Ue Management 401(K) Plan — Form 5500 plan (Ue Management LLC)
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, Ue Management 401(K) Plan is a benefit plan reported by Ue Management LLC under EIN 36-4795237 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $29,834,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ue Management LLC
- EIN
- 36-4795237
- Plan number
- 001
- Plan type
- 2
- Location
- Paramus, NJ
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $29,834,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015141724NAL0029941409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,834,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,834,047
- Net assets (BOY)
- $25,826,785
Income & contributions
- Employer contributions
- $950,108
- Participant contributions
- $1,453,674
- Total contributions
- $2,445,123
- Total income / additions
- $6,649,794
Expenses & distributions
- Benefits paid
- $2,578,954
- Administrative expenses
- $63,578
- Total expenses
- $2,642,532
- Net increase / (decrease)
- $4,007,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $28,272 | $4,425 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,167 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,465 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ue Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Paramus, NJ
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation