N R Underwood & Sons 401(K) Profit Sharing Plan & Trust — Form 5500 plan (N R Underwood & Sons)
Plain-English plan 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, N R Underwood & Sons 401(K) Profit Sharing Plan & Trust is a benefit plan reported by N R Underwood & Sons under EIN 04-2215268 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $168,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- N R Underwood & Sons
- EIN
- 04-2215268
- Plan number
- 001
- Plan type
- 2
- Location
- Hudson, MA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $168,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240726092845NAL0015219761001 |
| 2023 | 2 | I | 20240916091653NAL0001892096001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $168,136
Income & contributions
- Total income / additions
- $10,837
Expenses & distributions
- Benefits paid
- $178,973
- Total expenses
- $178,973
- Net increase / (decrease)
- -$168,136
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.