How big is United Capital Source Inc.'s plan?

United Capital Source Inc.'s plan reported $2.1M in assets and 12 participants for 2024.

Original filing (PDF)20250616220116NAL0001223601006

United Capital Source Inc.

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

Form 5500-SF

FILING_RECEIVED

United Capital Source 401(k) Plan

401(k) retirement plan · United Capital Source Inc.'s United Capital Source 401(k) Plan held $2.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

United Capital Source Inc.'s EIN is 82-4071249.

EIN 82-4071249

Plan number 001

Plan year 2024

ACK ID 20250616220116NAL0001223601006

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

United Capital Source Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

UNITED CAPITAL SOURCE INC

EIN

all filings

Address

1001 FRANKLIN AVENUE · SUITE 200 · GARDEN CITY, NY · 115305404

Phone

(646) 448-1700

Industry

Professional & Technical Services

Plan administrator