How big is Upper Peninsula State Bank's plan?

Upper Peninsula State Bank's plan reported $10.2M in assets and 51 participants for 2024.

Original filing (PDF)20250904131353NAL0016156689001

Upper Peninsula State Bank

Name: Upper Peninsula State Bank — Retirement Plan for the, Form 5500 (2024)
Creator: Upper Peninsula State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Plan for the Upper Peninsula State Bank

Defined-benefit pension plan · Upper Peninsula State Bank's Retirement Plan for the Upper Peninsula State Bank held $10.2M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Scott M. Beaudry signed Upper Peninsula State Bank's 2024 Form 5500 as plan administrator.

Scott M. Beaudry — 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

Upper Peninsula State Bank's EIN is 38-1067360.

EIN 38-1067360

Plan number 001

Plan year 2024

ACK ID 20250904131353NAL0016156689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upper Peninsula State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upper Peninsula State Bank's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER PENINSULA STATE BANK.

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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

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score