Plan5500

Ultrafab, Inc. Employees' Retirement Plan — Form 5500 plan (Ultrafab, 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, Ultrafab, Inc. Employees' Retirement Plan is a benefit plan reported by Ultrafab, Inc. under EIN 16-0984733 and plan number 002. The latest loaded filing year is 2023. The filing reports 360 participants and $21,932,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ultrafab, Inc.
EIN
16-0984733
Plan number
002
Plan type
2
Location
Farmington, NY
Latest filing year
2023
Participants
360
End-of-year plan assets
$21,932,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20240716122046NAL0002538081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,932,998
Total liabilities (EOY)
$0
Net assets (EOY)
$21,932,998
Net assets (BOY)
$18,973,118

Income & contributions

Employer contributions
$429,157
Participant contributions
$1,089,018
Total contributions
$1,518,175
Total income / additions
$4,985,908

Expenses & distributions

Benefits paid
$1,951,606
Administrative expenses
$74,422
Total expenses
$2,026,028
Net increase / (decrease)
$2,959,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Canandaigua National Bank And TrustNONE$74,422$02023

Related Form 5500 pages