Ubiquity Global Services, Inc. 401(K) Plan — Form 5500 plan (Ubiquity Global Services, 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, Ubiquity Global Services, Inc. 401(K) Plan is a benefit plan reported by Ubiquity Global Services, Inc. under EIN 45-5381591 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $1,876,269 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ubiquity Global Services, Inc.
EIN
45-5381591
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
148
End-of-year plan assets
$1,876,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240725192128NAL0025193344001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,876,269
Total liabilities (EOY)
$0
Net assets (EOY)
$1,876,269
Net assets (BOY)
$1,220,177

Income & contributions

Employer contributions
$171,235
Participant contributions
$462,123
Total contributions
$633,358
Total income / additions
$902,619

Expenses & distributions

Benefits paid
$215,824
Administrative expenses
$30,703
Total expenses
$246,527
Net increase / (decrease)
$656,092

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchNONE$6,629not reported in the loaded dataset2023
John Hancock New YorkNONE$1,745$02023

Related Form 5500 pages