Focus Alaska Pooled Employer 401(K) Plan — Form 5500 plan (United 401(K) Plans, 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, Focus Alaska Pooled Employer 401(K) Plan is a benefit plan reported by United 401(K) Plans, Inc. under EIN 20-5321813 and plan number 003. The latest loaded filing year is 2023. The filing reports 129 participants and $2,102,082 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.1MPlan net assets, end of year$2,102,082
Participants129Covered participants reported
Assets / participant$16.3KComputed: assets ÷ participants$16,295 (computed)
Provider compensation$11K2 Schedule C provider row(s)$11,034
- Plan sponsor
- United 401(K) Plans, Inc.
- EIN
- 20-5321813
- Plan number
- 003
- Plan type
- 3
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | I, C | 20240501165937NAL0026623857001 |
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,102,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,102,082
- Net assets (BOY)
- $2,314,450
Income & contributions
- Employer contributions
- $46,195
- Participant contributions
- $172,712
- Total income / additions
- $519,102
Expenses & distributions
- Benefits paid
- $709,749
- Administrative expenses
- $11,034
- Total expenses
- $731,470
- Net increase / (decrease)
- -$212,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United 401k Plans, Inc. | CONTRACT ADMINISTRATOR | $7,924 | $0 | 2023 |
| Global Rretirement Partner, LLC | ADVISOR | $3,110 | $0 | 2023 |