Upstate Tarheels, Inc. 401(K) Plan — Form 5500 plan (Upstate Tarheels, 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, Upstate Tarheels, Inc. 401(K) Plan is a benefit plan reported by Upstate Tarheels, Inc. under EIN 26-4644216 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $1,105,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upstate Tarheels, Inc.
- EIN
- 26-4644216
- Plan number
- 001
- Plan type
- 2
- Location
- Anderson, SC
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $1,105,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240912164218NAL0005334035001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,105,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,105,975
- Net assets (BOY)
- $922,236
Income & contributions
- Employer contributions
- $29,804
- Participant contributions
- $83,155
- Total income / additions
- $228,888
Expenses & distributions
- Benefits paid
- $44,504
- Administrative expenses
- $645
- Total expenses
- $45,149
- Net increase / (decrease)
- $183,739
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.