2023 Form 5500 filing — Uhl Company, 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 20241015172921NAL0016966883001) for Uhl Company, Inc. Profit Sharing Plan, reported by Uhl Company, Inc. under EIN 41-0740957 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172921NAL0016966883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uhl Company, Inc.
- EIN
- 41-0740957
- Plan number
- 001
- Location
- Maple Grove, MN
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,110,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,110,255
- Employer contributions
- $772,146
- Participant contributions
- $1,048,494
- Total income / additions
- $6,267,390
- Benefits paid
- $1,200,187
- Administrative expenses
- $60,160
- Total expenses
- $1,260,347
- Net increase / (decrease)
- $5,007,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hays Financial Group LLC | NONE | $52,937 | $0 |
| Minnesota Life Insurance Company | NONE | $1,435 | not reported in the loaded dataset |