Ultrasource LLC Retirement Plan — Form 5500 plan (Ultrasource LLC)
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, Ultrasource LLC Retirement Plan is a benefit plan reported by Ultrasource LLC under EIN 43-1906745 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $12,396,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultrasource LLC
- EIN
- 43-1906745
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $12,396,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20241017072807NAL0063387730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,396,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,396,939
- Net assets (BOY)
- $12,986,743
Income & contributions
- Employer contributions
- $291,806
- Participant contributions
- $780,350
- Total contributions
- $1,086,912
- Total income / additions
- $2,787,453
Expenses & distributions
- Benefits paid
- $3,315,570
- Administrative expenses
- $61,687
- Total expenses
- $3,377,257
- Net increase / (decrease)
- -$589,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $23,403 | $0 | 2023 |
| Creative Planning, Inc. | ADVISOR | $17,504 | not reported in the loaded dataset | 2023 |
| Pickett, Chaney And Mcmullen Llp | AUDITOR | $10,450 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | ADVISOR | $9,113 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ultrasource LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Newport Group, Inc. — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Pickett, Chaney And Mcmullen Llp — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation