Uct Retirement Savings Plan — Form 5500 plan (Ultra Clean Technology Systems And Service, 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, Uct Retirement Savings Plan is a benefit plan reported by Ultra Clean Technology Systems And Service, Inc. under EIN 94-3144654 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,825 participants and $126,041,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ultra Clean Technology Systems And Service, Inc.
- EIN
- 94-3144654
- Plan number
- 001
- Plan type
- 2
- Location
- Hayward, CA
- Latest filing year
- 2023
- Participants
- 2,825
- End-of-year plan assets
- $126,041,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,825 | H, C | 20241008161823NAL0017966593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,041,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,041,617
- Net assets (BOY)
- $105,886,739
Income & contributions
- Employer contributions
- $3,331,881
- Participant contributions
- $12,243,911
- Total contributions
- $16,193,617
- Total income / additions
- $36,002,830
Expenses & distributions
- Benefits paid
- $15,526,932
- Administrative expenses
- $304,270
- Total expenses
- $15,847,952
- Net increase / (decrease)
- $20,154,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $189,112 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $85,259 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $29,864 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ultra Clean Technology Systems And Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hayward, CA
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation