United Pacific Forest Products, Inc. 401(K) Plan — Form 5500 plan (United Pacific Forest Products, 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, United Pacific Forest Products, Inc. 401(K) Plan is a benefit plan reported by United Pacific Forest Products, Inc under EIN 68-0222599 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $3,875,050 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Pacific Forest Products, Inc
EIN
68-0222599
Plan number
001
Plan type
2
Location
Tigard, OR
Latest filing year
2023
Participants
144
End-of-year plan assets
$3,875,050

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241010180419NAL0036639008001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,875,050
Total liabilities (EOY)
$0
Net assets (EOY)
$3,875,050
Net assets (BOY)
$2,977,832

Income & contributions

Employer contributions
$194,633
Participant contributions
$331,715
Total contributions
$575,055
Total income / additions
$1,056,191

Expenses & distributions

Benefits paid
$124,346
Administrative expenses
$28,811
Total expenses
$158,973
Net increase / (decrease)
$897,218

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EmpowerRECORDKEEPER$17,749$02023
Northwestern Mutual Investment SvcsBROKER/ADVISOR$12,907$02023
Professional Benefit ServicesCONTRACT ADMIN$2,375not reported in the loaded dataset2023

Related Form 5500 pages