Urell, Inc. 401(K) Plan — Form 5500 plan (Urell, Inc.)

Plain-English plan 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, Urell, Inc. 401(K) Plan is a benefit plan reported by Urell, Inc. under EIN 04-2284397 and plan number 001. The latest loaded filing year is 2023. The filing reports 84 participants and $17,178,712 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Urell, Inc.
EIN
04-2284397
Plan number
001
Plan type
2
Location
Watertown, MA
Latest filing year
2023
Participants
84
End-of-year plan assets
$17,178,712

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202384I20241010164902NAL0034799312001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$17,178,712
Total liabilities (EOY)
$0
Net assets (EOY)
$17,178,712
Net assets (BOY)
$14,556,282

Income & contributions

Employer contributions
$314,139
Participant contributions
$766,270
Total income / additions
$3,454,376

Expenses & distributions

Benefits paid
$823,002
Administrative expenses
$8,944
Total expenses
$831,946
Net increase / (decrease)
$2,622,430

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages