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, Ulma Form Works 401(K) Plan is a benefit plan reported by Ulma Form Works, Inc under EIN 22-3617107 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $5,914,664 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,914,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,914,664
- Net assets (BOY)
- $4,796,152
Income & contributions
- Employer contributions
- $228,465
- Participant contributions
- $573,287
- Total contributions
- $801,752
- Total income / additions
- $1,685,695
Expenses & distributions
- Benefits paid
- $543,611
- Administrative expenses
- $22,900
- Total expenses
- $567,183
- Net increase / (decrease)
- $1,118,512