Unger Consulting Inc 401(K) Profit Sharing Plan — Form 5500 plan (Unger Consulting 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, Unger Consulting Inc 401(K) Profit Sharing Plan is a benefit plan reported by Unger Consulting Inc under EIN 47-2379940 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $446,086 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$446.1KPlan net assets, end of year$446,086
Participants1Covered participants reported
Assets / participant$446.1KComputed: assets ÷ participants$446,086 (computed)
Provider compensationNone reported
Plan sponsor
Unger Consulting Inc
EIN
47-2379940
Plan number
001
Plan type
2
Location
Newbury Park, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240510193209NAL0054506050001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$446.1K total assets
Net assets$446.1KLiabilities$0
Money in vs. money out
Total income / additions$85.6K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$8.2K
Participant$30K
Full reported line items

Net assets

Total assets (EOY)
$446,086
Total liabilities (EOY)
$0
Net assets (EOY)
$446,086
Net assets (BOY)
$360,480

Income & contributions

Employer contributions
$8,201
Participant contributions
$30,000
Total income / additions
$85,606

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$85,606
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages