401k Plan data: UPPER PENINSULA FAMILY SOLUTIONS 401(K) P/S PLAN plan

UPPER PENINSULA FAMILY SOLUTIONS 401(K) P/S PLAN 401k Plan overview

Plan Name	UPPER PENINSULA FAMILY SOLUTIONS 401(K) P/S PLAN
Plan identification number	001

UPPER PENINSULA FAMILY SOLUTIONS 401(K) P/S PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UPPER PENINSULA FAMILY SOLUTIONS, INC has sponsored the creation of one or more 401k plans.

Company Name: UPPER PENINSULA FAMILY SOLUTIONS, INC

Employer identification number (EIN): 270539619

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER PENINSULA FAMILY SOLUTIONS 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 MEGAN POPE 2024-04-22 MEGAN POPE 2024-04-22
001 2021-10-01 MEGAN POPE 2022-11-03
001 2020-10-01 MEGAN POPE 2021-12-03
001 2019-10-01 MEGAN POPE 2020-11-10
001 2018-10-01 VALERIE POUTANEN 2019-11-07
001 2017-10-01 MEGAN POPE 2018-11-12
001 2016-10-01 MEGAN POPE 2017-11-01
001 2015-10-01 VALERIE POUTANEN 2016-12-07
001 2014-10-01 VALERIE POUTANEN 2016-01-07
001 2013-10-01 VALERIE POUTANEN 2014-11-06
001 2012-10-01 VALERIE POUTANEN 2013-10-25
001 2011-10-01 VALERIE POUTANEN 2012-11-07
001 2010-10-01 VALERIE POUTANEN 2012-01-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	MEGAN POPE	2024-04-22	MEGAN POPE	2024-04-22
001	2021-10-01	MEGAN POPE	2022-11-03
001	2020-10-01	MEGAN POPE	2021-12-03
001	2019-10-01	MEGAN POPE	2020-11-10
001	2018-10-01	VALERIE POUTANEN	2019-11-07
001	2017-10-01	MEGAN POPE	2018-11-12
001	2016-10-01	MEGAN POPE	2017-11-01
001	2015-10-01	VALERIE POUTANEN	2016-12-07
001	2014-10-01	VALERIE POUTANEN	2016-01-07
001	2013-10-01	VALERIE POUTANEN	2014-11-06
001	2012-10-01	VALERIE POUTANEN	2013-10-25
001	2011-10-01	VALERIE POUTANEN	2012-11-07
001	2010-10-01	VALERIE POUTANEN	2012-01-19

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Company Name:	UPPER PENINSULA FAMILY SOLUTIONS, INC
Employer identification number (EIN):	270539619
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services