Uhl Company, Inc. Profit Sharing Plan — Form 5500 plan (Uhl Company, 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, Uhl Company, Inc. Profit Sharing Plan is a benefit plan reported by Uhl Company, Inc. under EIN 41-0740957 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $29,110,255 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uhl Company, Inc.
EIN
41-0740957
Plan number
001
Plan type
2
Location
Maple Grove, MN
Latest filing year
2023
Participants
139
End-of-year plan assets
$29,110,255

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241015172921NAL0016966883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,110,255
Total liabilities (EOY)
$0
Net assets (EOY)
$29,110,255
Net assets (BOY)
$24,103,212

Income & contributions

Employer contributions
$772,146
Participant contributions
$1,048,494
Total contributions
$1,823,958
Total income / additions
$6,267,390

Expenses & distributions

Benefits paid
$1,200,187
Administrative expenses
$60,160
Total expenses
$1,260,347
Net increase / (decrease)
$5,007,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hays Financial Group LLCNONE$52,937$02023
Minnesota Life Insurance CompanyNONE$1,435not reported in the loaded dataset2023

Related Form 5500 pages