Plan5500

United Infrastructure Group 401(K) And Profit Sharing Plan — Form 5500 plan (United Infrastructure Group, 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, United Infrastructure Group 401(K) And Profit Sharing Plan is a benefit plan reported by United Infrastructure Group, Inc. under EIN 57-0677291 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $12,448,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Infrastructure Group, Inc.
EIN
57-0677291
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
423
End-of-year plan assets
$12,448,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20250501150950NAL0003365905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,448,648
Total liabilities (EOY)
$22,079
Net assets (EOY)
$12,426,569
Net assets (BOY)
$9,665,023

Income & contributions

Employer contributions
$1,014,322
Participant contributions
$1,475,581
Total contributions
$2,531,400
Total income / additions
$4,026,281

Expenses & distributions

Benefits paid
$1,203,265
Administrative expenses
$61,592
Total expenses
$1,264,735
Net increase / (decrease)
$2,761,546

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Penserv Plan ServicesRECORDKEEPER$33,228not reported in the loaded dataset2023
Wells Fargo AdvisorsFINANCIAL ADVISOR$21,752not reported in the loaded dataset2023
Mg Trust Company, LLCCUSTODIAL$6,612not reported in the loaded dataset2023

Related Form 5500 pages