Plan5500

United Employee Services 401(K) Retirement Savings Plan — Form 5500 plan (United Employee Services, 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 Employee Services 401(K) Retirement Savings Plan is a benefit plan reported by United Employee Services, Inc. under EIN 59-3482298 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $9,704,357 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.7MPlan net assets, end of year$9,664,391
Participants934Covered participants reported
Assets / participant$10.4KComputed: assets ÷ participants$10,390 (computed)
Provider compensation$31K3 Schedule C provider row(s)$31,040
Plan sponsor
United Employee Services, Inc.
EIN
59-3482298
Plan number
001
Plan type
3
Location
Clearwater, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    934 participants · 3Sch HSch C
    View filing →
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)$9.7M total assets
Net assets$9.7MLiabilities$40K
Money in vs. money out
Total income / additions$2.8M
Total expenses$867K
Benefits paid / distributions$762.4K
Contributions
Employer$366.3K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$9,704,357
Total liabilities (EOY)
$39,966
Net assets (EOY)
$9,664,391
Net assets (BOY)
$5,113,116

Income & contributions

Employer contributions
$366,302
Participant contributions
$1,060,902
Total contributions
$1,532,721
Total income / additions
$2,799,078

Expenses & distributions

Benefits paid
$762,372
Administrative expenses
$104,664
Total expenses
$867,036
Net increase / (decrease)
$1,932,042
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Sounders Financial Advisors$17.6K
    SERVICES PROVIDED · Direct $17.6K
  2. 2
    Onedigital Investment Advisors$6.8K
    SERVICES PROVIDED · Direct $6.8K
  3. 3
    John Hancock Life Insurance Co$6.6K
    RECORD KEEPER · Direct $6.6K

What to inspect next

Frequently asked questions

Who sponsors the United Employee Services 401(K) Retirement Savings Plan?
United Employee Services 401(K) Retirement Savings Plan is reported as sponsored by United Employee Services, Inc. (EIN 59-3482298, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Employee Services 401(K) Retirement Savings Plan?
The latest Form 5500 filing year loaded for United Employee Services 401(K) Retirement Savings Plan is 2023.
How many participants does United Employee Services 401(K) Retirement Savings Plan report?
United Employee Services 401(K) Retirement Savings Plan reports 934 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Employee Services 401(K) Retirement Savings Plan?
United Employee Services 401(K) Retirement Savings Plan reports $9,704,357 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages