United 401(K) Profit Sharing Plan — Form 5500 plan (United Air Temp)
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 401(K) Profit Sharing Plan is a benefit plan reported by United Air Temp under EIN 54-1245568 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $19,982,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Air Temp
- EIN
- 54-1245568
- Plan number
- 001
- Plan type
- 2
- Location
- Lorton, VA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $19,982,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241125094657NAL0004484577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,982,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,982,393
- Net assets (BOY)
- $14,408,214
Income & contributions
- Employer contributions
- $464,701
- Participant contributions
- $975,396
- Total contributions
- $1,440,097
- Total income / additions
- $4,418,252
Expenses & distributions
- Benefits paid
- $377,065
- Administrative expenses
- $39,433
- Total expenses
- $416,498
- Net increase / (decrease)
- $4,001,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | ASSET PROVIDER | $26,309 | not reported in the loaded dataset | 2023 |
| Mma Securities, LLC | INVEST MGMT FEE | $17,713 | not reported in the loaded dataset | 2023 |
| Triton Services Corporation | RECORDKEEPER | $7,218 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,700 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Air Temp
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Lorton, VA
- Nationwide — Schedule C compensation
- Mma Securities, LLC — Schedule C compensation
- Triton Services Corporation — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation