Plan5500

U Tec — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, U Tec (EIN 27-1024735) is a plan sponsor located in Sterling Heights, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1024735
Location
Sterling Heights, MI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for U Tec

  • 2 loaded plans hold $5.9M in reported assets.
  • The largest, Utec 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 237 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.9MSummed across loaded plans$5,922,295
Total reported assets$5.9M$5,922,295
Total reported participants237
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$0
Contributions & income
Employer contributions$336.9K
Participant contributions$846.8K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$810K
Total expenses$844.4K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Utec 401(K) Plan
Participants per plan119Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Utec 401(K) Plan$5.9M
    Plan #001 · 137 participants · 2023
  2. 2
    Universal Tool Equipment And Controls, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 100 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for U Tec. Open one for its full reported snapshot.

  1. 2023
    Universal Tool Equipment And Controls, Inc. Employee Benefit Plan100 participants · 2No schedules
    View filing →
  2. 2023
    Utec 401(K) Plan137 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does U Tec report on Form 5500?
U Tec (EIN 27-1024735) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for U Tec?
The Employer Identification Number (EIN) reported for U Tec is 27-1024735.
What is the latest Form 5500 filing year for U Tec?
The latest loaded Form 5500 filing year for U Tec is 2023.

Related Form 5500 pages