Universal Metal Products, Inc. 401(K) Retirement And Savings Plan — Form 5500 plan (Universal Metal Products, 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, Universal Metal Products, Inc. 401(K) Retirement And Savings Plan is a benefit plan reported by Universal Metal Products, Inc. under EIN 34-1535109 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $12,784,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Universal Metal Products, Inc.
EIN
34-1535109
Plan number
001
Plan type
2
Location
Wickliffe, OH
Latest filing year
2023
Participants
262
End-of-year plan assets
$12,784,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20240730134302NAL0011871171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,784,712
Total liabilities (EOY)
$0
Net assets (EOY)
$12,784,712
Net assets (BOY)
$10,972,649

Income & contributions

Employer contributions
$137,261
Participant contributions
$812,993
Total contributions
$990,699
Total income / additions
$2,738,779

Expenses & distributions

Benefits paid
$882,084
Administrative expenses
$44,632
Total expenses
$926,716
Net increase / (decrease)
$1,812,063

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$26,325$02023
Pnc Institutional Asset ManagementADVISOR$13,100not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$5,207$02023

Related Form 5500 pages