2023 Form 5500 filing — Universal Welding & Engineering, 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 20240930093801NAL0003139443001) for Universal Welding & Engineering, Inc. 401(K) Plan, reported by Universal Welding & Engineering, Inc. under EIN 39-1858651 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,851,883
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930093801NAL0003139443001
Plan sponsor
Universal Welding & Engineering, Inc.
EIN
39-1858651
Plan number
001
Location
Waukesha, WI
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.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$497K
Total expenses$11.8K
Benefits paid / distributions$67
Contributions
Employer$38K
Participant$211.1K
Full reported line items
Total assets (EOY)
$1,851,883
Total liabilities (EOY)
$0
Net assets (EOY)
$1,851,883
Employer contributions
$38,043
Participant contributions
$211,074
Total income / additions
$496,968
Benefits paid
$67
Administrative expenses
$11,702
Total expenses
$11,769
Net increase / (decrease)
$485,199

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930093801NAL0003139443001 cover?
It is the 2023 Form 5500 filing for Universal Welding & Engineering, Inc. 401(K) Plan, reported by Universal Welding & Engineering, Inc. (EIN 39-1858651).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages