Original filing (PDF)20250311145027NAL0029698464001

U & I INC., USA

Name: U & I INC., USA — U & I INC. 401(K) PLAN, Form 5500 (2024)
Creator: U & I INC., USA

Form 5500-SF

FILING_RECEIVED

U & I INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U & I INC., USA.

Plan sponsor

Name

U & I INC., USA

EIN

33-1074846

Address

5236 WEST SENECA ST. · PO BOX 1260 · VERNON, NY · 13476

Phone

(315) 829-4035

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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