Plan5500

Universal Companies, Inc. 401(K) Plan — Form 5500 plan (Universal Companies, 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, Universal Companies, Inc. 401(K) Plan is a benefit plan reported by Universal Companies, Inc. under EIN 54-1924075 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $4,422,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Universal Companies, Inc.
EIN
54-1924075
Plan number
001
Plan type
2
Location
Abingdon, VA
Latest filing year
2023
Participants
196
End-of-year plan assets
$4,422,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20260326154930NAL0008135952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,422,733
Total liabilities (EOY)
$0
Net assets (EOY)
$4,422,733
Net assets (BOY)
$3,442,013

Income & contributions

Employer contributions
$30,585
Participant contributions
$371,621
Total contributions
$691,796
Total income / additions
$1,283,504

Expenses & distributions

Benefits paid
$247,336
Administrative expenses
$34,553
Total expenses
$302,784
Net increase / (decrease)
$980,720

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$25,557$02023
Wells Fargo Clearing Services LLCINVESTMENT ADVISORY$8,996$82023

Related Form 5500 pages