Universal Electronics, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Universal Electronics, 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 Electronics, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Universal Electronics, Inc. under EIN 33-0204817 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $61,709,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Electronics, Inc.
- EIN
- 33-0204817
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $61,709,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241010161242NAL0041491986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,709,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,709,373
- Net assets (BOY)
- $54,691,771
Income & contributions
- Employer contributions
- $1,294,169
- Participant contributions
- $2,838,812
- Total contributions
- $4,132,981
- Total income / additions
- $10,721,443
Expenses & distributions
- Benefits paid
- $3,541,571
- Administrative expenses
- $113,370
- Total expenses
- $3,703,841
- Net increase / (decrease)
- $7,017,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,267 | $0 | 2023 |
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $49,981 | not reported in the loaded dataset | 2023 |
| Universal Electronics Inc | OTHER | $9,616 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,506 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Electronics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Shuster Advisory Group LLC — Schedule C compensation
- Universal Electronics Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation