Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Ultra Manufacturing (Usa) 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, Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Ultra Manufacturing (Usa) Inc. under EIN 20-0790265 and plan number 002. The latest loaded filing year is 2023. The filing reports 449 participants and $9,174,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultra Manufacturing (Usa) Inc.
- EIN
- 20-0790265
- Plan number
- 002
- Plan type
- 2
- Location
- Charlestown, IN
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $9,174,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240730161954NAL0021175297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,174,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,174,184
- Net assets (BOY)
- $8,189,821
Income & contributions
- Employer contributions
- $378,007
- Participant contributions
- $705,080
- Total contributions
- $1,105,440
- Total income / additions
- $2,441,966
Expenses & distributions
- Benefits paid
- $1,387,457
- Administrative expenses
- $68,163
- Total expenses
- $1,457,603
- Net increase / (decrease)
- $984,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,163 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,523 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ultra Manufacturing (Usa) Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Charlestown, IN
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation