2023 Form 5500 filing — Ultra Electronics 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 20240911071555NAL0003507731001) for Ultra Electronics Inc. 401(K) Plan, reported by Ultra Electronics Inc. under EIN 06-1506005 and plan number 001. It reports 2,769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911071555NAL0003507731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ultra Electronics Inc.
- EIN
- 06-1506005
- Plan number
- 001
- Location
- Braintree, MA
- Participants
- 2,769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $286,379,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $286,379,155
- Employer contributions
- $6,968,218
- Participant contributions
- $16,850,139
- Total income / additions
- $75,537,697
- Benefits paid
- $37,958,076
- Administrative expenses
- $522,617
- Total expenses
- $38,505,231
- Net increase / (decrease)
- $37,032,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $354,755 | $0 |
| Merrill Lynch | CONSULTANT | $82,753 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $56,228 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $28,975 | not reported in the loaded dataset |