Usnr, LLC 401(K) Tax Sheltered Plan — Form 5500 plan (Usnr, 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, Usnr, LLC 401(K) Tax Sheltered Plan is a benefit plan reported by Usnr, LLC under EIN 94-2462111 and plan number 004. The latest loaded filing year is 2023. The filing reports 799 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usnr, LLC
- EIN
- 94-2462111
- Plan number
- 004
- Plan type
- 2
- Location
- Woodland, WA
- Latest filing year
- 2023
- Participants
- 799
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 799 | H, C | 20241015184339NAL0015270259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $51,169,948
Income & contributions
- Employer contributions
- $1,076,685
- Participant contributions
- $3,593,689
- Total contributions
- $4,867,581
- Total income / additions
- $15,456,973
Expenses & distributions
- Benefits paid
- $3,158,643
- Administrative expenses
- $161,659
- Total expenses
- $3,320,302
- Net increase / (decrease)
- $12,136,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISOR | $58,084 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $50,309 | $0 | 2023 |
| Compass 360, LLC | TPA | $47,702 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,468 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usnr, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Woodland, WA
- Mma Securities LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Compass 360, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation