Uei Group 401(K) Plan — Form 5500 plan (Uei Group Services, 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, Uei Group 401(K) Plan is a benefit plan reported by Uei Group Services, Inc. under EIN 87-2488321 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $16,638,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uei Group Services, Inc.
- EIN
- 87-2488321
- Plan number
- 002
- Plan type
- 2
- Location
- Overland Park, KS
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $16,638,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241014081817NAL0045292896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,638,982
- Total liabilities (EOY)
- $30
- Net assets (EOY)
- $16,638,952
- Net assets (BOY)
- $14,383,274
Income & contributions
- Employer contributions
- $73,786
- Participant contributions
- $553,080
- Total contributions
- $643,708
- Total income / additions
- $3,082,350
Expenses & distributions
- Benefits paid
- $768,369
- Administrative expenses
- $58,303
- Total expenses
- $826,672
- Net increase / (decrease)
- $2,255,678
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | ADVISOR | $30,101 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $21,264 | $0 | 2023 |
| Prime Capital Investment Advisors | INVESTMENT ADVISOR | $6,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uei Group Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Overland Park, KS
- Cetera Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation