Unison 401(K) Plan — Form 5500 plan (Unison Software, 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, Unison 401(K) Plan is a benefit plan reported by Unison Software, Inc. under EIN 54-1304735 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $60,541,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unison Software, Inc.
EIN
54-1304735
Plan number
001
Plan type
2
Location
Dulles, VA
Latest filing year
2023
Participants
417
End-of-year plan assets
$60,541,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20241008134249NAL0008419267001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,541,274
Total liabilities (EOY)
$0
Net assets (EOY)
$60,541,274
Net assets (BOY)
$47,475,552

Income & contributions

Employer contributions
$1,222,445
Participant contributions
$4,316,081
Total contributions
$6,230,202
Total income / additions
$15,147,151

Expenses & distributions

Benefits paid
$1,979,541
Administrative expenses
$101,888
Total expenses
$2,081,429
Net increase / (decrease)
$13,065,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$55,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$46,888$02023

Related Form 5500 pages