Ufp Technologies, Inc. 401(K) Plan — Form 5500 plan (Ufp Technologies, Inc.)
Plain-English plan 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, Ufp Technologies, Inc. 401(K) Plan is a benefit plan reported by Ufp Technologies, Inc. under EIN 04-2314970 and plan number 001. The latest loaded filing year is 2023. The filing reports 923 participants and $52,009,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ufp Technologies, Inc.
- EIN
- 04-2314970
- Plan number
- 001
- Plan type
- 2
- Location
- Newburyport, MA
- Latest filing year
- 2023
- Participants
- 923
- End-of-year plan assets
- $52,009,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 923 | H, C | 20240808151509NAL0002806195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,009,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,009,000
- Net assets (BOY)
- $40,465,276
Income & contributions
- Employer contributions
- $1,325,472
- Participant contributions
- $2,703,826
- Total contributions
- $4,116,637
- Total income / additions
- $12,241,086
Expenses & distributions
- Benefits paid
- $3,409,892
- Administrative expenses
- $187,891
- Total expenses
- $3,597,783
- Net increase / (decrease)
- $8,643,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance | BROKER/ADVISOR | $0 | $66,051 | 2023 |
| Adp, Inc. | SERVICE PROVIDER | $26,452 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | SERVICE PROVIDER | $17,409 | not reported in the loaded dataset | 2023 |
| Caron And Bletzer | SERVICE PROVIDER | $13,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ufp Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Newburyport, MA
- Massachusetts Mutual Life Insurance — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Caron And Bletzer — Schedule C compensation