Up North Design Retirement Plan — Form 5500 plan (Up North Design, 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, Up North Design Retirement Plan is a benefit plan reported by Up North Design, Inc under EIN 83-1681525 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $140,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Up North Design, Inc
- EIN
- 83-1681525
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsburg, MI
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $140,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240516133617NAL0069299714001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $140,327
- Net assets (EOY)
- $140,327
- Net assets (BOY)
- $77,537
Income & contributions
- Employer contributions
- $4,256
- Participant contributions
- $4,256
- Total income / additions
- $62,790
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $62,790
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.