2023 Form 5500 filing — Universal Logistics Holdings, Inc. 401k 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 20241014110411NAL0045725984003) for Universal Logistics Holdings, Inc. 401k Plan, reported by Universal Logistics Holding, Inc. under EIN 38-3640097 and plan number 001. It reports 2,689 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110411NAL0045725984003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Logistics Holding, Inc.
- EIN
- 38-3640097
- Plan number
- 001
- Location
- Warren, MI
- Participants
- 2,689
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,048,813
- Net assets (EOY)
- $53,048,813
- Employer contributions
- $100,261
- Participant contributions
- $4,248,585
- Total income / additions
- $13,851,190
- Benefits paid
- $7,054,448
- Administrative expenses
- $16,218
- Total expenses
- $7,070,666
- Net increase / (decrease)
- $6,780,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $11,114 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $5,104 | $0 |