2023 Form 5500 filing — Upsco Manufacturing & Distribution Company, Inc 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709122843NAL0008695363001) for Upsco Manufacturing & Distribution Company, Inc 401(K) Plan, reported by Upsco Manufacturing & Distribution Company, Inc. under EIN 16-0914607 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$155.1KReported net assets$155,086
Participants147
Provider compensation$22.5K2 Schedule C row(s)$22,487
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240709122843NAL0008695363001
Plan sponsor
Upsco Manufacturing & Distribution Company, Inc.
EIN
16-0914607
Plan number
001
Location
Moravia, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$155.1K total assets
Net assets$155.1KLiabilities$0
Money in vs. money out
Total income / additions$762.3K
Total expenses$8.1M
Benefits paid / distributions$8.1M
Contributions
Employer$65.9K
Participant$109.2K
Full reported line items
Total assets (EOY)
$155,086
Total liabilities (EOY)
$0
Net assets (EOY)
$155,086
Employer contributions
$65,884
Participant contributions
$109,187
Total income / additions
$762,332
Benefits paid
$8,126,098
Administrative expenses
$23,735
Total expenses
$8,149,833
Net increase / (decrease)
-$7,387,501
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $16.8K · Indirect $0
  2. 2
    ADVISOR · Direct $5.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240709122843NAL0008695363001 cover?
It is the 2023 Form 5500 filing for Upsco Manufacturing & Distribution Company, Inc 401(K) Plan, reported by Upsco Manufacturing & Distribution Company, Inc. (EIN 16-0914607).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages