Ussc Retirement Plan — Form 5500 plan (Ussc Acquisition Corp.)
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, Ussc Retirement Plan is a benefit plan reported by Ussc Acquisition Corp. under EIN 47-4495315 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $14,071,815 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.1MPlan net assets, end of year$14,071,815
Participants299Covered participants reported
Assets / participant$47.1KComputed: assets ÷ participants$47,063 (computed)
Provider compensation$63.3K2 Schedule C provider row(s)$63,314
- Plan sponsor
- Ussc Acquisition Corp.
- EIN
- 47-4495315
- Plan number
- 001
- Plan type
- 2
- Location
- Exton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241002094525NAL0004699459001 |
Schedule H · 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)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,071,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,071,815
- Net assets (BOY)
- $10,789,826
Income & contributions
- Employer contributions
- $558,880
- Participant contributions
- $1,090,798
- Total contributions
- $1,854,427
- Total income / additions
- $3,793,157
Expenses & distributions
- Benefits paid
- $447,854
- Administrative expenses
- $63,314
- Total expenses
- $511,168
- Net increase / (decrease)
- $3,281,989
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $34,995 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $28,319 | not reported in the loaded dataset | 2023 |