2023 Form 5500 filing — Paychex Pooled Employer 401(K) Plan - 529765
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 20251219130442NAL0010136176001) for Paychex Pooled Employer 401(K) Plan - 529765, reported by Upland Community Housing Inc under EIN 33-0666116 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251219130442NAL0010136176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upland Community Housing Inc
- EIN
- 33-0666116
- Plan number
- 001
- Location
- Upland, CA
- Participants
- 4
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $794
- Total income / additions
- $983
- Benefits paid
- $729
- Administrative expenses
- $123
- Total expenses
- $852
- Net increase / (decrease)
- $131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | INVEMSTMENT ADVISORY (PAR | $99 | $0 |
| Cape Investment Advisory Inc | INVEMSTMENT ADVISORY (PAR | $24 | $0 |