Ug2, LLC 401(K) Retirement Plan — Form 5500 plan (Ug2, 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, Ug2, LLC 401(K) Retirement Plan is a benefit plan reported by Ug2, LLC under EIN 46-1581160 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,110 participants and $22,027,970 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ug2, LLC
EIN
46-1581160
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
4,110
End-of-year plan assets
$22,027,970

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,110H, C20240926133536NAL0000714705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,027,970
Total liabilities (EOY)
$0
Net assets (EOY)
$22,027,970
Net assets (BOY)
$14,601,693

Income & contributions

Employer contributions
$1,036,527
Participant contributions
$2,809,535
Total contributions
$5,875,272
Total income / additions
$9,154,087

Expenses & distributions

Benefits paid
$1,673,024
Administrative expenses
$54,786
Total expenses
$1,727,810
Net increase / (decrease)
$7,426,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin ServicesNONE$54,786$02023

Related Form 5500 pages