Ultimate Technology Corporation Retirement Savings Plan — Form 5500 plan (Ultimate Technology Corporation)

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, Ultimate Technology Corporation Retirement Savings Plan is a benefit plan reported by Ultimate Technology Corporation under EIN 16-1320768 and plan number 001. The latest loaded filing year is 2023. The filing reports 47 participants and $10,950,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ultimate Technology Corporation
EIN
16-1320768
Plan number
001
Plan type
2
Location
Victor, NY
Latest filing year
2023
Participants
47
End-of-year plan assets
$10,950,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347I20240702095109NAL0005402353001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$10,950,500
Total liabilities (EOY)
$0
Net assets (EOY)
$10,950,500
Net assets (BOY)
$8,232,139

Income & contributions

Employer contributions
$85,662
Participant contributions
$366,725
Total income / additions
$2,815,537

Expenses & distributions

Benefits paid
$18,796
Administrative expenses
$78,380
Total expenses
$97,176
Net increase / (decrease)
$2,718,361

Service provider compensation (Schedule C)

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

Related Form 5500 pages