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, Upstate Companies 1, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Upstate Companies 1, LLC under EIN 45-5454043 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $7,401,107 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,401,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,401,107
- Net assets (BOY)
- $4,827,538
Income & contributions
- Employer contributions
- $1,382,358
- Participant contributions
- $336,898
- Total contributions
- $1,719,256
- Total income / additions
- $2,821,213
Expenses & distributions
- Benefits paid
- $159,842
- Administrative expenses
- $37,490
- Total expenses
- $247,644
- Net increase / (decrease)
- $2,573,569