Ultralife Corporation 401(K) Plan — Form 5500 plan (Ultralife 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, Ultralife Corporation 401(K) Plan is a benefit plan reported by Ultralife Corporation under EIN 16-1387013 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $27,610,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultralife Corporation
- EIN
- 16-1387013
- Plan number
- 001
- Plan type
- 2
- Location
- Newark, NY
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $27,610,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241014102632NAL0053108178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,610,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,610,949
- Net assets (BOY)
- $23,521,256
Income & contributions
- Employer contributions
- $704,144
- Participant contributions
- $1,568,370
- Total contributions
- $2,456,398
- Total income / additions
- $6,265,745
Expenses & distributions
- Benefits paid
- $2,093,810
- Administrative expenses
- $82,242
- Total expenses
- $2,176,052
- Net increase / (decrease)
- $4,089,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $29,978 | $0 | 2023 |