Ulteig, Inc. Employee Stock Ownership Plan — Form 5500 plan (Ulteig, 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, Ulteig, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ulteig, Inc. under EIN 88-3415518 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,118 participants and $158,672,448 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ulteig, Inc.
EIN
88-3415518
Plan number
003
Plan type
2
Location
Fargo, ND
Latest filing year
2023
Participants
1,118
End-of-year plan assets
$158,672,448

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,118H20241015201300NAL0017166627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$158,672,448
Total liabilities (EOY)
$0
Net assets (EOY)
$158,672,448
Net assets (BOY)
$137,364,473

Income & contributions

Employer contributions
$9,287,890
Total contributions
$9,287,890
Total income / additions
$28,038,506

Expenses & distributions

Benefits paid
$6,730,531
Administrative expenses
$0
Total expenses
$6,730,531
Net increase / (decrease)
$21,307,975

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages