United Forming, Inc. 401(K) Psp — Form 5500 plan (United Forming, 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 Forming, Inc. 401(K) Psp is a benefit plan reported by United Forming, Inc. under EIN 58-1604050 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $15,741,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Forming, Inc.
- EIN
- 58-1604050
- Plan number
- 001
- Plan type
- 2
- Location
- Austell, GA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $15,741,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241011134928NAL0010985907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,741,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,741,373
- Net assets (BOY)
- $14,132,244
Income & contributions
- Employer contributions
- $261,520
- Participant contributions
- $557,166
- Total contributions
- $905,384
- Total income / additions
- $3,233,220
Expenses & distributions
- Benefits paid
- $1,622,681
- Administrative expenses
- $1,410
- Total expenses
- $1,624,091
- Net increase / (decrease)
- $1,609,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,410 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Invesco Funds | NONE | $0 | $0 | 2023 |
| Vanguard Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Schwab Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Forming, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Austell, GA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Invesco Funds — Schedule C compensation
- Vanguard Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Schwab Funds — Schedule C compensation