Updike Distribution Logistics, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Updike Distribution Logistics, LLC)

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, Updike Distribution Logistics, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Updike Distribution Logistics, LLC under EIN 26-2955885 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $4,800,017 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Updike Distribution Logistics, LLC
EIN
26-2955885
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
361
End-of-year plan assets
$4,800,017

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20250106160013NAL0008232977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,800,017
Total liabilities (EOY)
$0
Net assets (EOY)
$4,800,017
Net assets (BOY)
$3,474,752

Income & contributions

Employer contributions
$146,372
Participant contributions
$757,060
Total contributions
$1,369,426
Total income / additions
$2,009,649

Expenses & distributions

Benefits paid
$633,812
Administrative expenses
$38,041
Total expenses
$684,384
Net increase / (decrease)
$1,325,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$28,955$02023
Wells Fargo Advisors Fin Network LlINVESTMENT ADVISOR$9,086not reported in the loaded dataset2023

Related Form 5500 pages