P PlanScore

Stable plan record

ULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN

Sponsored by ULTIMUS FUND SOLUTIONS, LLC · EIN/PN 311663251-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer contributions reported per active participant
2022
$3,120
2023
$3,254
2024
$3,397
Plan-paid administrative expenses per participant
2022
$231
2023
$171
2024
$180
Active participants
2022
787
2023
928
2024
1,025
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202420250804130453NAL00009934570011,025$3,397
202320240729115719NAL0012476803001928$3,254
202220230816092409NAL0000882195001787$3,120
Public filing identifier

The EIN and plan number are public filing identifiers. PlanScore does not expose unrelated personal data.