Ulmer & Berne Llp Retirement/401(K) Plan And Trust — Form 5500 plan (Ulmer & Berne Llp)
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, Ulmer & Berne Llp Retirement/401(K) Plan And Trust is a benefit plan reported by Ulmer & Berne Llp under EIN 34-0756436 and plan number 001. The latest loaded filing year is 2023. The filing reports 472 participants and $176,982,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ulmer & Berne Llp
- EIN
- 34-0756436
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $176,982,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20241015134202NAL0029824545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,982,179
- Net assets (EOY)
- $176,982,179
- Net assets (BOY)
- $178,149,273
Income & contributions
- Employer contributions
- $3,125,657
- Participant contributions
- $2,826,131
- Total contributions
- $7,647,409
- Total income / additions
- $36,997,326
Expenses & distributions
- Benefits paid
- $38,114,111
- Administrative expenses
- $39,850
- Total expenses
- $38,164,420
- Net increase / (decrease)
- -$1,167,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Consulting Associates | NONE | $34,775 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $5,075 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $0 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ulmer & Berne Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Highland Consulting Associates — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation