Unlimited Technology 401(K) Plan — Form 5500 plan (Lep Psb Midco 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, Unlimited Technology 401(K) Plan is a benefit plan reported by Lep Psb Midco LLC under EIN 88-0776329 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $13,311,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lep Psb Midco LLC
- EIN
- 88-0776329
- Plan number
- 001
- Plan type
- 2
- Location
- Chester Springs, PA
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $13,311,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20241007103931NAL0027244528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,311,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,311,587
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $591,560
- Participant contributions
- $1,353,481
- Total contributions
- $2,159,418
- Total income / additions
- $3,633,565
Expenses & distributions
- Benefits paid
- $1,104,960
- Administrative expenses
- $39,787
- Total expenses
- $1,144,929
- Net increase / (decrease)
- $2,488,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | OTHERS FEES | $39,787 | $0 | 2023 |
| Onedigital Topco LLC | OTHERS FEES | $0 | $20,938 | 2023 |
| Onedigital Investment Advisors | OTHERS FEES | $0 | $15,697 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lep Psb Midco LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Chester Springs, PA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Onedigital Topco LLC — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation