Upson Company Profit Sharing 401(K) Plan — Form 5500 plan (Upson Company)
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, Upson Company Profit Sharing 401(K) Plan is a benefit plan reported by Upson Company under EIN 82-0455046 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $4,584,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upson Company
- EIN
- 82-0455046
- Plan number
- 001
- Plan type
- 2
- Location
- Caldwell, ID
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $4,584,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241007095111NAL0025888416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,584,210
- Total liabilities (EOY)
- $16,169
- Net assets (EOY)
- $4,568,041
- Net assets (BOY)
- $3,513,697
Income & contributions
- Employer contributions
- $303,781
- Participant contributions
- $250,516
- Total contributions
- $554,297
- Total income / additions
- $1,303,953
Expenses & distributions
- Benefits paid
- $217,278
- Administrative expenses
- $29,959
- Total expenses
- $249,609
- Net increase / (decrease)
- $1,054,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clear Creek Financial Management | SERVICE PROVIDER | $0 | $19,095 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $1,821 | 2023 |