2023 Form 5500 filing — Utz Quality Foods, LLC Profit Sharing/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 20241014103404NAL0013142387001) for Utz Quality Foods, LLC Profit Sharing/401(K) Plan, reported by Utz Quality Foods, LLC under EIN 23-1292435 and plan number 002. It reports 5,562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103404NAL0013142387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utz Quality Foods, LLC
- EIN
- 23-1292435
- Plan number
- 002
- Location
- Hanover, PA
- Participants
- 5,562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $260,066,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,066,538
- Employer contributions
- $7,344,116
- Participant contributions
- $13,731,940
- Total income / additions
- $64,238,442
- Benefits paid
- $28,929,220
- Administrative expenses
- $460,828
- Total expenses
- $29,429,119
- Net increase / (decrease)
- $34,809,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $282,308 | $0 |
| Sageworth Trust Company | CONSULTANT | $99,549 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $70,770 | not reported in the loaded dataset |