Uship, Inc. 401(K) Plan — Form 5500 plan (Uship, 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, Uship, Inc. 401(K) Plan is a benefit plan reported by Uship, Inc under EIN 72-1551725 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $14,184,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uship, Inc
EIN
72-1551725
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
240
End-of-year plan assets
$14,184,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20240703102844NAL0013467762002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,184,881
Net assets (EOY)
$14,184,881
Net assets (BOY)
$10,578,000

Income & contributions

Employer contributions
$463,495
Participant contributions
$1,362,858
Total contributions
$2,045,771
Total income / additions
$4,232,657

Expenses & distributions

Benefits paid
$563,565
Administrative expenses
$62,211
Total expenses
$625,776
Net increase / (decrease)
$3,606,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$62,212$02023
Pensionmark Financial GroupINVESTMENT ADVISOR$31,285$02023
Nova 401(K) AssociatesCONTRACT ADMIN$0$9,4132023

Related Form 5500 pages