United Equipment Accessories, Inc. Profit Sharing Plan — Form 5500 plan (United Equipment Accessories, 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, United Equipment Accessories, Inc. Profit Sharing Plan is a benefit plan reported by United Equipment Accessories, Inc. under EIN 42-0725896 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $13,334,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Equipment Accessories, Inc.
- EIN
- 42-0725896
- Plan number
- 001
- Plan type
- 2
- Location
- Waverly, IA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $13,334,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20240822090202NAL0004928625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,334,376
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,334,376
- Net assets (BOY)
- $11,125,604
Income & contributions
- Employer contributions
- $399,346
- Participant contributions
- $682,067
- Total contributions
- $1,220,710
- Total income / additions
- $3,072,917
Expenses & distributions
- Benefits paid
- $805,811
- Administrative expenses
- $58,334
- Total expenses
- $864,145
- Net increase / (decrease)
- $2,208,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,333 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $28,852 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Equipment Accessories, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Waverly, IA
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation