2023 Form 5500 filing — Ufp Technologies, Inc. 401(K) 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 20240808151509NAL0002806195001) for Ufp Technologies, Inc. 401(K) Plan, reported by Ufp Technologies, Inc. under EIN 04-2314970 and plan number 001. It reports 923 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808151509NAL0002806195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ufp Technologies, Inc.
- EIN
- 04-2314970
- Plan number
- 001
- Location
- Newburyport, MA
- Participants
- 923
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,009,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,009,000
- Employer contributions
- $1,325,472
- Participant contributions
- $2,703,826
- Total income / additions
- $12,241,086
- Benefits paid
- $3,409,892
- Administrative expenses
- $187,891
- Total expenses
- $3,597,783
- Net increase / (decrease)
- $8,643,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | BROKER/ADVISOR | $0 | $66,051 |
| Adp, Inc. | SERVICE PROVIDER | $26,452 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | SERVICE PROVIDER | $17,409 | not reported in the loaded dataset |
| Caron And Bletzer | SERVICE PROVIDER | $13,900 | not reported in the loaded dataset |