How big is UBC, Inc.'s plan?

UBC, Inc.'s plan reported $2.0M in assets and 9 participants for 2024.

Original filing (PDF)20251008125152NAL0003295379001

UBC, Inc.

Name: UBC, Inc. — Profit Sharing Plan for Employees of, Form 5500 (2024)
Creator: UBC, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Profit Sharing Plan for Employees of UBC, Inc.

401(k) retirement plan · UBC, Inc.'s Profit Sharing Plan for Employees of UBC, Inc. held $2.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

UBC, Inc.'s EIN is 59-2235607.

EIN 59-2235607

Plan number 001

Plan year 2024

ACK ID 20251008125152NAL0003295379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UBC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

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

Plan sponsor

Name

UBC, INC.

EIN

all filings

Address

3957 TAMPA RD · OLDSMAR, FL · 34677

Phone

(813) 884-6076

Industry

Engineering Services· Professional & Technical Services

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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