How big is UGI II Inc.'s plan?

UGI II Inc.'s plan reported $275K in assets and 31 participants for 2024.

Original filing (PDF)20250731074711NAL0006736880001

UGI II Inc.

Name: UGI II Inc. — UGI II Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: UGI II Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UGI II Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · UGI II Inc.'s UGI II Inc. 401(k) Profit Sharing Plan & Trust held $275K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$275K

Net assets (EOY)

$275K

People on this filing

Michael Kociolek signed UGI II Inc.'s 2024 Form 5500 as plan administrator.

Michael Kociolek — 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

UGI II Inc.'s EIN is 81-4294730.

EIN 81-4294730

Plan number 001

Plan year 2024

ACK ID 20250731074711NAL0006736880001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UGI II 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 UGI II INC.

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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

Vendor & structure

100

Knocking points off