Plan5500

Paychex Pooled Employer 401(K) Plan - 529765 — Form 5500 plan (Upland Community Housing Inc)

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, Paychex Pooled Employer 401(K) Plan - 529765 is a benefit plan reported by Upland Community Housing Inc under EIN 33-0666116 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upland Community Housing Inc
EIN
33-0666116
Plan number
001
Plan type
2
Location
Upland, CA
Latest filing year
2023
Participants
4
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234H, C20251219130442NAL0010136176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$4,451

Income & contributions

Employer contributions
$0
Participant contributions
$794
Total contributions
$794
Total income / additions
$983

Expenses & distributions

Benefits paid
$729
Administrative expenses
$123
Total expenses
$852
Net increase / (decrease)
$131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.INVEMSTMENT ADVISORY (PAR$99$02023
Cape Investment Advisory IncINVEMSTMENT ADVISORY (PAR$24$02023

Related Form 5500 pages