Plan5500

Unitek Employees Retirement Savings Plan — Form 5500 plan (Unitek Acquisition, 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, Unitek Employees Retirement Savings Plan is a benefit plan reported by Unitek Acquisition, Inc. under EIN 35-2304123 and plan number 001. The latest loaded filing year is 2023. The filing reports 752 participants and $13,379,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unitek Acquisition, Inc.
EIN
35-2304123
Plan number
001
Plan type
2
Location
King Of Prussia, PA
Latest filing year
2023
Participants
752
End-of-year plan assets
$13,379,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023752H, C20241014122554NAL0027262289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,379,998
Net assets (EOY)
$13,379,998
Net assets (BOY)
$11,572,155

Income & contributions

Employer contributions
$203,118
Participant contributions
$1,217,697
Total contributions
$1,427,225
Total income / additions
$3,341,367

Expenses & distributions

Benefits paid
$1,436,501
Administrative expenses
$78,257
Total expenses
$1,533,524
Net increase / (decrease)
$1,807,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solutions,RECORD KEEPER$66,000$02023
Lion Street Financial, LLCBROKER$0$31,0922023
Clearview Financial PartnersINVESTMENT ADVISOR$12,257not reported in the loaded dataset2023

Related Form 5500 pages