Unified Group Services 401k Retirement Plan — Form 5500 plan (Unified Group Services 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, Unified Group Services 401k Retirement Plan is a benefit plan reported by Unified Group Services Inc. under EIN 35-1973675 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $6,567,572 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unified Group Services Inc.
- EIN
- 35-1973675
- Plan number
- 001
- Plan type
- 2
- Location
- Anderson, IN
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $6,567,572
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241011080736NAL0022384385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,567,572
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,567,572
- Net assets (BOY)
- $5,551,624
Income & contributions
- Employer contributions
- $291,310
- Participant contributions
- $517,620
- Total contributions
- $825,894
- Total income / additions
- $1,822,885
Expenses & distributions
- Benefits paid
- $806,201
- Administrative expenses
- $736
- Total expenses
- $806,937
- Net increase / (decrease)
- $1,015,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park And Elm Ins | NONE | $0 | $18,012 | 2023 |
| American United Life Insurance Co | NONE | $736 | $0 | 2023 |