Ulma Form Works 401(K) Plan — Form 5500 plan (Ulma Form Works, 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, Ulma Form Works 401(K) Plan is a benefit plan reported by Ulma Form Works, Inc under EIN 22-3617107 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $5,914,664 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ulma Form Works, Inc
EIN
22-3617107
Plan number
001
Plan type
2
Location
Fair Lawn, NJ
Latest filing year
2023
Participants
184
End-of-year plan assets
$5,914,664

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240726052541NAL0015550097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,914,664
Total liabilities (EOY)
$0
Net assets (EOY)
$5,914,664
Net assets (BOY)
$4,796,152

Income & contributions

Employer contributions
$228,465
Participant contributions
$573,287
Total contributions
$801,752
Total income / additions
$1,685,695

Expenses & distributions

Benefits paid
$543,611
Administrative expenses
$22,900
Total expenses
$567,183
Net increase / (decrease)
$1,118,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadaret Grant & Co IncINVESTMENT/FINANCIAL ADVI$20,294$02023
Adp, Inc.RECORD KEEPER$2,605$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages