Ultra Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Ultra Manufacturing (Usa) 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 Manufacturing (Usa) Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Ultra Manufacturing (Usa) Inc. under EIN 20-0790265 and plan number 002. The latest loaded filing year is 2023. The filing reports 449 participants and $9,174,184 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.2MPlan net assets, end of year$9,174,184
Participants449Covered participants reported
Assets / participant$20.4KComputed: assets ÷ participants$20,432 (computed)
Provider compensation$85.7K3 Schedule C provider row(s)$85,686
- Plan sponsor
- Ultra Manufacturing (Usa) Inc.
- EIN
- 20-0790265
- Plan number
- 002
- Plan type
- 2
- Location
- Charlestown, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240730161954NAL0021175297001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,174,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,174,184
- Net assets (BOY)
- $8,189,821
Income & contributions
- Employer contributions
- $378,007
- Participant contributions
- $705,080
- Total contributions
- $1,105,440
- Total income / additions
- $2,441,966
Expenses & distributions
- Benefits paid
- $1,387,457
- Administrative expenses
- $68,163
- Total expenses
- $1,457,603
- Net increase / (decrease)
- $984,363
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,163 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $17,523 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ultra Manufacturing (Usa) Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Charlestown, IN
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation