Universal Logistics Holding, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Universal Logistics Holding, Inc. (EIN 38-3640097) is a plan sponsor located in Warren, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-3640097
Location
Warren, MI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$53,048,813
Total reported net assets (EOY)
$53,048,813

Contributions & income

Employer contributions
$100,261
Participant contributions
$4,248,585
Total income / additions
$13,851,190

Expenses & distributions

Benefits paid / distributions
$7,054,448
Total expenses
$7,070,666
Net increase / (decrease)
$6,780,524

Coverage

Total reported participants
2,689
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Universal Logistics Holding, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Universal Logistics Holdings, Inc. 401k Plan0012,689$53,048,8132023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Universal Logistics Holding, Inc.
YearPlanParticipantsSchedulesFiling
2023Universal Logistics Holdings, Inc. 401k Plan2,689H, C20241014110411NAL0045725984003

Related Form 5500 pages