Ultra Poly Corporation Retirement Savings Plan — Form 5500 plan (Ultra Poly Corporation)
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 Poly Corporation Retirement Savings Plan is a benefit plan reported by Ultra Poly Corporation under EIN 22-2036151 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $10,052,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultra Poly Corporation
- EIN
- 22-2036151
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, PA
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $10,052,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240718121530NAL0003407491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,052,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,052,496
- Net assets (BOY)
- $9,995,341
Income & contributions
- Employer contributions
- $308,078
- Participant contributions
- $549,341
- Total contributions
- $857,419
- Total income / additions
- $2,296,040
Expenses & distributions
- Benefits paid
- $2,193,126
- Administrative expenses
- $45,759
- Total expenses
- $2,238,885
- Net increase / (decrease)
- $57,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock New York | PLAN RECORDKEEPER | $1,046 | $0 | 2023 |