Unite Retirement Savings Plan — Form 5500 plan (Unite Private Networks, LLC)
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, Unite Retirement Savings Plan is a benefit plan reported by Unite Private Networks, LLC under EIN 27-3483570 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $19,697,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unite Private Networks, LLC
- EIN
- 27-3483570
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $19,697,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20240807083706NAL0003481889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,697,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,697,123
- Net assets (BOY)
- $13,650,780
Income & contributions
- Employer contributions
- $1,000,740
- Participant contributions
- $3,324,558
- Total contributions
- $5,050,798
- Total income / additions
- $7,625,357
Expenses & distributions
- Benefits paid
- $1,471,882
- Administrative expenses
- $107,132
- Total expenses
- $1,579,014
- Net increase / (decrease)
- $6,046,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, Inc. | INVESTMENT ADVISOR | $65,897 | not reported in the loaded dataset | 2023 |
| Tpp Retirement Plan Specialists LLC | RECORDKEEPER | $33,690 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | CUSTODIAN | $7,546 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unite Private Networks, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Creative Planning, Inc. — Schedule C compensation
- Tpp Retirement Plan Specialists LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation