Una-Dyn 401(K) Plan — Form 5500 plan (Universal Dynamics, 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, Una-Dyn 401(K) Plan is a benefit plan reported by Universal Dynamics, Inc. under EIN 54-0640047 and plan number 401. The latest loaded filing year is 2023. The filing reports 153 participants and $9,171,475 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Universal Dynamics, Inc.
EIN
54-0640047
Plan number
401
Plan type
2
Location
Fredericksburg, VA
Latest filing year
2023
Participants
153
End-of-year plan assets
$9,171,475

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241015081022NAL0015971619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,171,475
Total liabilities (EOY)
$0
Net assets (EOY)
$9,171,475
Net assets (BOY)
$7,439,081

Income & contributions

Employer contributions
$206,557
Participant contributions
$599,535
Total contributions
$806,497
Total income / additions
$2,005,721

Expenses & distributions

Benefits paid
$232,456
Administrative expenses
$40,871
Total expenses
$273,327
Net increase / (decrease)
$1,732,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$20,852$02023
Capfinancial Partners, LLCINVESTMENT/FINANCIAL ADVI$20,018$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages