Unisource Solutions, Inc. 401(K) Plan — Form 5500 plan (Unisource Solutions, 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, Unisource Solutions, Inc. 401(K) Plan is a benefit plan reported by Unisource Solutions, Inc. under EIN 95-4117599 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $8,902,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unisource Solutions, Inc.
EIN
95-4117599
Plan number
001
Plan type
2
Location
Pico Rivera, CA
Latest filing year
2023
Participants
190
End-of-year plan assets
$8,902,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241008132130NAL0017652033003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,902,896
Net assets (EOY)
$8,902,896
Net assets (BOY)
$7,872,970

Income & contributions

Employer contributions
$57,529
Participant contributions
$376,598
Total contributions
$434,127
Total income / additions
$1,898,676

Expenses & distributions

Benefits paid
$806,612
Administrative expenses
$47,794
Total expenses
$868,750
Net increase / (decrease)
$1,029,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$27,315$02023
Merrill Lynch Life Agency, Inc.ADVISOR$20,479not reported in the loaded dataset2023

Related Form 5500 pages