Original filing (PDF)20231113134842NAL0007530178001

ULTIMA I, INC.

Name: ULTIMA I, INC. — ULTIMA I, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ULTIMA I, INC.

Form 5500-SF

FILING_RECEIVED

ULTIMA I, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ULTIMA I, INC..

Plan sponsor

Name

ULTIMA I, INC.

EIN

87-0775896

Address

PO BOX 762 · NICASIO, CA · 94946

Phone

(415) 606-2193

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2023-11-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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