2023 Form 5500 filing — The Uttermost Company Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913134102NAL0016340272001) for The Uttermost Company Profit Sharing Plan, reported by Uttermost Company under EIN 54-1023188 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913134102NAL0016340272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uttermost Company
- EIN
- 54-1023188
- Plan number
- 001
- Location
- Rocky Mount, VA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,214,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,214,443
- Employer contributions
- $352,729
- Participant contributions
- $745,604
- Total income / additions
- $3,275,957
- Benefits paid
- $1,015,447
- Administrative expenses
- $6,891
- Total expenses
- $1,036,295
- Net increase / (decrease)
- $2,239,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,070 | $0 |