2023 Form 5500 filing — Ultrasource LLC Retirement 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 20241017072807NAL0063387730001) for Ultrasource LLC Retirement Plan, reported by Ultrasource LLC under EIN 43-1906745 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017072807NAL0063387730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ultrasource LLC
- EIN
- 43-1906745
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,396,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,396,939
- Employer contributions
- $291,806
- Participant contributions
- $780,350
- Total income / additions
- $2,787,453
- Benefits paid
- $3,315,570
- Administrative expenses
- $61,687
- Total expenses
- $3,377,257
- Net increase / (decrease)
- -$589,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $23,403 | $0 |
| Creative Planning, Inc. | ADVISOR | $17,504 | not reported in the loaded dataset |
| Pickett, Chaney And Mcmullen Llp | AUDITOR | $10,450 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | ADVISOR | $9,113 | not reported in the loaded dataset |