Usan, Inc. Employees' Savings Plan — Form 5500 plan (Usan, 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, Usan, Inc. Employees' Savings Plan is a benefit plan reported by Usan, Inc. under EIN 58-1817028 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $24,348,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usan, Inc.
- EIN
- 58-1817028
- Plan number
- 001
- Plan type
- 2
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $24,348,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241007072549NAL0014884433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,348,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,348,685
- Net assets (BOY)
- $19,765,634
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,676,195
- Total contributions
- $1,676,195
- Total income / additions
- $5,751,823
Expenses & distributions
- Benefits paid
- $1,101,408
- Administrative expenses
- $67,364
- Total expenses
- $1,168,772
- Net increase / (decrease)
- $4,583,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $34,732 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,861 | $0 | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $11,755 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,625 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | OTHER | $228 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Cbiz Investment Advisory Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation