Plan5500

Ubeo LLC 401k Retirement Plan — Form 5500 plan (Ubeo, 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, Ubeo LLC 401k Retirement Plan is a benefit plan reported by Ubeo, LLC under EIN 81-5293028 and plan number 001. The latest loaded filing year is 2023. The filing reports 870 participants and $40,137,200 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ubeo, LLC
EIN
81-5293028
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
870
End-of-year plan assets
$40,137,200

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023870H, C20241001164209NAL0007481633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,137,200
Net assets (EOY)
$40,137,200
Net assets (BOY)
$30,503,496

Income & contributions

Employer contributions
$1,361,309
Participant contributions
$3,951,599
Total contributions
$8,580,724
Total income / additions
$13,302,711

Expenses & distributions

Benefits paid
$3,583,266
Administrative expenses
$76,610
Total expenses
$3,669,007
Net increase / (decrease)
$9,633,704

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative PlanningINVESTMENT ADVISOR$102,932not reported in the loaded dataset2023
Empower Advisory GroupINVESTMENT MANAGER$76,185not reported in the loaded dataset2023
Definiti LLCCONTRACT ADMIN$35,650$10,0002023

Related Form 5500 pages