Plan5500

Uhlig LLC 401(K) Retirement Plan — Form 5500 plan (Uhlig 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, Uhlig LLC 401(K) Retirement Plan is a benefit plan reported by Uhlig LLC under EIN 90-0175078 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $9,480,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uhlig LLC
EIN
90-0175078
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
137
End-of-year plan assets
$9,480,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20240826203429NAL0020254130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,480,230
Total liabilities (EOY)
$0
Net assets (EOY)
$9,480,230
Net assets (BOY)
$7,675,875

Income & contributions

Employer contributions
$118,352
Participant contributions
$576,099
Total contributions
$735,149
Total income / additions
$2,114,173

Expenses & distributions

Benefits paid
$236,678
Administrative expenses
$73,140
Total expenses
$309,818
Net increase / (decrease)
$1,804,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Massachusetts Mutual Life Ins CompINVESTMENT ADVISOR$28,512not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$24,027$02023
Marksnelson LLCAUDITOR$16,500not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$4,101not reported in the loaded dataset2023

Related Form 5500 pages