Plan5500

Ugn, Inc. Retirement And Savings Plan — Form 5500 plan (Ugn, 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, Ugn, Inc. Retirement And Savings Plan is a benefit plan reported by Ugn, Inc. under EIN 36-3435795 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,911 participants and $58,408,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ugn, Inc.
EIN
36-3435795
Plan number
002
Plan type
2
Location
Tinley Park, IL
Latest filing year
2023
Participants
1,911
End-of-year plan assets
$58,408,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,911H, C20240819145435NAL0000871555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,408,339
Total liabilities (EOY)
$0
Net assets (EOY)
$58,408,339
Net assets (BOY)
$51,154,001

Income & contributions

Employer contributions
$1,022,988
Participant contributions
$3,425,392
Total contributions
$4,743,615
Total income / additions
$14,263,589

Expenses & distributions

Benefits paid
$6,825,492
Administrative expenses
$150,862
Total expenses
$7,009,251
Net increase / (decrease)
$7,254,338

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$128,700not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,162$02023

Related Form 5500 pages