Original filing (PDF)20230801092406NAL0023360896001

Koffee KUP Bakery, Inc.

Name: Koffee KUP Bakery, Inc. — Koffee KUP Bakery, Inc., Form 5500 (2022)
Creator: Koffee KUP Bakery, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Koffee KUP Bakery, Inc. 401(k)

401(k) retirement plan · Koffee KUP Bakery, Inc.'s Koffee KUP Bakery, Inc. 401(k) filed a Form 5500 for plan year 2022, with ADP as recordkeeper.

Signals · 1

Late filing · 0.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

James Salsgiver signed Koffee KUP Bakery, Inc.'s 2022 Form 5500 as plan administrator.

James Salsgiver — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Koffee KUP Bakery, Inc.'s EIN is 03-0219187.

EIN 03-0219187

Plan number 003

Plan year 2022

ACK ID 20230801092406NAL0023360896001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Koffee KUP Bakery, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Koffee KUP Bakery, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOFFEE KUP BAKERY, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.5 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KOFFEE KUP BAKERY, INC.

EIN

all filings

Address

59 RATHE ROAD · SUITE 100 · COLCHESTER, VT · 05446

Phone

(802) 430-3658

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-08-31

Filed

2023-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$8K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.