United Equity Inc. 401(K) Plan — Form 5500 plan (United Equity, 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, United Equity Inc. 401(K) Plan is a benefit plan reported by United Equity, Inc. under EIN 34-1403360 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $1,562,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Equity, Inc.
- EIN
- 34-1403360
- Plan number
- 001
- Plan type
- 2
- Location
- Delphos, OH
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $1,562,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20240730105505NAL0013297139001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,562,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,562,637
- Net assets (BOY)
- $1,433,321
Income & contributions
- Employer contributions
- $54,696
- Participant contributions
- $94,608
- Total income / additions
- $411,584
Expenses & distributions
- Benefits paid
- $269,477
- Administrative expenses
- $12,791
- Total expenses
- $282,268
- Net increase / (decrease)
- $129,316
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.