Unique Fabricating Inc Profit Sharing And 401 K Plan — Form 5500 plan (Unique Fabricating 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, Unique Fabricating Inc Profit Sharing And 401 K Plan is a benefit plan reported by Unique Fabricating Inc under EIN 52-2108349 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unique Fabricating Inc
EIN
52-2108349
Plan number
001
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
371
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023371H, C20240430160233NAL0016809011001
2023243H, C20240905162305NAL0044117778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,328,981
Total liabilities (EOY)
$0
Net assets (EOY)
$7,328,981
Net assets (BOY)
$8,523,154

Income & contributions

Employer contributions
$230,979
Participant contributions
$477,092
Total contributions
$708,071
Total income / additions
$1,976,425

Expenses & distributions

Benefits paid
$3,553,149
Administrative expenses
$145,726
Total expenses
$3,698,875
Net increase / (decrease)
-$1,722,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Giuliano, Miller & CompanyACCOUNTANT$50,000not reported in the loaded dataset2023
Watkins Ross CompanyTPA$49,797not reported in the loaded dataset2023
Plante & Moran, PllcAUDITOR$29,000not reported in the loaded dataset2023
Gregory J Schwartz CoADVISOR$19,540not reported in the loaded dataset2023
Watkins RossTPA$12,674not reported in the loaded dataset2023
Gregory J Schwartz Co.ADVISOR$5,514not reported in the loaded dataset2023
Charles Schwab BankCUSTODIAN$31$4,9172023

Related Form 5500 pages