Unwin Company 401(K) Plan And Trust — Form 5500 plan (Unwin Company)
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, Unwin Company 401(K) Plan And Trust is a benefit plan reported by Unwin Company under EIN 31-1469050 and plan number 002. The latest loaded filing year is 2023. The filing reports 278 participants and $28,347,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unwin Company
- EIN
- 31-1469050
- Plan number
- 002
- Plan type
- 2
- Location
- Hilliard, OH
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $28,347,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20240719140358NAL0012225344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,347,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,347,108
- Net assets (BOY)
- $26,013,203
Income & contributions
- Employer contributions
- $2,192,585
- Participant contributions
- $2,944,502
- Total contributions
- $5,137,087
- Total income / additions
- $9,565,898
Expenses & distributions
- Benefits paid
- $7,080,105
- Administrative expenses
- $151,888
- Total expenses
- $7,231,993
- Net increase / (decrease)
- $2,333,905
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $143,968 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $0 | $141,341 | 2023 |
| Aps-Pentegra | TPA | $7,920 | not reported in the loaded dataset | 2023 |