Bullen Ultrasonics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bullen Ultrasonics, 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, Bullen Ultrasonics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bullen Ultrasonics, Inc. under EIN 31-0804159 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $12,334,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bullen Ultrasonics, Inc.
EIN
31-0804159
Plan number
001
Plan type
2
Location
Eaton, OH
Latest filing year
2023
Participants
169
End-of-year plan assets
$12,334,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241004115001NAL0022609426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,334,925
Total liabilities (EOY)
$0
Net assets (EOY)
$12,334,925
Net assets (BOY)
$10,688,274

Income & contributions

Employer contributions
$314,153
Participant contributions
$711,208
Total contributions
$1,036,209
Total income / additions
$2,934,154

Expenses & distributions

Benefits paid
$1,243,348
Administrative expenses
$44,155
Total expenses
$1,287,503
Net increase / (decrease)
$1,646,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors IncADVISOR$28,056not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,666$02023

Related Form 5500 pages