United Distributors, Inc. Employee Savings Plan — Form 5500 plan (United Distributors, 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 Distributors, Inc. Employee Savings Plan is a benefit plan reported by United Distributors, Inc. under EIN 58-0609141 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,770 participants and $113,551,080 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Distributors, Inc.
EIN
58-0609141
Plan number
001
Plan type
3
Location
Smyrna, GA
Latest filing year
2023
Participants
1,770
End-of-year plan assets
$113,551,080

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,770H, C20241015082226NAL0047017552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$113,551,080
Total liabilities (EOY)
$185,600
Net assets (EOY)
$113,365,480
Net assets (BOY)
$96,895,166

Income & contributions

Employer contributions
$1,792,272
Participant contributions
$5,345,051
Total contributions
$7,191,880
Total income / additions
$24,784,117

Expenses & distributions

Benefits paid
$7,723,552
Administrative expenses
$404,651
Total expenses
$8,313,803
Net increase / (decrease)
$16,470,314

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwidenot reported in the loaded dataset$182,124not reported in the loaded dataset2023
Strategic Advisors, Inc.not reported in the loaded dataset$157,752not reported in the loaded dataset2023
Pension Financial Services, Inc.not reported in the loaded dataset$64,785$48,1262023

Related Form 5500 pages