Unify Consulting LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Unify Consulting 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, Unify Consulting LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Unify Consulting LLC under EIN 84-1718461 and plan number 001. The latest loaded filing year is 2023. The filing reports 941 participants and $49,772,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unify Consulting LLC
- EIN
- 84-1718461
- Plan number
- 001
- Plan type
- 2
- Location
- Kirkland, WA
- Latest filing year
- 2023
- Participants
- 941
- End-of-year plan assets
- $49,772,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 941 | H, C | 20240911111958NAL0008428065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,772,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,772,908
- Net assets (BOY)
- $37,120,667
Income & contributions
- Employer contributions
- $905,572
- Participant contributions
- $8,052,816
- Total contributions
- $9,859,144
- Total income / additions
- $17,852,664
Expenses & distributions
- Benefits paid
- $5,124,518
- Administrative expenses
- $75,400
- Total expenses
- $5,200,423
- Net increase / (decrease)
- $12,652,241
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,400 | $0 | 2023 |