Sugar Creek Packing Co. 401(K) Plan And Trust — Form 5500 plan (Sugar Creek Packing Co.)
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, Sugar Creek Packing Co. 401(K) Plan And Trust is a benefit plan reported by Sugar Creek Packing Co. under EIN 31-1225301 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,705 participants and $53,478,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sugar Creek Packing Co.
- EIN
- 31-1225301
- Plan number
- 001
- Plan type
- 2
- Location
- Washington Court House, OH
- Latest filing year
- 2023
- Participants
- 1,705
- End-of-year plan assets
- $53,478,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,705 | H, C | 20241015143018NAL0014845555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,478,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,478,528
- Net assets (BOY)
- $42,350,348
Income & contributions
- Employer contributions
- $1,624,439
- Participant contributions
- $3,118,958
- Total contributions
- $5,473,751
- Total income / additions
- $13,558,689
Expenses & distributions
- Benefits paid
- $2,313,291
- Administrative expenses
- $117,218
- Total expenses
- $2,430,509
- Net increase / (decrease)
- $11,128,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $55,463 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,088 | not reported in the loaded dataset | 2023 |
| Mcgladrey Llp | AUDITOR | $18,008 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,975 | $0 | 2023 |
| Edward L Etter, George A Biehle, Et | OTHER | $2,684 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sugar Creek Packing Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Washington Court House, OH
- Ubs Financial Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mcgladrey Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Edward L Etter, George A Biehle, Et — Schedule C compensation