2023 Form 5500 filing — Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings 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 20240730161954NAL0021175297001) for Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan, reported by Ultra Manufacturing (Usa) Inc. under EIN 20-0790265 and plan number 002. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730161954NAL0021175297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ultra Manufacturing (Usa) Inc.
- EIN
- 20-0790265
- Plan number
- 002
- Location
- Charlestown, IN
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,174,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,174,184
- Employer contributions
- $378,007
- Participant contributions
- $705,080
- Total income / additions
- $2,441,966
- Benefits paid
- $1,387,457
- Administrative expenses
- $68,163
- Total expenses
- $1,457,603
- Net increase / (decrease)
- $984,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,163 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,523 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |