2023 Form 5500 filing — Ulbrich Plus Savings And Retirement 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 20241014075444NAL0025679937001) for Ulbrich Plus Savings And Retirement Plan, reported by Ulbrich Stainless Steels & Special Metals, Inc. under EIN 06-0706390 and plan number 004. It reports 715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075444NAL0025679937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ulbrich Stainless Steels & Special Metals, Inc.
- EIN
- 06-0706390
- Plan number
- 004
- Location
- Wallingford, CT
- Participants
- 715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,786,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,786,848
- Employer contributions
- $3,170,437
- Participant contributions
- $5,318,678
- Total income / additions
- $24,897,213
- Benefits paid
- $7,524,013
- Administrative expenses
- $20,039
- Total expenses
- $7,544,052
- Net increase / (decrease)
- $17,353,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $11,775 | $0 |
| Financial Answers | NONE | $6,228 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $36 | not reported in the loaded dataset |