Uhlmann Holding Company 401(K) Plan — Form 5500 plan (Uhlmann Holding Company)
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, Uhlmann Holding Company 401(K) Plan is a benefit plan reported by Uhlmann Holding Company under EIN 91-1285648 and plan number 002. The latest loaded filing year is 2023. The filing reports 249 participants and $10,856,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uhlmann Holding Company
- EIN
- 91-1285648
- Plan number
- 002
- Plan type
- 2
- Location
- Chehalis, WA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $10,856,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241003141120NAL0010652433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,856,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,856,014
- Net assets (BOY)
- $7,969,502
Income & contributions
- Employer contributions
- $561,219
- Participant contributions
- $1,034,709
- Total contributions
- $1,595,928
- Total income / additions
- $3,392,457
Expenses & distributions
- Benefits paid
- $455,316
- Administrative expenses
- $50,629
- Total expenses
- $505,945
- Net increase / (decrease)
- $2,886,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | NONE | $26,782 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $21,015 | not reported in the loaded dataset | 2023 |