United Employee Holdings, Inc.ESOP
ETW EMPLOYEE STOCK OWNERSHIP PLAN · MORRILTON, AR · plan year 2023
United Employee Holdings, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held -$5,338,475 across 121 participant accounts, with employer contributions averaging $6,394 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other wholesale trade employers. active participation has grown from 100 to 110 since 2022.
United Employee Holdings, Inc.'s 2023 employer contribution ran above the $522 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 823511153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.