Unipres Alabama 401(K) Plan — Form 5500 plan (Unipres Alabama, 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, Unipres Alabama 401(K) Plan is a benefit plan reported by Unipres Alabama, Inc. under EIN 47-1278115 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $3,689,061 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unipres Alabama, Inc.
EIN
47-1278115
Plan number
001
Plan type
2
Location
Steele, AL
Latest filing year
2023
Participants
267
End-of-year plan assets
$3,689,061

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241127045602NAL0013892562001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,689,061
Total liabilities (EOY)
$0
Net assets (EOY)
$3,689,061
Net assets (BOY)
$3,149,670

Income & contributions

Employer contributions
$244,658
Participant contributions
$344,246
Total contributions
$588,904
Total income / additions
$1,020,217

Expenses & distributions

Benefits paid
$453,099
Administrative expenses
$27,727
Total expenses
$480,826
Net increase / (decrease)
$539,391

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$16,741$02023
Everhart Financial Group IncINVESTEMENT ADVISOR$14,066not reported in the loaded dataset2023
Clark Schaefer HackettNONE$0$3,0742023

Related Form 5500 pages