United Grinding North America, Inc. 401(K) Plan — Form 5500 plan (United Grinding North America In)

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, United Grinding North America, Inc. 401(K) Plan is a benefit plan reported by United Grinding North America In under EIN 13-3246026 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $28,617,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Grinding North America In
EIN
13-3246026
Plan number
001
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
190
End-of-year plan assets
$28,617,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241015183658NAL0029393857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,617,906
Total liabilities (EOY)
$0
Net assets (EOY)
$28,617,906
Net assets (BOY)
$25,258,119

Income & contributions

Employer contributions
$354,998
Participant contributions
$1,848,230
Total contributions
$2,220,061
Total income / additions
$6,825,683

Expenses & distributions

Benefits paid
$3,406,226
Administrative expenses
$56,805
Total expenses
$3,465,896
Net increase / (decrease)
$3,359,787

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group, IncINVESTMENT/FINANCIAL ADVI$34,641$02023
Adp, Inc.RECORD KEEPER$22,164$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages