Ur Peak Potential, Inc. Retirement Plan — Form 5500 plan (Ur Peak Potential, 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, Ur Peak Potential, Inc. Retirement Plan is a benefit plan reported by Ur Peak Potential, Inc. under EIN 87-1668590 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $193,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ur Peak Potential, Inc.
- EIN
- 87-1668590
- Plan number
- 001
- Plan type
- 2
- Location
- Hendersonville, TN
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $193,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241015150148NAL0048535376001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $193,402
- Net assets (EOY)
- $193,402
- Net assets (BOY)
- $282,064
Income & contributions
- Total income / additions
- -$88,662
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$88,662
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.