Benicia Arsenal 401(K) Plan — Form 5500 plan (Unico Mechanical Corp.)
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, Benicia Arsenal 401(K) Plan is a benefit plan reported by Unico Mechanical Corp. under EIN 20-4507493 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $11,723,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unico Mechanical Corp.
- EIN
- 20-4507493
- Plan number
- 001
- Plan type
- 2
- Location
- Benicia, CA
- Latest filing year
- 2023
- Participants
- 309
- End-of-year plan assets
- $11,723,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20240703111400NAL0009522288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,723,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,723,642
- Net assets (BOY)
- $9,301,802
Income & contributions
- Employer contributions
- $160,000
- Participant contributions
- $1,061,714
- Total contributions
- $1,512,694
- Total income / additions
- $2,932,178
Expenses & distributions
- Benefits paid
- $491,486
- Administrative expenses
- $18,852
- Total expenses
- $510,338
- Net increase / (decrease)
- $2,421,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $22,557 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,705 | $0 | 2023 |