2023 Form 5500 filing — United Pacific Forest Products, Inc. 401(K) 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 20241010180419NAL0036639008001) for United Pacific Forest Products, Inc. 401(K) Plan, reported by United Pacific Forest Products, Inc under EIN 68-0222599 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010180419NAL0036639008001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Pacific Forest Products, Inc
- EIN
- 68-0222599
- Plan number
- 001
- Location
- Tigard, OR
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,875,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,875,050
- Employer contributions
- $194,633
- Participant contributions
- $331,715
- Total income / additions
- $1,056,191
- Benefits paid
- $124,346
- Administrative expenses
- $28,811
- Total expenses
- $158,973
- Net increase / (decrease)
- $897,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower | RECORDKEEPER | $17,749 | $0 |
| Northwestern Mutual Investment Svcs | BROKER/ADVISOR | $12,907 | $0 |
| Professional Benefit Services | CONTRACT ADMIN | $2,375 | not reported in the loaded dataset |