Unified Power Retirement Savings Plan — Form 5500 plan (On Computer Services, LLC)

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, Unified Power Retirement Savings Plan is a benefit plan reported by On Computer Services, LLC under EIN 56-2379512 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $12,617,487 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,617,487
Participants257Covered participants reported
Assets / participant$49.1KComputed: assets ÷ participants$49,095 (computed)
Provider compensation$52.2K2 Schedule C provider row(s)$52,221
Plan sponsor
On Computer Services, LLC
EIN
56-2379512
Plan number
001
Plan type
2
Location
Terrell, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023257H, C20241015213927NAL0015438355001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$932.2K
Benefits paid / distributions$878.1K
Contributions
Employer$208K
Participant$944.3K
Full reported line items

Net assets

Total assets (EOY)
$12,617,487
Total liabilities (EOY)
$0
Net assets (EOY)
$12,617,487
Net assets (BOY)
$10,314,492

Income & contributions

Employer contributions
$208,011
Participant contributions
$944,253
Total contributions
$1,268,106
Total income / additions
$3,235,209

Expenses & distributions

Benefits paid
$878,082
Administrative expenses
$52,221
Total expenses
$932,214
Net increase / (decrease)
$2,302,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$32,079not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,142$02023

Related Form 5500 pages