Ultimate Home Services 401(K) Plan — Form 5500 plan (Ultimate Home Services)
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, Ultimate Home Services 401(K) Plan is a benefit plan reported by Ultimate Home Services under EIN 26-3323700 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $4,839,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultimate Home Services
- EIN
- 26-3323700
- Plan number
- 001
- Plan type
- 2
- Location
- Worthington, OH
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $4,839,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240910081153NAL0005404353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,839,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,839,094
- Net assets (BOY)
- $3,531,490
Income & contributions
- Employer contributions
- $202,127
- Participant contributions
- $445,690
- Total contributions
- $665,443
- Total income / additions
- $1,523,443
Expenses & distributions
- Benefits paid
- $178,450
- Administrative expenses
- $37,389
- Total expenses
- $215,839
- Net increase / (decrease)
- $1,307,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,588 | $0 | 2023 |
| Wells Fargo Clearing Services LLC | ADVISOR | $10,801 | not reported in the loaded dataset | 2023 |