2023 Form 5500 filing — United Employee Services 401(K) 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 20251106160037NAL0006466451001) for United Employee Services 401(K) Retirement Savings Plan, reported by United Employee Services, Inc. under EIN 59-3482298 and plan number 001. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,664,391
Participants934
Provider compensation$31K3 Schedule C row(s)$31,040
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251106160037NAL0006466451001
Plan sponsor
United Employee Services, Inc.
EIN
59-3482298
Plan number
001
Location
Clearwater, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.7M total assets
Net assets$9.7MLiabilities$40K
Money in vs. money out
Total income / additions$2.8M
Total expenses$867K
Benefits paid / distributions$762.4K
Contributions
Employer$366.3K
Participant$1.1M
Full reported line items
Total assets (EOY)
$9,704,357
Total liabilities (EOY)
$39,966
Net assets (EOY)
$9,664,391
Employer contributions
$366,302
Participant contributions
$1,060,902
Total income / additions
$2,799,078
Benefits paid
$762,372
Administrative expenses
$104,664
Total expenses
$867,036
Net increase / (decrease)
$1,932,042
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICES PROVIDED · Direct $17.6K
  2. 2
    SERVICES PROVIDED · Direct $6.8K
  3. 3
    RECORD KEEPER · Direct $6.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251106160037NAL0006466451001 cover?
It is the 2023 Form 5500 filing for United Employee Services 401(K) Retirement Savings Plan, reported by United Employee Services, Inc. (EIN 59-3482298).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages