United Compost And Organics 401k Profit Sharing Plan — Form 5500 plan (United Compost And Organics)
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 Compost And Organics 401k Profit Sharing Plan is a benefit plan reported by United Compost And Organics under EIN 68-0297783 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $6,484,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Compost And Organics
- EIN
- 68-0297783
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $6,484,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20240830103819NAL0026641680001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,484,554
- Net assets (EOY)
- $6,484,554
- Net assets (BOY)
- $6,151,348
Income & contributions
- Employer contributions
- $322,439
- Participant contributions
- $597,025
- Total contributions
- $921,864
- Total income / additions
- $1,953,741
Expenses & distributions
- Benefits paid
- $1,570,497
- Administrative expenses
- $50,038
- Total expenses
- $1,620,535
- Net increase / (decrease)
- $333,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $29,228 | $0 | 2023 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY PLAN | $16,764 | not reported in the loaded dataset | 2023 |
| Edberg Perry LLC | TPA | $4,046 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Compost And Organics
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Transamerica Retirement Solutions, — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Edberg Perry LLC — Schedule C compensation