Plan5500

Ultratec, Inc. 401(K) Plan — Form 5500 plan (Ultratec, 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, Ultratec, Inc. 401(K) Plan is a benefit plan reported by Ultratec, Inc. under EIN 39-1357022 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,134 participants and $24,447,582 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ultratec, Inc.
EIN
39-1357022
Plan number
002
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
1,134
End-of-year plan assets
$24,447,582

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,134H, C20240821103201NAL0007855026001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,447,582
Total liabilities (EOY)
$0
Net assets (EOY)
$24,447,582
Net assets (BOY)
$20,322,388

Income & contributions

Employer contributions
$53,675
Participant contributions
$1,439,941
Total contributions
$1,609,817
Total income / additions
$5,551,040

Expenses & distributions

Benefits paid
$1,325,028
Administrative expenses
$35,777
Total expenses
$1,425,846
Net increase / (decrease)
$4,125,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$35,777$02023

Related Form 5500 pages