Una'S Nonprofit Retirement Solution — Form 5500 plan (United 401(K) Plans, Inc. Dba Elevate401(K))
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, Una'S Nonprofit Retirement Solution is a benefit plan reported by United 401(K) Plans, Inc. Dba Elevate401(K) under EIN 20-5321813 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $987,317 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$987.3KPlan net assets, end of year$987,317
Participants199Covered participants reported
Assets / participant$5KComputed: assets ÷ participants$4,961 (computed)
Provider compensation$5K2 Schedule C provider row(s)$4,956
- Plan sponsor
- United 401(K) Plans, Inc. Dba Elevate401(K)
- EIN
- 20-5321813
- Plan number
- 002
- Plan type
- 3
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | I, C | 20240430092844NAL0007485955001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$987.3K total assets
Net assets$987.3KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $987,317
- Net assets (EOY)
- $987,317
- Net assets (BOY)
- $16,038
Income & contributions
- Employer contributions
- $210,192
- Participant contributions
- $478,545
- Total income / additions
- $814,871
Expenses & distributions
- Benefits paid
- $28,845
- Administrative expenses
- $5,115
- Total expenses
- $33,960
- Net increase / (decrease)
- $780,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United 401k Plans, Inc. | CONTRACT ADMINISTRATOR | $3,487 | $0 | 2023 |
| Global Rretirement Partner, LLC | ADVISOR | $1,469 | $0 | 2023 |