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Plan Name | ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ULRICH CONSULTING GROUP, LLC |
Employer identification number (EIN): | 453972125 |
NAIC Classification: | 541600 |
Additional information about ULRICH CONSULTING GROUP, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2017-09-18 |
Company Identification Number: | 0802816677 |
Legal Registered Office Address: |
711 BROADWAY ST STE 355 SAN ANTONIO United States of America (USA) 78215 |
More information about ULRICH CONSULTING GROUP, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | JOHN ULRICH | 2024-02-14 | ||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | JOHN ULRICH | |||
001 | 2017-01-01 | JOHN ULRICH | |||
001 | 2016-01-01 | JOHN ULRICH | 2017-09-11 | JOHN ULRICH | 2017-09-11 |
001 | 2015-01-01 | JOHN ULRICH | 2016-09-26 | JOHN ULRICH | 2016-09-26 |
001 | 2014-01-01 | JOHN ULRICH | 2015-10-09 | JOHN ULRICH | 2015-10-09 |
001 | 2013-01-01 | JOHN ULRICH | 2014-10-08 | JOHN ULRICH | 2014-10-08 |
001 | 2012-01-01 | JOHN ULRICH | 2013-08-30 | JOHN ULRICH | 2013-08-30 |
001 | 2011-10-19 | JOHN ULRICH | 2012-10-13 | JOHN ULRICH | 2012-10-13 |
Measure | Date | Value |
---|---|---|
2023: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 27 |
Number of participants with account balances | 2023-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 23 |
Number of participants with account balances | 2022-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 13 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 13 |
Number of participants with account balances | 2019-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 12 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,344,204 |
Expenses. Total of all expenses incurred | 2023-12-31 | $14,716 |
Benefits paid (including direct rollovers) | 2023-12-31 | $14,516 |
Total plan assets at end of year | 2023-12-31 | $3,516,594 |
Total plan assets at beginning of year | 2023-12-31 | $2,187,106 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $244,668 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $721,146 |
Other income received | 2023-12-31 | $343,847 |
Net income (gross income less expenses) | 2023-12-31 | $1,329,488 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,516,594 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,187,106 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $34,543 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $200 |
2022 : ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-118,279 |
Expenses. Total of all expenses incurred | 2022-12-31 | $23,752 |
Benefits paid (including direct rollovers) | 2022-12-31 | $23,347 |
Total plan assets at end of year | 2022-12-31 | $2,187,106 |
Total plan assets at beginning of year | 2022-12-31 | $2,329,137 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $180,747 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $2,288 |
Other income received | 2022-12-31 | $-316,517 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-142,031 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,187,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,329,137 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $15,203 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $405 |
2021 : ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $502,608 |
Expenses. Total of all expenses incurred | 2021-12-31 | $7,407,359 |
Benefits paid (including direct rollovers) | 2021-12-31 | $7,392,134 |
Total plan assets at end of year | 2021-12-31 | $2,329,137 |
Total plan assets at beginning of year | 2021-12-31 | $9,233,888 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $139,117 |
Other income received | 2021-12-31 | $252,566 |
Net income (gross income less expenses) | 2021-12-31 | $-6,904,751 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,329,137 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,233,888 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $110,925 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $15,225 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $812,186 |
Expenses. Total of all expenses incurred | 2020-12-31 | $73,773 |
Benefits paid (including direct rollovers) | 2020-12-31 | $71,890 |
Total plan assets at end of year | 2020-12-31 | $9,233,888 |
Total plan assets at beginning of year | 2020-12-31 | $8,495,475 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $115,540 |
Other income received | 2020-12-31 | $609,646 |
Net income (gross income less expenses) | 2020-12-31 | $738,413 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,233,888 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,495,475 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $87,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,883 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $1,504,764 |
Expenses. Total of all expenses incurred | 2019-12-31 | $106,290 |
Benefits paid (including direct rollovers) | 2019-12-31 | $105,194 |
Total plan assets at end of year | 2019-12-31 | $8,495,475 |
Total plan assets at beginning of year | 2019-12-31 | $7,097,001 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $121,088 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $182,272 |
Other income received | 2019-12-31 | $1,119,215 |
Net income (gross income less expenses) | 2019-12-31 | $1,398,474 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $8,495,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,097,001 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $82,189 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,096 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $6,105,784 |
Expenses. Total of all expenses incurred | 2018-12-31 | $61,100 |
Benefits paid (including direct rollovers) | 2018-12-31 | $44,859 |
Total plan assets at end of year | 2018-12-31 | $7,097,001 |
Total plan assets at beginning of year | 2018-12-31 | $1,052,317 |
Value of fidelity bond covering the plan | 2018-12-31 | $25,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $78,279 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $6,649,513 |
Other income received | 2018-12-31 | $-688,031 |
Net income (gross income less expenses) | 2018-12-31 | $6,044,684 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $7,097,001 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,052,317 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $66,023 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $16,241 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $514,814 |
Expenses. Total of all expenses incurred | 2017-12-31 | $76,308 |
Benefits paid (including direct rollovers) | 2017-12-31 | $75,136 |
Total plan assets at end of year | 2017-12-31 | $1,052,317 |
Total plan assets at beginning of year | 2017-12-31 | $613,811 |
Value of fidelity bond covering the plan | 2017-12-31 | $7,392,222 |
Total contributions received or receivable from participants | 2017-12-31 | $61,799 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $318,144 |
Other income received | 2017-12-31 | $134,154 |
Net income (gross income less expenses) | 2017-12-31 | $438,506 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,052,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $613,811 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $717 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,172 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2023: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ULRICH CONSULTING GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |