Uniek, Inc. Employees' Retirement Plan — Form 5500 plan (Uniek, 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, Uniek, Inc. Employees' Retirement Plan is a benefit plan reported by Uniek, Inc. under EIN 39-1935084 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $23,970,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uniek, Inc.
- EIN
- 39-1935084
- Plan number
- 001
- Plan type
- 2
- Location
- Waunakee, WI
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $23,970,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240913105459NAL0011543921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,970,906
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,970,906
- Net assets (BOY)
- $21,355,236
Income & contributions
- Employer contributions
- $366,007
- Participant contributions
- $734,341
- Total contributions
- $1,100,348
- Total income / additions
- $4,759,492
Expenses & distributions
- Benefits paid
- $2,109,400
- Administrative expenses
- $36,143
- Total expenses
- $2,143,822
- Net increase / (decrease)
- $2,615,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $27,483 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,948 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $2,040 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,671 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uniek, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waunakee, WI
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation