United Service Companies 401(K) Plan — Form 5500 plan (United Service Companies Holdings Ii, 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, United Service Companies 401(K) Plan is a benefit plan reported by United Service Companies Holdings Ii, LLC under EIN 45-3952463 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,317 participants and $7,920,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Service Companies Holdings Ii, LLC
- EIN
- 45-3952463
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,317
- End-of-year plan assets
- $7,920,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,317 | H, C | 20241220135558NAL0003451443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,920,650
- Total liabilities (EOY)
- $34
- Net assets (EOY)
- $7,920,616
- Net assets (BOY)
- $6,872,663
Income & contributions
- Employer contributions
- $147,612
- Participant contributions
- $631,722
- Total contributions
- $1,456,114
- Total income / additions
- $2,658,225
Expenses & distributions
- Benefits paid
- $1,490,925
- Administrative expenses
- $47,073
- Total expenses
- $1,610,272
- Net increase / (decrease)
- $1,047,953
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $28,662 | not reported in the loaded dataset | 2023 |
| Cerity Partners LLC | ADVISOR | $18,412 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $7,439 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Service Companies Holdings Ii, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Alliance Pension Consultants, LLC — Schedule C compensation
- Cerity Partners LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation