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FARMERS UPTOWN 401(K) PLAN 401k Plan overview

Plan NameFARMERS UPTOWN 401(K) PLAN
Plan identification number 001

FARMERS UPTOWN 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Multiple company records found for EIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS UPTOWN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH D CROSS2024-08-14 JOSEPH D CROSS2024-08-14
0012022-01-01JOSEPH CROSS2023-09-30 JOSEPH CROSS2023-09-30
0012021-01-01JOSEPH CROSS2022-10-11 JOSEPH CROSS2022-10-11
0012021-01-01JOSEPH CROSS2022-10-11 JOSEPH CROSS2022-10-11
0012021-01-01JOSEPH CROSS2023-09-11 JOSEPH CROSS2023-09-11

Plan Statistics for FARMERS UPTOWN 401(K) PLAN

401k plan membership statisitcs for FARMERS UPTOWN 401(K) PLAN

Measure Date Value
2025: FARMERS UPTOWN 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-1828
Total number of particpants at end of year2025-04-1831
Number of Participants With Account Balances2025-04-1823
2024: FARMERS UPTOWN 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-1433
Total number of particpants at end of year2024-08-1427
Number of Participants With Account Balances2024-08-1421
2023: FARMERS UPTOWN 401(K) PLAN 2023 401k membership
Total number of particpants at beginning of year2023-09-1142
Total number of particpants at end of year2023-09-1132
Number of Participants With Account Balances2023-09-1129

Financial Data on FARMERS UPTOWN 401(K) PLAN

Measure Date Value
2025 : FARMERS UPTOWN 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-180
Total liabilities as of the end of the plan year2025-04-18898
Total liabilities as of the beginning of the plan year2025-04-1897
Total expenses incurred by plan in this plan year2025-04-1883704
Net assets as of the end of the plan year2025-04-189001686
Total assets as of the beginning of the plan year2025-04-188058643
Value of plan covered by a fidelity bond2025-04-18200000
Participant contributions to plan in this plan year2025-04-1843650
Other expenses paid from plan in this plan year2025-04-180
Other contributions to plan in this plan year2025-04-180
Other income to plan in this plan year2025-04-18964098
Plan net income in this plan year2025-04-18942242
Net assets as of the end of the plan year2025-04-189000788
Net assets as of the beginning of the plan year2025-04-188058546
Employer contributions to plan in this plan year2025-04-1818198
Fees paid to broker by Benefit Provider2025-04-184443
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1834098
2024 : FARMERS UPTOWN 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-140
Total liabilities as of the end of the plan year2024-08-1497
Total liabilities as of the beginning of the plan year2024-08-1488
Total expenses incurred by plan in this plan year2024-08-141326185
Net assets as of the end of the plan year2024-08-148058643
Total assets as of the beginning of the plan year2024-08-148057786
Value of plan covered by a fidelity bond2024-08-14200000
Participant contributions to plan in this plan year2024-08-1443215
Other expenses paid from plan in this plan year2024-08-140
Other contributions to plan in this plan year2024-08-143917
Other income to plan in this plan year2024-08-141259014
Plan net income in this plan year2024-08-14848
Net assets as of the end of the plan year2024-08-148058546
Net assets as of the beginning of the plan year2024-08-148057698
Employer contributions to plan in this plan year2024-08-1420887
Fees paid to broker by Benefit Provider2024-08-143921
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1431237
2023 : FARMERS UPTOWN 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-09-110
Total liabilities as of the end of the plan year2023-09-110
Total liabilities as of the beginning of the plan year2023-09-118128
Total expenses incurred by plan in this plan year2023-09-11175297
Net assets as of the end of the plan year2023-09-1110454383
Total assets as of the beginning of the plan year2023-09-118942990
Value of plan covered by a fidelity bond2023-09-11500000
Participant contributions to plan in this plan year2023-09-11185419
Other expenses paid from plan in this plan year2023-09-110
Other contributions to plan in this plan year2023-09-110
Other income to plan in this plan year2023-09-111437011
Plan net income in this plan year2023-09-111519521
Net assets as of the end of the plan year2023-09-1110454383
Net assets as of the beginning of the plan year2023-09-118934862
Employer contributions to plan in this plan year2023-09-1172388
Fees paid to broker by Benefit Provider2023-09-115203
Expensese paid to adminstrative service provicers from plan in this plan year2023-09-1139000

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