2023 Form 5500 filing — Ulrey Foods, Inc. 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 20241014105614NAL0014800611001) for Ulrey Foods, Inc. Profit Sharing Plan, reported by Ulrey Foods, Inc. under EIN 31-1027563 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105614NAL0014800611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ulrey Foods, Inc.
- EIN
- 31-1027563
- Plan number
- 001
- Location
- Dublin, OH
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,952,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,952,476
- Employer contributions
- $156,305
- Participant contributions
- $341,116
- Total income / additions
- $852,809
- Benefits paid
- $87,568
- Administrative expenses
- $30,298
- Total expenses
- $117,866
- Net increase / (decrease)
- $734,943
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Co. | RECORDKEEPER | $30,299 | $2,498 |