United Security, Inc. Retirement Plan — Form 5500 plan (United Security, 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, United Security, Inc. Retirement Plan is a benefit plan reported by United Security, Inc. under EIN 13-3692228 and plan number 002. The latest loaded filing year is 2023. The filing reports 775 participants and $5,686,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Security, Inc.
- EIN
- 13-3692228
- Plan number
- 002
- Plan type
- 2
- Location
- Red Bank, NJ
- Latest filing year
- 2023
- Participants
- 775
- End-of-year plan assets
- $5,686,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 775 | H, C | 20241014121843NAL0014909651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,686,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,686,892
- Net assets (BOY)
- $4,124,149
Income & contributions
- Employer contributions
- $1,562,594
- Participant contributions
- $154,557
- Total contributions
- $1,722,198
- Total income / additions
- $2,383,643
Expenses & distributions
- Benefits paid
- $759,582
- Administrative expenses
- $54,354
- Total expenses
- $820,900
- Net increase / (decrease)
- $1,562,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boon Administrative Services Inc | CONTRACT ADMIN | $46,267 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,437 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Security, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Red Bank, NJ
- Boon Administrative Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation