2023 Form 5500 filing — Ulland Brothers, Inc. 2012 Amended And Restated Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523093949NAL0008033472001) for Ulland Brothers, Inc. 2012 Amended And Restated Employee Stock Ownership Plan, reported by Ulland Brothers, Inc. under EIN 41-0741712 and plan number 002. It reports 82 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240523093949NAL0008033472001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ulland Brothers, Inc.
- EIN
- 41-0741712
- Plan number
- 002
- Location
- Cloquet, MN
- Participants
- 82
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,396,420
- Total liabilities (EOY)
- $4,695,694
- Net assets (EOY)
- $86,700,726
- Employer contributions
- $1,333,636
- Total income / additions
- $18,832,413
- Benefits paid
- $2,685,868
- Administrative expenses
- $50,683
- Total expenses
- $2,864,517
- Net increase / (decrease)
- $15,967,896
- Schedule source
- Schedule I