United Helpers 401(K) Retirement Plan — Form 5500 plan (United Helpers Management Company, 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, United Helpers 401(K) Retirement Plan is a benefit plan reported by United Helpers Management Company, Inc. under EIN 22-2428919 and plan number 003. The latest loaded filing year is 2023. The filing reports 704 participants and $8,672,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Helpers Management Company, Inc.
- EIN
- 22-2428919
- Plan number
- 003
- Plan type
- 2
- Location
- Ogdensburg, NY
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $8,672,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20241015133312NAL0057856466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,672,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,672,981
- Net assets (BOY)
- $7,886,716
Income & contributions
- Employer contributions
- $69,534
- Participant contributions
- $828,578
- Total contributions
- $922,461
- Total income / additions
- $2,147,704
Expenses & distributions
- Benefits paid
- $1,271,715
- Administrative expenses
- $89,724
- Total expenses
- $1,361,439
- Net increase / (decrease)
- $786,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solution | RECORDKEEPER | $99,536 | $0 | 2023 |
| Cadaret, Grant & Co., Inc. | BROKER | $0 | $33,770 | 2023 |
| Lpl Financial | BROKER | $0 | $7,592 | 2023 |
| Bpas, Inc. | RECORDKEEPER | $6,736 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Helpers Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ogdensburg, NY
- Transamerica Retirement Solution — Schedule C compensation
- Cadaret, Grant & Co., Inc. — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Bpas, Inc. — Schedule C compensation