Usa Environmental, Inc 401k Plan — Form 5500 plan (Usa Environmental, 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, Usa Environmental, Inc 401k Plan is a benefit plan reported by Usa Environmental, Inc. under EIN 59-3516898 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $9,137,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usa Environmental, Inc.
- EIN
- 59-3516898
- Plan number
- 001
- Plan type
- 2
- Location
- Oldsmar, FL
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $9,137,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241009165741NAL0033463440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,137,368
- Total liabilities (EOY)
- $34,845
- Net assets (EOY)
- $9,102,523
- Net assets (BOY)
- $9,117,668
Income & contributions
- Employer contributions
- $80,866
- Participant contributions
- $300,763
- Total contributions
- $381,629
- Total income / additions
- $1,881,275
Expenses & distributions
- Benefits paid
- $1,848,837
- Administrative expenses
- $47,583
- Total expenses
- $1,896,420
- Net increase / (decrease)
- -$15,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $26,912 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,651 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usa Environmental, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Oldsmar, FL
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation