Who sponsors the Universal Pure 401(K) Plan?

Universal Pure 401(K) Plan is reported as sponsored by Universal Pure Holdings, LLC (EIN 80-0871967, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Universal Pure 401(K) Plan?

The latest Form 5500 filing year loaded for Universal Pure 401(K) Plan is 2023.

How many participants does Universal Pure 401(K) Plan report?

Universal Pure 401(K) Plan reports 613 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Universal Pure 401(K) Plan?

Universal Pure 401(K) Plan reports $5,566,518 in end-of-year plan assets in its latest loaded Form 5500 filing.

Universal Pure 401(K) Plan — Form 5500 plan (Universal Pure Holdings, LLC)

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, Universal Pure 401(K) Plan is a benefit plan reported by Universal Pure Holdings, LLC under EIN 80-0871967 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $5,566,518 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.6MPlan net assets, end of year$5,566,518

Participants613Covered participants reported

Assets / participant$9.1KComputed: assets ÷ participants$9,081 (computed)

Provider compensation$49K3 Schedule C provider row(s)$48,980

Plan sponsor: Universal Pure Holdings, LLC
EIN: 80-0871967
Plan number: 001
Plan type: 2
Location: Villa Rica, GA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	613	H, C	20241014063149NAL0012937395001

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)$5.6M total assets

Net assets$5.6MLiabilities$0

Money in vs. money out

Total income / additions$1.8M

Total expenses$523.1K

Benefits paid / distributions$475.8K

Contributions

Employer$323.7K

Participant$653.4K

Full reported line items

Net assets

Total assets (EOY): $5,566,518
Total liabilities (EOY): $0
Net assets (EOY): $5,566,518
Net assets (BOY): $3,715,972

Income & contributions

Employer contributions: $323,735
Participant contributions: $653,385
Total contributions: $986,574
Total income / additions: $1,818,600

Expenses & distributions

Benefits paid: $475,806
Administrative expenses: $47,326
Total expenses: $523,132
Net increase / (decrease): $1,295,468

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)

33%67%

Employer 33%Participant 67%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income26%Computed ratio

Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Pension Corporation Of America	NONE	$28,301	not reported in the loaded dataset	2023
Pca Investment Advisory Services	NONE	$19,025	not reported in the loaded dataset	2023
Charles Schwab Trust Bank	NONE	$0	$1,654	2023