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, Upchurch Companies Retirement, LLC 401(K) Plan is a benefit plan reported by Upchurch Companies Retirement, LLC under EIN 85-0974239 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $13,539,928 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,539,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,539,928
- Net assets (BOY)
- $11,574,789
Income & contributions
- Employer contributions
- $323,653
- Participant contributions
- $1,335,271
- Total contributions
- $1,658,924
- Total income / additions
- $3,890,880
Expenses & distributions
- Benefits paid
- $1,763,578
- Administrative expenses
- $158,723
- Total expenses
- $1,925,741
- Net increase / (decrease)
- $1,965,139