Universal Strategy Group, Inc. 401(K) Plan — Form 5500 plan (Universal Strategy Group, 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, Universal Strategy Group, Inc. 401(K) Plan is a benefit plan reported by Universal Strategy Group, Inc. under EIN 20-8271378 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $4,792,354 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.8MPlan net assets, end of year$4,792,354
Participants138Covered participants reported
Assets / participant$34.7KComputed: assets ÷ participants$34,727 (computed)
Provider compensation$10.1K1 Schedule C provider row(s)$10,052
- Plan sponsor
- Universal Strategy Group, Inc.
- EIN
- 20-8271378
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20240919085402NAL0012140290001 |
Schedule H · 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)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,792,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,792,354
- Net assets (BOY)
- $3,777,727
Income & contributions
- Employer contributions
- $236,155
- Participant contributions
- $475,919
- Total contributions
- $712,942
- Total income / additions
- $1,558,260
Expenses & distributions
- Benefits paid
- $508,524
- Administrative expenses
- $9,308
- Total expenses
- $543,633
- Net increase / (decrease)
- $1,014,627
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Fiduciary, LLC | RECORDKEEPER | $9,308 | $744 | 2023 |