401k Plan data: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. plan

SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 401k Plan overview

Plan Name	SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC.
Plan identification number	001

SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UPFIELD SOURCING US, INC. has sponsored the creation of one or more 401k plans.

Company Name: UPFIELD SOURCING US, INC.

Employer identification number (EIN): 473857151

NAIC Classification: 311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BROOKE GIBSON 2023-09-28
001 2021-01-01 BROOKE GIBSON 2022-12-20
001 2020-01-01 BROOKE GIBSON 2021-10-12
001 2020-01-01 BROOKE GIBSON 2022-12-20
001 2019-01-01 BROOKE GIBSON 2020-10-14
001 2018-07-02 BROOKE GIBSON 2019-10-14
001 2018-07-02 BROOKE GIBSON 2020-10-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	BROOKE GIBSON	2023-09-28
001	2021-01-01	BROOKE GIBSON	2022-12-20
001	2020-01-01	BROOKE GIBSON	2021-10-12
001	2020-01-01	BROOKE GIBSON	2022-12-20
001	2019-01-01	BROOKE GIBSON	2020-10-14
001	2018-07-02	BROOKE GIBSON	2019-10-14
001	2018-07-02	BROOKE GIBSON	2020-10-26

Plan Statistics for SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC.

401k plan membership statisitcs for SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC.

Measure Date Value
2022: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 350
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 308
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 326
Number of participants with account balances 2022-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 335
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 350
Number of participants with account balances 2021-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 264
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 281
Number of participants with account balances 2020-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 240
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 243
Number of participants with account balances 2019-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2018 401k membership
Total participants, beginning-of-year 2018-07-02 215
Total number of active participants reported on line 7a of the Form 5500 2018-07-02 216
Number of retired or separated participants receiving benefits 2018-07-02 0
Number of other retired or separated participants entitled to future benefits 2018-07-02 5
Total of all active and inactive participants 2018-07-02 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-02 0
Total participants 2018-07-02 221
Number of participants with account balances 2018-07-02 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-02 3

Measure	Date	Value
2022: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	350
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	308
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	326
Number of participants with account balances	2022-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	335
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	350
Number of participants with account balances	2021-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	264
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	281
Number of participants with account balances	2020-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	240
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	243
Number of participants with account balances	2019-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2018 401k membership
Total participants, beginning-of-year	2018-07-02	215
Total number of active participants reported on line 7a of the Form 5500	2018-07-02	216
Number of retired or separated participants receiving benefits	2018-07-02	0
Number of other retired or separated participants entitled to future benefits	2018-07-02	5
Total of all active and inactive participants	2018-07-02	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-02	0
Total participants	2018-07-02	221
Number of participants with account balances	2018-07-02	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-02	3

Financial Data on SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC.

Measure	Date	Value
2022 : SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$571,841
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$596,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$546,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,668,048
Value of total assets at end of year	2022-12-31	$6,248,032
Value of total assets at beginning of year	2022-12-31	$6,272,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$49,600
Total interest from all sources	2022-12-31	$18,597
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$146,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$146,103
Administrative expenses professional fees incurred	2022-12-31	$49,600
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$767,069
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$798,107
Participant contributions at end of year	2022-12-31	$525,542
Participant contributions at beginning of year	2022-12-31	$463,551
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$48,415
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$121,909
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$121,907
Other income not declared elsewhere	2022-12-31	$-71,548
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-24,344
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,248,032
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,272,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,416,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,457,678
Interest on participant loans	2022-12-31	$17,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$183,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$87,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$87,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,189,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$869,941
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$50,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$546,585
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$43,100
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN	2022-12-31	510232399
2021 : SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,742
Total income from all sources (including contributions)	2021-12-31	$2,132,748
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$562,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$522,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,484,321
Value of total assets at end of year	2021-12-31	$6,272,376
Value of total assets at beginning of year	2021-12-31	$4,708,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,682
Total interest from all sources	2021-12-31	$17,274
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$686,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$686,684
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$767,069
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$739,038
Participant contributions at end of year	2021-12-31	$463,551
Participant contributions at beginning of year	2021-12-31	$428,796
Participant contributions at end of year	2021-12-31	$48,415
Participant contributions at beginning of year	2021-12-31	$9,057
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$121,907
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$43,126
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$6,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$5,742
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$28,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,570,012
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,272,376
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,702,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,457,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,023,900
Interest on participant loans	2021-12-31	$14,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$87,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$83,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$83,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-55,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$738,498
Employer contributions (assets) at end of year	2021-12-31	$50,229
Employer contributions (assets) at beginning of year	2021-12-31	$9,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$522,054
Contract administrator fees	2021-12-31	$40,682
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$43,100
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$80,663
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BELFINT, LYONS & SHUMAN, P.A.
Accountancy firm EIN	2021-12-31	510232399
2020 : SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,282,292
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$361,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$331,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,633,737
Value of total assets at end of year	2020-12-31	$4,708,106
Value of total assets at beginning of year	2020-12-31	$2,781,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$29,409
Total interest from all sources	2020-12-31	$12,514
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$107,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$107,651
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$767,069
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$783,060
Participant contributions at end of year	2020-12-31	$428,796
Participant contributions at beginning of year	2020-12-31	$192,633
Participant contributions at end of year	2020-12-31	$9,057
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$43,126
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$574
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$46,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$5,742
Total non interest bearing cash at end of year	2020-12-31	$28,776
Total non interest bearing cash at beginning of year	2020-12-31	$36,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,921,199
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,702,364
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,781,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,023,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,451,851
Interest on participant loans	2020-12-31	$11,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$83,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$31,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$31,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$995
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$528,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$803,996
Employer contributions (assets) at end of year	2020-12-31	$9,893
Employer contributions (assets) at beginning of year	2020-12-31	$53,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$331,684
Contract administrator fees	2020-12-31	$29,409
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$80,663
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$14,783
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WITHUM SMITH+BROWN, P.C.
Accountancy firm EIN	2020-12-31	222027092
2019 : SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,881,156
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$192,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$172,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,555,997
Value of total assets at end of year	2019-12-31	$2,781,165
Value of total assets at beginning of year	2019-12-31	$1,092,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,357
Total interest from all sources	2019-12-31	$6,525
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$53,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$53,646
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$767,069
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$780,279
Participant contributions at end of year	2019-12-31	$192,633
Participant contributions at beginning of year	2019-12-31	$95,479
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$5,857
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$574
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$4,335
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$84,735
Total non interest bearing cash at end of year	2019-12-31	$36,027
Total non interest bearing cash at beginning of year	2019-12-31	$28,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,688,815
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,781,165
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,092,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,451,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$879,546
Interest on participant loans	2019-12-31	$6,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$31,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$91
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$264,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$690,983
Employer contributions (assets) at end of year	2019-12-31	$53,963
Employer contributions (assets) at beginning of year	2019-12-31	$75,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$172,984
Contract administrator fees	2019-12-31	$19,357
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$14,783
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	WITHUM SMITH+BROWN, P.C.
Accountancy firm EIN	2019-12-31	222027092
2018 : SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,018,708
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$7,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,083,465
Value of total assets at end of year	2018-12-31	$1,011,246
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,025
Total interest from all sources	2018-12-31	$308
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$22,489
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$343,917
Participant contributions at end of year	2018-12-31	$95,479
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$5,857
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$4,335
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$462,748
Total non interest bearing cash at end of year	2018-12-31	$28,081
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,011,246
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,011,246
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$879,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-65,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$276,800
Employer contributions (assets) at end of year	2018-12-31	$75,247
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,437
Contract administrator fees	2018-12-31	$2,025
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	WITHUM SMITH+BROWN, P.C.
Accountancy firm EIN	2018-12-31	222027092

Form 5500 Responses for SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC.

2022: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAVINGS PLAN FOR THE UNION EMPLOYEES OF UPFIELD SOURCING US, INC. 2018 form 5500 responses
2018-07-02	Type of plan entity	Single employer plan
2018-07-02	First time form 5500 has been submitted	Yes
2018-07-02	Submission has been amended	No
2018-07-02	This submission is the final filing	No
2018-07-02	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-07-02	Plan is a collectively bargained plan	No
2018-07-02	Plan funding arrangement – Trust	Yes
2018-07-02	Plan benefit arrangement - Trust	Yes

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Company Name:	UPFIELD SOURCING US, INC.
Employer identification number (EIN):	473857151
NAIC Classification:	311900
NAIC Description:	Other Food Manufacturing