Ungerboeck Systems International, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Ungerboeck Systems International, 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, Ungerboeck Systems International, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Ungerboeck Systems International, Inc. under EIN 43-1372405 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $37,887,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ungerboeck Systems International, Inc.
- EIN
- 43-1372405
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $37,887,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241002124938NAL0008279105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,887,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,887,420
- Net assets (BOY)
- $29,353,777
Income & contributions
- Employer contributions
- $1,583,008
- Participant contributions
- $2,825,667
- Total contributions
- $5,232,695
- Total income / additions
- $11,184,108
Expenses & distributions
- Benefits paid
- $2,579,524
- Administrative expenses
- $64,988
- Total expenses
- $2,650,465
- Net increase / (decrease)
- $8,533,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,825 | $0 | 2023 |
| Hays Companies | ADVISOR | $22,000 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ungerboeck Systems International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Fidelity Investments Institutional — Schedule C compensation
- Hays Companies — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation