United Disabilities Services Foundation 401(K) Plan — Form 5500 plan (United Disabilities Services Foundation)
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 Disabilities Services Foundation 401(K) Plan is a benefit plan reported by United Disabilities Services Foundation under EIN 26-0504792 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $6,298,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Disabilities Services Foundation
- EIN
- 26-0504792
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 489
- End-of-year plan assets
- $6,298,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20240905091848NAL0038431728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,298,837
- Total liabilities (EOY)
- $4,060
- Net assets (EOY)
- $6,294,777
- Net assets (BOY)
- $5,268,480
Income & contributions
- Employer contributions
- $172,882
- Participant contributions
- $544,417
- Total contributions
- $762,805
- Total income / additions
- $1,631,866
Expenses & distributions
- Benefits paid
- $596,774
- Administrative expenses
- $7,882
- Total expenses
- $605,569
- Net increase / (decrease)
- $1,026,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $7,882 | not reported in the loaded dataset | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Disabilities Services Foundation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Conrad Siegel — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation