2023 Form 5500 filing — Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings 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 20240730161954NAL0021175297001) for Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan, reported by Ultra Manufacturing (Usa) Inc. under EIN 20-0790265 and plan number 002. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.2MReported net assets$9,174,184
Participants449
Provider compensation$85.7K3 Schedule C row(s)$85,686
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730161954NAL0021175297001
- Plan sponsor
- Ultra Manufacturing (Usa) Inc.
- EIN
- 20-0790265
- Plan number
- 002
- Location
- Charlestown, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,174,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,174,184
- Employer contributions
- $378,007
- Participant contributions
- $705,080
- Total income / additions
- $2,441,966
- Benefits paid
- $1,387,457
- Administrative expenses
- $68,163
- Total expenses
- $1,457,603
- Net increase / (decrease)
- $984,363
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,163 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,523 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |