U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (U.P. Engineers & Architects, 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, U.P. Engineers & Architects, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by U.P. Engineers & Architects, Inc. under EIN 38-1604519 and plan number 002. The latest loaded filing year is 2023. The filing reports 82 participants and $8,313,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.P. Engineers & Architects, Inc.
- EIN
- 38-1604519
- Plan number
- 002
- Plan type
- 2
- Location
- Houghton, MI
- Latest filing year
- 2023
- Participants
- 82
- End-of-year plan assets
- $8,313,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20250625085743NAL0004616963001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,313,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,313,382
- Net assets (BOY)
- $7,199,604
Income & contributions
- Employer contributions
- $730,000
- Participant contributions
- $0
- Total income / additions
- $1,447,232
Expenses & distributions
- Benefits paid
- $333,454
- Administrative expenses
- $0
- Total expenses
- $333,454
- Net increase / (decrease)
- $1,113,778
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.