United Collective 401(K) Plan — Form 5500 plan (Gallegos United)
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 Collective 401(K) Plan is a benefit plan reported by Gallegos United under EIN 33-0980953 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $7,184,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gallegos United
- EIN
- 33-0980953
- Plan number
- 002
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $7,184,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20240724144819NAL0013190273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,184,489
- Total liabilities (EOY)
- $1,856
- Net assets (EOY)
- $7,182,633
- Net assets (BOY)
- $6,904,838
Income & contributions
- Employer contributions
- $145,732
- Participant contributions
- $488,573
- Total contributions
- $661,460
- Total income / additions
- $1,738,371
Expenses & distributions
- Benefits paid
- $1,409,185
- Administrative expenses
- $51,391
- Total expenses
- $1,460,576
- Net increase / (decrease)
- $277,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $32,931 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $19,755 | $0 | 2023 |
| Eidebailly Llp | AUDITOR | $19,100 | not reported in the loaded dataset | 2023 |
| Actuaries Unlimited Inc. | CONTRACT ADMIN | $13,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gallegos United
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Eidebailly Llp — Schedule C compensation
- Actuaries Unlimited Inc. — Schedule C compensation