United Equities, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (United Equities, 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 Equities, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by United Equities, Inc. under EIN 74-2063938 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $6,794,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Equities, Inc.
- EIN
- 74-2063938
- Plan number
- 001
- Plan type
- 2
- Location
- Bellaire, TX
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $6,794,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20241010135435NAL0035915520001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,794,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,794,522
- Net assets (BOY)
- $6,137,123
Income & contributions
- Employer contributions
- $70,000
- Participant contributions
- $172,686
- Total income / additions
- $1,026,251
Expenses & distributions
- Benefits paid
- $323,679
- Administrative expenses
- $33,809
- Total expenses
- $368,852
- Net increase / (decrease)
- $657,399
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.