Plan5500

Utz Quality Foods, LLC Profit Sharing/401(K) Plan — Form 5500 plan (Utz Quality Foods, LLC)

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, Utz Quality Foods, LLC Profit Sharing/401(K) Plan is a benefit plan reported by Utz Quality Foods, LLC under EIN 23-1292435 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,562 participants and $260,066,538 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Utz Quality Foods, LLC
EIN
23-1292435
Plan number
002
Plan type
2
Location
Hanover, PA
Latest filing year
2023
Participants
5,562
End-of-year plan assets
$260,066,538

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,562H, C20241014103404NAL0013142387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$260,066,538
Total liabilities (EOY)
$0
Net assets (EOY)
$260,066,538
Net assets (BOY)
$225,257,215

Income & contributions

Employer contributions
$7,344,116
Participant contributions
$13,731,940
Total contributions
$23,238,817
Total income / additions
$64,238,442

Expenses & distributions

Benefits paid
$28,929,220
Administrative expenses
$460,828
Total expenses
$29,429,119
Net increase / (decrease)
$34,809,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$282,308$02023
Sageworth Trust CompanyCONSULTANT$99,549not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$70,770not reported in the loaded dataset2023

Related Form 5500 pages