Upstaging, 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, Upstaging, Inc. (EIN 36-2790019) is a plan sponsor located in Sycamore, IL 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
36-2790019
Location
Sycamore, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,901,855
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,901,855

Contributions & income

Employer contributions
$909,589
Participant contributions
$2,130,498
Total income / additions
$7,729,863

Expenses & distributions

Benefits paid / distributions
$1,590,321
Total expenses
$1,606,806
Net increase / (decrease)
$6,123,057

Coverage

Total reported participants
707
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

Upstaging, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Upstaging, Inc. 401(K) Savings Plan001471$30,901,8552023
Upstaging, Inc Wrap Plan504236not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Upstaging, Inc.
YearPlanParticipantsSchedulesFiling
2023Upstaging, Inc. 401(K) Savings Plan471H, C20241014190003NAL0047220368001
2023Upstaging, Inc Wrap Plan23620250127170251NAL0023729074001

Related Form 5500 pages