How big is Universal Business, Inc.'s plan?

Universal Business, Inc.'s plan reported $2.2M in assets and 22 participants for 2024.

Original filing (PDF)20250819145941NAL0003932080001

Universal Business, Inc.

Name: Universal Business, Inc. — Universal Business, Inc., Form 5500 (2024)
Creator: Universal Business, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Universal Business, Inc. 401(k) Plan

401(k) retirement plan · Universal Business, Inc.'s Universal Business, Inc. 401(k) Plan held $2.2M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Shailesh Panara signed Universal Business, Inc.'s 2024 Form 5500 as plan administrator.

Shailesh Panara — 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

Universal Business, Inc.'s EIN is 56-2128861.

EIN 56-2128861

Plan number 001

Plan year 2024

ACK ID 20250819145941NAL0003932080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Universal Business, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Universal Business, Inc.'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 UNIVERSAL BUSINESS, INC..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off