How big is Gary Ulferts Construction's plan?

Gary Ulferts Construction's plan reported $2.3M in assets and 19 participants for 2022.

Original filing (PDF)20231012161801NAL0020804931001

Gary Ulferts Construction

Name: Gary Ulferts Construction — Gary Ulferts Constructio, Form 5500 (2022)
Creator: Gary Ulferts Construction
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gary Ulferts Construction 401(k) Profit Sharing Plan

401(k) retirement plan · Gary Ulferts Construction's Gary Ulferts Construction 401(k) Profit Sharing Plan held $2.3M in plan assets for 19 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Gary Ulferts Construction's EIN is 57-1214061.

EIN 57-1214061

Plan number 001

Plan year 2022

ACK ID 20231012161801NAL0020804931001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Gary Ulferts Construction from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Gary Ulferts Construction's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

GARY ULFERTS CONSTRUCTION

EIN

all filings

Address

17825 MONTEREY STREET · MORGAN HILL, CA · 95037

Phone

(408) 314-1618

Industry

Construction

Plan administrator