United Warehouse Company Retirement Savings Plan — Form 5500 plan (The United Warehouse Company)
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, United Warehouse Company Retirement Savings Plan is a benefit plan reported by The United Warehouse Company under EIN 48-0457970 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $5,167,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The United Warehouse Company
- EIN
- 48-0457970
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $5,167,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20240906100719NAL0000517715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,167,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,167,748
- Net assets (BOY)
- $4,655,599
Income & contributions
- Employer contributions
- $275,516
- Participant contributions
- $525,785
- Total contributions
- $875,090
- Total income / additions
- $1,558,507
Expenses & distributions
- Benefits paid
- $1,015,205
- Administrative expenses
- $29,960
- Total expenses
- $1,046,358
- Net increase / (decrease)
- $512,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,892 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,569 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $1,499 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The United Warehouse Company
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation