2023 Form 5500 filing — The Ulven Companies 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 20240910144534NAL0003053571001) for The Ulven Companies 401(K) Plan, reported by The Ulven Companies under EIN 93-0724826 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910144534NAL0003053571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ulven Companies
- EIN
- 93-0724826
- Plan number
- 001
- Location
- Hubbard, OR
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,438,880
- Total liabilities (EOY)
- $5,836
- Net assets (EOY)
- $6,433,044
- Employer contributions
- $187,038
- Participant contributions
- $397,257
- Total income / additions
- $1,622,030
- Benefits paid
- $1,562,862
- Administrative expenses
- $48,129
- Total expenses
- $1,610,991
- Net increase / (decrease)
- $11,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $25,562 | $0 |
| Deschutes Investment Consulting | INVESTMENT ADVISOR | $16,314 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $6,253 | $0 |