Upfield Us Inc Savings Plan — Form 5500 plan (Upfield Us 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, Upfield Us Inc Savings Plan is a benefit plan reported by Upfield Us Inc under EIN 47-3837125 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $22,322,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upfield Us Inc
- EIN
- 47-3837125
- Plan number
- 001
- Plan type
- 2
- Location
- Hackensack, NJ
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $22,322,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20241101085659NAL0004452400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,322,301
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,322,301
- Net assets (BOY)
- $14,975,203
Income & contributions
- Employer contributions
- $2,424,153
- Participant contributions
- $2,652,500
- Total contributions
- $5,333,878
- Total income / additions
- $8,511,140
Expenses & distributions
- Benefits paid
- $1,109,900
- Administrative expenses
- $54,142
- Total expenses
- $1,164,042
- Net increase / (decrease)
- $7,347,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $63,075 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $0 | $7,326 | 2023 |