· 2022–2024 · DOL EFAST2

UNITED BROKERAGE COMPANY, INC. — UNITED BROKERAGE COMPANY, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250811164109NAL0010342512001

UNITED BROKERAGE COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

UNITED BROKERAGE COMPANY, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

52

Accounts w/ balance

37

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score

Above-average plan

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

44

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED BROKERAGE COMPANY, INC..

Plan sponsor

Name

UNITED BROKERAGE COMPANY, INC.

EIN

58-0977267

Address

PO BOX 1866 · AUGUSTA, GA · 30903

Phone

(706) 722-7566

Industry

Wholesale Tradesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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