The United Distribution Group 401(K) Plan — Form 5500 plan (The United Distribution Group)
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, The United Distribution Group 401(K) Plan is a benefit plan reported by The United Distribution Group under EIN 20-4686712 and plan number 001. The latest loaded filing year is 2023. The filing reports 723 participants and $58,163,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The United Distribution Group
- EIN
- 20-4686712
- Plan number
- 001
- Plan type
- 2
- Location
- Bristol, VA
- Latest filing year
- 2023
- Participants
- 723
- End-of-year plan assets
- $58,163,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 723 | H, C | 20250224110340NAL0006159635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,163,947
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,163,947
- Net assets (BOY)
- $54,641,480
Income & contributions
- Employer contributions
- $1,120,451
- Participant contributions
- $2,625,922
- Total contributions
- $3,944,597
- Total income / additions
- $10,793,692
Expenses & distributions
- Benefits paid
- $7,265,399
- Administrative expenses
- $22,019
- Total expenses
- $7,271,225
- Net increase / (decrease)
- $3,522,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Ins & Anty Co | THIRD PARTY ADMIN | $22,047 | $0 | 2023 |
| Pruco Securities, LLC | INVESTMENT MANAGEMENT | $0 | $13,501 | 2023 |
| The Prudential Ins Co Of America | THIRD PARTY ADMIN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The United Distribution Group
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Bristol, VA
- Prudential Retirement Ins & Anty Co — Schedule C compensation
- Pruco Securities, LLC — Schedule C compensation
- The Prudential Ins Co Of America — Schedule C compensation