Ufcw-Cannabis Industry Individual Account Plan

What the Filing Says About Ufcw-Cannabis Industry Individual Account Plan

Ufcw-Cannabis Industry Individual Account Plan is a Money Purchase retirement plan sponsored by The Board of Trustees of the Ufcw- Cannabis Industry Individual Accoun, headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $363K in total end-of-year assets and covers N/A participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 365096695, and the plan has been effective since 2024-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to $363K at year-end. Net assets (after liabilities) closed the year at $363K, with reported net income of $363K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.