Uniland Group 401(K) Profit Sharing Plan — Form 5500 plan (Uniland Development Corporation)
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, Uniland Group 401(K) Profit Sharing Plan is a benefit plan reported by Uniland Development Corporation under EIN 16-1314578 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $20,752,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uniland Development Corporation
- EIN
- 16-1314578
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $20,752,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240808052146NAL0004537905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,752,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,752,209
- Net assets (BOY)
- $18,500,346
Income & contributions
- Employer contributions
- $274,361
- Participant contributions
- $872,675
- Total contributions
- $1,197,996
- Total income / additions
- $4,553,826
Expenses & distributions
- Benefits paid
- $2,211,699
- Administrative expenses
- $90,185
- Total expenses
- $2,301,963
- Net increase / (decrease)
- $2,251,863
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $60,875 | $5,129 | 2023 |
| Adp, Inc. | RECORD KEEPER | $29,309 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |