Ulliman Schutte Construction, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Ulliman Schutte Construction, 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, Ulliman Schutte Construction, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Ulliman Schutte Construction, LLC under EIN 31-1582279 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $53,564,835 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ulliman Schutte Construction, LLC
- EIN
- 31-1582279
- Plan number
- 001
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $53,564,835
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20241015101408NAL0014381347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,564,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,564,835
- Net assets (BOY)
- $47,279,096
Income & contributions
- Employer contributions
- $2,730,965
- Participant contributions
- $1,771,502
- Total contributions
- $4,969,277
- Total income / additions
- $11,962,254
Expenses & distributions
- Benefits paid
- $5,517,507
- Administrative expenses
- $159,008
- Total expenses
- $5,676,515
- Net increase / (decrease)
- $6,285,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $89,813 | not reported in the loaded dataset | 2023 |
| Mariner Wealth Advisors, LLC | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | NONE | $30,898 | $0 | 2023 |
| Clark Schaefer Hackett | NONE | $14,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ulliman Schutte Construction, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Miamisburg, OH
- Empower Advisory Group, LLC — Schedule C compensation
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Clark Schaefer Hackett — Schedule C compensation