Universal Photonics Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Universal Photonics 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, Universal Photonics Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Universal Photonics Inc under EIN 11-2665147 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $16,545,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Photonics Inc
- EIN
- 11-2665147
- Plan number
- 001
- Plan type
- 2
- Location
- Central Islip, NY
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $16,545,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20241014104355NAL0025953153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,545,307
- Total liabilities (EOY)
- $3,546
- Net assets (EOY)
- $16,541,761
- Net assets (BOY)
- $14,454,534
Income & contributions
- Employer contributions
- $397,294
- Participant contributions
- $864,700
- Total contributions
- $1,296,098
- Total income / additions
- $3,982,465
Expenses & distributions
- Benefits paid
- $1,849,552
- Administrative expenses
- $45,686
- Total expenses
- $1,895,238
- Net increase / (decrease)
- $2,087,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group, LLC | ADVISOR | $30,770 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $13,875 | not reported in the loaded dataset | 2023 |