401(k)
2022 plan-year 401(k) DOL Form 5500

USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

USG MANAGEMENT SERVICES OF FLORIDA, INC.

This 401(k) plan holds $12M in total assets and serves 197 participants as of 2022. It is sponsored by USG MANAGEMENT SERVICES OF FLORIDA, INC. in Florida. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$12M
Participants
197
State
Industry
Finance & Insurance

What the Filing Says About USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN

USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by USG MANAGEMENT SERVICES OF FLORIDA, INC., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 197 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 421615219, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $12M at year-end — a decline of 12.0%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-1,549,798 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-1,549,798
Plan Type401(k)
Employer EIN421615219
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (USG MANAGEMENT SERVICES OF FLORIDA, INC.)

Year Plans Participants Total Assets
2022 1 197 $12M
2023 1 209 $14M
2024 1 210 $16M

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Frequently Asked Questions

How much money is in the USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN?
As of the 2022 Form 5500 filing, USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN holds $12M in total assets with 197 participants. It is sponsored by USG MANAGEMENT SERVICES OF FLORIDA, INC..
What type of plan is USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN?
USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 421615219.
Who sponsors the USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN?
USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN is sponsored by USG MANAGEMENT SERVICES OF FLORIDA, INC., located in Florida. The sponsor's EIN is 421615219 and the plan operates in the Finance & Insurance industry.
How did USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN perform in 2022?
USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN declined by 12.0% during 2022, moving from $13M to $12M in total assets. Net income was $-1,549,798.
Where can I find official filings for USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN?
Official Form 5500 filings for USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 421615219 or plan name at efast.dol.gov.
How does USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN compare to other plans?
You can compare USG MANAGEMENT SERVICES OF FLORIDA, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 421615219.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.