Uli Service LLC 401(K) Savings Plan — Form 5500 plan (Uli Service LLC)
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, Uli Service LLC 401(K) Savings Plan is a benefit plan reported by Uli Service LLC under EIN 20-1116134 and plan number 002. The latest loaded filing year is 2023. The filing reports 170 participants and $4,571,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uli Service LLC
- EIN
- 20-1116134
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $4,571,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20241009095525NAL0009086035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,571,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,571,232
- Net assets (BOY)
- $3,577,217
Income & contributions
- Employer contributions
- $129,578
- Participant contributions
- $439,631
- Total contributions
- $752,461
- Total income / additions
- $1,293,323
Expenses & distributions
- Benefits paid
- $267,277
- Administrative expenses
- $32,031
- Total expenses
- $299,308
- Net increase / (decrease)
- $994,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,146 | $0 | 2023 |
| Baker Tilly | AUDITOR | $10,151 | $0 | 2023 |