2023 Form 5500 filing — Ulma Form Works 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726052541NAL0015550097001) for Ulma Form Works 401(K) Plan, reported by Ulma Form Works, Inc under EIN 22-3617107 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726052541NAL0015550097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ulma Form Works, Inc
- EIN
- 22-3617107
- Plan number
- 001
- Location
- Fair Lawn, NJ
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,914,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,914,664
- Employer contributions
- $228,465
- Participant contributions
- $573,287
- Total income / additions
- $1,685,695
- Benefits paid
- $543,611
- Administrative expenses
- $22,900
- Total expenses
- $567,183
- Net increase / (decrease)
- $1,118,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadaret Grant & Co Inc | INVESTMENT/FINANCIAL ADVI | $20,294 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,605 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |