How many benefit plans does Looking Upwards, Inc. report on Form 5500?

Looking Upwards, Inc. (EIN 05-0376075) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Looking Upwards, Inc.?

The Employer Identification Number (EIN) reported for Looking Upwards, Inc. is 05-0376075.

What is the latest Form 5500 filing year for Looking Upwards, Inc.?

The latest loaded Form 5500 filing year for Looking Upwards, Inc. is 2023.

Looking Upwards, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Looking Upwards, Inc. (EIN 05-0376075) is a plan sponsor located in Middletown, RI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 05-0376075
Location: Middletown, RI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,778,231
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,778,231

Contributions & income

Employer contributions: $10,275
Participant contributions: $555,155
Total income / additions: $1,577,558

Expenses & distributions

Benefits paid / distributions: $300,217
Total expenses: $348,355
Net increase / (decrease): $1,229,203

Coverage

Total reported participants: 938
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Looking Upwards, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Looking Upwards, Inc. 401 (K) Retirement Plan	001	527	$7,778,231	2023
Looking Upwards, Inc. Welfare Wrap Plan	501	411	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Looking Upwards, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Looking Upwards, Inc. Welfare Wrap Plan	411	—	20240405121528NAL0017895393001
2023	Looking Upwards, Inc. 401 (K) Retirement Plan	527	H, C	20241009124616NAL0009203459001