2023 Form 5500 filing — Bullen Ultrasonics, Inc. 401(K) Profit Sharing 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 20241004115001NAL0022609426001) for Bullen Ultrasonics, Inc. 401(K) Profit Sharing Plan, reported by Bullen Ultrasonics, Inc. under EIN 31-0804159 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.3MReported net assets$12,334,925
Participants169
Provider compensation$41.7K2 Schedule C row(s)$41,722
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004115001NAL0022609426001
Plan sponsor
Bullen Ultrasonics, Inc.
EIN
31-0804159
Plan number
001
Location
Eaton, 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.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$314.2K
Participant$711.2K
Full reported line items
Total assets (EOY)
$12,334,925
Total liabilities (EOY)
$0
Net assets (EOY)
$12,334,925
Employer contributions
$314,153
Participant contributions
$711,208
Total income / additions
$2,934,154
Benefits paid
$1,243,348
Administrative expenses
$44,155
Total expenses
$1,287,503
Net increase / (decrease)
$1,646,651
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $28.1K
  2. 2
    RECORDKEEPER · Direct $13.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004115001NAL0022609426001 cover?
It is the 2023 Form 5500 filing for Bullen Ultrasonics, Inc. 401(K) Profit Sharing Plan, reported by Bullen Ultrasonics, Inc. (EIN 31-0804159).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages