UPTON & HATFIELD, LLP PROFIT SHARING PLAN

[ EIN: 02-0218790 | Plan No. 001 ]

According to Department of Labor Form 5500 data, UPTON & HATFIELD, LLP sponsors UPTON & HATFIELD, LLP PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 54 participants and total assets of $12,608,823 for the plan year 2023.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: UPTON & HATFIELD, LLP

Location: 10 CENTRE STREET, CONCORD, NH 03301

EIN: 020218790

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 54

Total Assets: $12,608,823

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