Original filing (PDF)20230331161852NAL0040399793001

Unite Partners Network LLC

Name: Unite Partners Network LLC — Form 5500 (2022)
Creator: Unite Partners Network LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Unite Partners Network LLC filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Carina Lofvenberg signed Unite Partners Network LLC's 2022 Form 5500 as plan administrator.

Carina Lofvenberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Unite Partners Network LLC's EIN is 14-1922508.

EIN 14-1922508

Plan number 001

Plan year 2022

ACK ID 20230331161852NAL0040399793001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Unite Partners Network LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Unite Partners Network LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITE PARTNERS NETWORK LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

UNITE PARTNERS NETWORK LLC

EIN

all filings

Address

1785 SAN CARLOS AVE, SUITE 2C · SAN CARLOS, CA · 94070

Phone

(415) 941-6376

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-30

Filed

2023-03-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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