Upstate Construction & Development Services LLC 401k — Form 5500 plan (Upstate Construction & Development Services LLC)

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 Construction & Development Services LLC 401k is a benefit plan reported by Upstate Construction & Development Services LLC under EIN 47-3220027 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $645,776 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$645.8KPlan net assets, end of year$645,776
Participants29Covered participants reported
Assets / participant$22.3KComputed: assets ÷ participants$22,268 (computed)
Provider compensationNone reported
Plan sponsor
Upstate Construction & Development Services LLC
EIN
47-3220027
Plan number
001
Plan type
2
Location
Oneida, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329I20240719145445NAL0011423136001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$645.8K total assets
Net assets$645.8KLiabilities
Money in vs. money out
Total income / additions$266.7K
Total expenses$49.8K
Benefits paid / distributions$49K
Contributions
Employer$84.3K
Participant$111.9K
Full reported line items

Net assets

Total assets (EOY)
$645,776
Net assets (EOY)
$645,776
Net assets (BOY)
$428,897

Income & contributions

Employer contributions
$84,269
Participant contributions
$111,908
Total income / additions
$266,690

Expenses & distributions

Benefits paid
$49,007
Administrative expenses
$804
Total expenses
$49,811
Net increase / (decrease)
$216,879
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income18%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages