THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST Benefits

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	EDWARD ROJAS	2024-06-01
001	2022-01-01	EDWARD ROJAS	2023-05-16
001	2021-01-01	EDWARD ROJAS	2022-04-01

Plan Statistics for THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2025: THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-05-30	24
Total number of particpants at end of year	2025-05-30	24
Number of Participants With Account Balances	2025-05-30	3
2024: THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-06-01	21
Total number of particpants at end of year	2024-06-01	21
Number of Participants With Account Balances	2024-06-01	3
2022: THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year	2022-04-01	27
Total number of particpants at end of year	2022-04-01	20
Number of Participants With Account Balances	2022-04-01	2

Financial Data on THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST

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