Ulland Brothers, Inc. 2012 Amended And Restated Employee Stock Ownership Plan — Form 5500 plan (Ulland Brothers, 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, Ulland Brothers, Inc. 2012 Amended And Restated Employee Stock Ownership Plan is a benefit plan reported by Ulland Brothers, Inc. under EIN 41-0741712 and plan number 002. The latest loaded filing year is 2023. The filing reports 82 participants and $91,396,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ulland Brothers, Inc.
- EIN
- 41-0741712
- Plan number
- 002
- Plan type
- 2
- Location
- Cloquet, MN
- Latest filing year
- 2023
- Participants
- 82
- End-of-year plan assets
- $91,396,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20240523093949NAL0008033472001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $91,396,420
- Total liabilities (EOY)
- $4,695,694
- Net assets (EOY)
- $86,700,726
- Net assets (BOY)
- $70,732,830
Income & contributions
- Employer contributions
- $1,333,636
- Total income / additions
- $18,832,413
Expenses & distributions
- Benefits paid
- $2,685,868
- Administrative expenses
- $50,683
- Total expenses
- $2,864,517
- Net increase / (decrease)
- $15,967,896
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.