Plan5500

Ulrey Foods, Inc. Profit Sharing Plan — Form 5500 plan (Ulrey Foods, 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, Ulrey Foods, Inc. Profit Sharing Plan is a benefit plan reported by Ulrey Foods, Inc. under EIN 31-1027563 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $2,952,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ulrey Foods, Inc.
EIN
31-1027563
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
134
End-of-year plan assets
$2,952,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241014105614NAL0014800611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,952,476
Total liabilities (EOY)
$0
Net assets (EOY)
$2,952,476
Net assets (BOY)
$2,217,533

Income & contributions

Employer contributions
$156,305
Participant contributions
$341,116
Total contributions
$497,421
Total income / additions
$852,809

Expenses & distributions

Benefits paid
$87,568
Administrative expenses
$30,298
Total expenses
$117,866
Net increase / (decrease)
$734,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance Co.RECORDKEEPER$30,299$2,4982023

Related Form 5500 pages