2023 Form 5500 filing — Ullico Inc. 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 20241014150851NAL0027661377001) for Ullico Inc. 401(K) Plan, reported by Ullico Inc. under EIN 52-1579726 and plan number 002. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150851NAL0027661377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ullico Inc.
- EIN
- 52-1579726
- Plan number
- 002
- Location
- Silver Spring, MD
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,011,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,011,317
- Employer contributions
- $1,164,042
- Participant contributions
- $3,519,260
- Total income / additions
- $17,758,289
- Benefits paid
- $4,220,574
- Administrative expenses
- $47,016
- Total expenses
- $4,267,590
- Net increase / (decrease)
- $13,490,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Corp | NONE | $41,110 | not reported in the loaded dataset |
| Dwc, Inc | NONE | $5,481 | not reported in the loaded dataset |