Plan5500

Ubeo West Region 401k Profit Sharing Plan — Form 5500 plan (Ubeo West Region 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, Ubeo West Region 401k Profit Sharing Plan is a benefit plan reported by Ubeo West Region LLC under EIN 94-1461160 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $24,867,810 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ubeo West Region LLC
EIN
94-1461160
Plan number
001
Plan type
2
Location
Chico, CA
Latest filing year
2023
Participants
447
End-of-year plan assets
$24,867,810

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023447H, C20241002164105NAL0009159745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,867,810
Net assets (EOY)
$24,867,810
Net assets (BOY)
$19,185,042

Income & contributions

Employer contributions
$697,721
Participant contributions
$2,044,843
Total contributions
$3,623,575
Total income / additions
$7,232,305

Expenses & distributions

Benefits paid
$1,442,847
Administrative expenses
$106,690
Total expenses
$1,549,537
Net increase / (decrease)
$5,682,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti LLCCONTRACT ADMIN$163,010not reported in the loaded dataset2023
Creative PlanningINVESTMENT ADVISOR$61,957not reported in the loaded dataset2023
Empower Annuity GroupRECORDKEEPER$28,213not reported in the loaded dataset2023
Empower Advisory GroupINVESTMENT MANAGEMENT$10,689not reported in the loaded dataset2023

Related Form 5500 pages