2023 Form 5500 filing — Upper Lakes Foods, Inc. Retirement Savings 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 20241014073754NAL0025666449001) for Upper Lakes Foods, Inc. Retirement Savings Plan, reported by Upper Lakes Foods, Inc. under EIN 41-0915145 and plan number 001. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014073754NAL0025666449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upper Lakes Foods, Inc.
- EIN
- 41-0915145
- Plan number
- 001
- Location
- Cloquet, MN
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,636,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,636,009
- Employer contributions
- $633,582
- Participant contributions
- $1,809,648
- Total income / additions
- $6,033,351
- Benefits paid
- $2,361,548
- Administrative expenses
- $57,382
- Total expenses
- $2,473,635
- Net increase / (decrease)
- $3,559,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mhs Advisory Services, LLC | NONE | $47,129 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $10,253 | $0 |