The Uttermost Company Profit Sharing Plan — Form 5500 plan (Uttermost Company)
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, The Uttermost Company Profit Sharing Plan is a benefit plan reported by Uttermost Company under EIN 54-1023188 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $13,214,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uttermost Company
- EIN
- 54-1023188
- Plan number
- 001
- Plan type
- 2
- Location
- Rocky Mount, VA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $13,214,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240913134102NAL0016340272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,214,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,214,443
- Net assets (BOY)
- $10,974,781
Income & contributions
- Employer contributions
- $352,729
- Participant contributions
- $745,604
- Total contributions
- $1,098,333
- Total income / additions
- $3,275,957
Expenses & distributions
- Benefits paid
- $1,015,447
- Administrative expenses
- $6,891
- Total expenses
- $1,036,295
- Net increase / (decrease)
- $2,239,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,070 | $0 | 2023 |