The Ulven Companies 401(K) Plan — Form 5500 plan (The Ulven Companies)
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, The Ulven Companies 401(K) Plan is a benefit plan reported by The Ulven Companies under EIN 93-0724826 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $6,438,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ulven Companies
- EIN
- 93-0724826
- Plan number
- 001
- Plan type
- 2
- Location
- Hubbard, OR
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $6,438,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240910144534NAL0003053571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,438,880
- Total liabilities (EOY)
- $5,836
- Net assets (EOY)
- $6,433,044
- Net assets (BOY)
- $6,422,005
Income & contributions
- Employer contributions
- $187,038
- Participant contributions
- $397,257
- Total contributions
- $698,456
- Total income / additions
- $1,622,030
Expenses & distributions
- Benefits paid
- $1,562,862
- Administrative expenses
- $48,129
- Total expenses
- $1,610,991
- Net increase / (decrease)
- $11,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $25,562 | $0 | 2023 |
| Deschutes Investment Consulting | INVESTMENT ADVISOR | $16,314 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | TPA | $6,253 | $0 | 2023 |