2023 Form 5500 filing — Ulmer & Berne Llp Retirement/401(K) Plan And Trust
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 20241015134202NAL0029824545001) for Ulmer & Berne Llp Retirement/401(K) Plan And Trust, reported by Ulmer & Berne Llp under EIN 34-0756436 and plan number 001. It reports 472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134202NAL0029824545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ulmer & Berne Llp
- EIN
- 34-0756436
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,982,179
- Net assets (EOY)
- $176,982,179
- Employer contributions
- $3,125,657
- Participant contributions
- $2,826,131
- Total income / additions
- $36,997,326
- Benefits paid
- $38,114,111
- Administrative expenses
- $39,850
- Total expenses
- $38,164,420
- Net increase / (decrease)
- -$1,167,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting Associates | NONE | $34,775 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $5,075 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $0 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |