2023 Form 5500 filing — Ultimus Fund Solutions, LLC Health Benefits 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 20240828174842NAL0005907763001) for Ultimus Fund Solutions, LLC Health Benefits Plan, reported by Ultimus Fund Solutions, LLC under EIN 31-1663251 and plan number 501. It reports 982 participants. Attached schedule details are not reported in the loaded dataset.
Filing snapshot
- EFAST2 acknowledgement
- 20240828174842NAL0005907763001
- Plan sponsor
- Ultimus Fund Solutions, LLC
- EIN
- 31-1663251
- Plan number
- 501
- Location
- Cincinnati, OH
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.
Frequently asked questions
- What does EFAST2 acknowledgement 20240828174842NAL0005907763001 cover?
- It is the 2023 Form 5500 filing for Ultimus Fund Solutions, LLC Health Benefits Plan, reported by Ultimus Fund Solutions, LLC (EIN 31-1663251).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedule details are not reported in the loaded dataset.