Upper Lakes Foods, Inc. Retirement Savings Plan — Form 5500 plan (Upper Lakes Foods, 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, Upper Lakes Foods, Inc. Retirement Savings Plan is a benefit plan reported by Upper Lakes Foods, Inc. under EIN 41-0915145 and plan number 001. The latest loaded filing year is 2023. The filing reports 479 participants and $25,636,009 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upper Lakes Foods, Inc.
EIN
41-0915145
Plan number
001
Plan type
2
Location
Cloquet, MN
Latest filing year
2023
Participants
479
End-of-year plan assets
$25,636,009

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023479H, C20241014073754NAL0025666449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,636,009
Total liabilities (EOY)
$0
Net assets (EOY)
$25,636,009
Net assets (BOY)
$22,076,293

Income & contributions

Employer contributions
$633,582
Participant contributions
$1,809,648
Total contributions
$2,539,371
Total income / additions
$6,033,351

Expenses & distributions

Benefits paid
$2,361,548
Administrative expenses
$57,382
Total expenses
$2,473,635
Net increase / (decrease)
$3,559,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mhs Advisory Services, LLCNONE$47,129not reported in the loaded dataset2023
Minnesota Life Insurance CompanyNONE$10,253$02023

Related Form 5500 pages