Usfalcon, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Usfalcon, Inc.)

Plain-English plan 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, Usfalcon, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Usfalcon, Inc. under EIN 04-3468856 and plan number 001. The latest loaded filing year is 2023. The filing reports 555 participants and $30,963,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Usfalcon, Inc.
EIN
04-3468856
Plan number
001
Plan type
2
Location
Cary, NC
Latest filing year
2023
Participants
555
End-of-year plan assets
$30,963,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023555H, C20240918125109NAL0004352641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,963,390
Total liabilities (EOY)
$0
Net assets (EOY)
$30,963,390
Net assets (BOY)
$28,441,116

Income & contributions

Employer contributions
$548,715
Participant contributions
$2,382,885
Total contributions
$3,123,076
Total income / additions
$8,194,325

Expenses & distributions

Benefits paid
$5,557,112
Administrative expenses
$108,452
Total expenses
$5,672,051
Net increase / (decrease)
$2,522,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions BankADVISOR$59,307not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$49,145$02023

Related Form 5500 pages