Ullico Inc. 401(K) Plan — Form 5500 plan (Ullico 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, Ullico Inc. 401(K) Plan is a benefit plan reported by Ullico Inc. under EIN 52-1579726 and plan number 002. The latest loaded filing year is 2023. The filing reports 380 participants and $91,011,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ullico Inc.
- EIN
- 52-1579726
- Plan number
- 002
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $91,011,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20241014150851NAL0027661377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,011,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,011,317
- Net assets (BOY)
- $77,520,618
Income & contributions
- Employer contributions
- $1,164,042
- Participant contributions
- $3,519,260
- Total contributions
- $4,975,576
- Total income / additions
- $17,758,289
Expenses & distributions
- Benefits paid
- $4,220,574
- Administrative expenses
- $47,016
- Total expenses
- $4,267,590
- Net increase / (decrease)
- $13,490,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Capital Corp | NONE | $41,110 | not reported in the loaded dataset | 2023 |
| Dwc, Inc | NONE | $5,481 | not reported in the loaded dataset | 2023 |