Ultra Electronics Inc. 401(K) Plan — Form 5500 plan (Ultra Electronics 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, Ultra Electronics Inc. 401(K) Plan is a benefit plan reported by Ultra Electronics Inc. under EIN 06-1506005 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,769 participants and $286,379,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultra Electronics Inc.
- EIN
- 06-1506005
- Plan number
- 001
- Plan type
- 2
- Location
- Braintree, MA
- Latest filing year
- 2023
- Participants
- 2,769
- End-of-year plan assets
- $286,379,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,769 | H, C | 20240911071555NAL0003507731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $286,379,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $286,379,155
- Net assets (BOY)
- $274,880,577
Income & contributions
- Employer contributions
- $6,968,218
- Participant contributions
- $16,850,139
- Total contributions
- $25,619,524
- Total income / additions
- $75,537,697
Expenses & distributions
- Benefits paid
- $37,958,076
- Administrative expenses
- $522,617
- Total expenses
- $38,505,231
- Net increase / (decrease)
- $37,032,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $354,755 | $0 | 2023 |
| Merrill Lynch | CONSULTANT | $82,753 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $56,228 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $28,975 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ultra Electronics Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Braintree, MA
- Fidelity Investments Institutional — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation