenses
- $1,264,735
- Net increase / (decrease)
- $2,761,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Penserv Plan Services | RECORDKEEPER | $33,228 | not reported in the loaded dataset |
| Wells Fargo Advisors | FINANCIAL ADVISOR | $21,752 | not reported in the loaded dataset |
| Mg Trust Company, LLC | CUSTODIAL | $6,612 | not reported in the loaded dataset |