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 Logistics Holdings, Inc. 401k Plan is a benefit plan reported by Universal Logistics Holding, Inc. under EIN 38-3640097 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,689 participants and $53,048,813 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,048,813
- Net assets (EOY)
- $53,048,813
- Net assets (BOY)
- $46,180,214
Income & contributions
- Employer contributions
- $100,261
- Participant contributions
- $4,248,585
- Total contributions
- $5,835,064
- Total income / additions
- $13,851,190
Expenses & distributions
- Benefits paid
- $7,054,448
- Administrative expenses
- $16,218
- Total expenses
- $7,070,666
- Net increase / (decrease)
- $6,780,524