Unity Bpo 401(K) Plan — Form 5500 plan (Unity Bpo 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, Unity Bpo 401(K) Plan is a benefit plan reported by Unity Bpo Inc. under EIN 81-1711661 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $3,600,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unity Bpo Inc.
- EIN
- 81-1711661
- Plan number
- 001
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $3,600,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20241009130534NAL0010624099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,600,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,600,846
- Net assets (BOY)
- $3,213,093
Income & contributions
- Employer contributions
- $14,066
- Participant contributions
- $180,916
- Total contributions
- $194,982
- Total income / additions
- $716,502
Expenses & distributions
- Benefits paid
- $302,414
- Administrative expenses
- $22,107
- Total expenses
- $328,749
- Net increase / (decrease)
- $387,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $12,573 | $1 | 2023 |
| Rbc Capital Markets | NONE | $9,534 | not reported in the loaded dataset | 2023 |