Unisyn Precision Components Retirement Plan — Form 5500 plan (Upc Holdings Iii Corp.)
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, Unisyn Precision Components Retirement Plan is a benefit plan reported by Upc Holdings Iii Corp. under EIN 86-2331086 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $11,999,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upc Holdings Iii Corp.
- EIN
- 86-2331086
- Plan number
- 001
- Plan type
- 2
- Location
- Willoughby, OH
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $11,999,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241014104822NAL0027071681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,999,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,999,329
- Net assets (BOY)
- $6,422,969
Income & contributions
- Employer contributions
- $549,892
- Participant contributions
- $670,345
- Total contributions
- $1,272,395
- Total income / additions
- $3,144,317
Expenses & distributions
- Benefits paid
- $578,376
- Administrative expenses
- $35,407
- Total expenses
- $613,783
- Net increase / (decrease)
- $2,530,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,134 | $0 | 2023 |
| Mma Securities | ADVISOR | $12,918 | not reported in the loaded dataset | 2023 |