2023 Form 5500 filing — Ulliman Schutte Construction, LLC 401(K) Profit Sharing 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 20241015101408NAL0014381347001) for Ulliman Schutte Construction, LLC 401(K) Profit Sharing Plan, reported by Ulliman Schutte Construction, LLC under EIN 31-1582279 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101408NAL0014381347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ulliman Schutte Construction, LLC
- EIN
- 31-1582279
- Plan number
- 001
- Location
- Miamisburg, OH
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,564,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,564,835
- Employer contributions
- $2,730,965
- Participant contributions
- $1,771,502
- Total income / additions
- $11,962,254
- Benefits paid
- $5,517,507
- Administrative expenses
- $159,008
- Total expenses
- $5,676,515
- Net increase / (decrease)
- $6,285,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $89,813 | not reported in the loaded dataset |
| Mariner Wealth Advisors, LLC | NONE | $54,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | NONE | $30,898 | $0 |
| Clark Schaefer Hackett | NONE | $14,450 | not reported in the loaded dataset |