United Electric Supply Co., Inc. 401(K) Plan — Form 5500 plan (United Electric Supply Co., 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, United Electric Supply Co., Inc. 401(K) Plan is a benefit plan reported by United Electric Supply Co., Inc. under EIN 51-0102767 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $43,913,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Electric Supply Co., Inc.
- EIN
- 51-0102767
- Plan number
- 002
- Plan type
- 2
- Location
- New Castle, DE
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $43,913,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241008104147NAL0029572032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,913,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,913,014
- Net assets (BOY)
- $37,883,637
Income & contributions
- Employer contributions
- $762,725
- Participant contributions
- $1,865,847
- Total contributions
- $3,261,877
- Total income / additions
- $10,221,756
Expenses & distributions
- Benefits paid
- $4,080,483
- Administrative expenses
- $111,896
- Total expenses
- $4,192,379
- Net increase / (decrease)
- $6,029,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,895 | $1,040 | 2023 |
| Morgan Stanley Advisory | INVESTMENT ADVISORY | $0 | $45,000 | 2023 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $0 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Electric Supply Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in New Castle, DE
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Advisory — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation