2023 Form 5500 filing — Ultralife Corporation 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 20241014102632NAL0053108178001) for Ultralife Corporation 401(K) Plan, reported by Ultralife Corporation under EIN 16-1387013 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102632NAL0053108178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ultralife Corporation
- EIN
- 16-1387013
- Plan number
- 001
- Location
- Newark, NY
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,610,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,610,949
- Employer contributions
- $704,144
- Participant contributions
- $1,568,370
- Total income / additions
- $6,265,745
- Benefits paid
- $2,093,810
- Administrative expenses
- $82,242
- Total expenses
- $2,176,052
- Net increase / (decrease)
- $4,089,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $50,000 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $29,978 | $0 |