Plan5500

Union Agener, Inc. 401(K) Savings Plan — Form 5500 plan (Union Agener, 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, Union Agener, Inc. 401(K) Savings Plan is a benefit plan reported by Union Agener, Inc. under EIN 83-1712317 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $16,216,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Union Agener, Inc.
EIN
83-1712317
Plan number
001
Plan type
2
Location
Augusta, GA
Latest filing year
2023
Participants
198
End-of-year plan assets
$16,216,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241007065614NAL0015751425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,216,328
Total liabilities (EOY)
$0
Net assets (EOY)
$16,216,328
Net assets (BOY)
$11,699,247

Income & contributions

Employer contributions
$877,228
Participant contributions
$1,692,708
Total contributions
$3,137,277
Total income / additions
$5,435,366

Expenses & distributions

Benefits paid
$876,724
Administrative expenses
$41,561
Total expenses
$918,285
Net increase / (decrease)
$4,517,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Futureplan By AscensusRECORDKEEPER/CONSULTANT$41,561not reported in the loaded dataset2023

Related Form 5500 pages