Universal Land 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Universal Land Construction Company)
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, Universal Land 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Universal Land Construction Company under EIN 91-0952492 and plan number 004. The latest loaded filing year is 2023. The filing reports 173 participants and $13,013,539 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13MPlan net assets, end of year$13,013,539
Participants173Covered participants reported
Assets / participant$75.2KComputed: assets ÷ participants$75,223 (computed)
Provider compensation$53.6K3 Schedule C provider row(s)$53,626
- Plan sponsor
- Universal Land Construction Company
- EIN
- 91-0952492
- Plan number
- 004
- Plan type
- 2
- Location
- Woodinville, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240829130906NAL0013557985001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,013,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,013,539
- Net assets (BOY)
- $12,105,153
Income & contributions
- Employer contributions
- $437,062
- Participant contributions
- $631,501
- Total contributions
- $1,068,563
- Total income / additions
- $2,917,571
Expenses & distributions
- Benefits paid
- $1,955,559
- Administrative expenses
- $53,626
- Total expenses
- $2,009,185
- Net increase / (decrease)
- $908,386
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,767 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $21,859 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Land Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Woodinville, WA
- Empower Advisory Group, LLC — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation