How many benefit plans does Up Management, LLC report on Form 5500?

Up Management, LLC (EIN 80-0953796) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Up Management, LLC?

The Employer Identification Number (EIN) reported for Up Management, LLC is 80-0953796.

What is the latest Form 5500 filing year for Up Management, LLC?

The latest loaded Form 5500 filing year for Up Management, LLC is 2023.

Up Management, LLC — 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, Up Management, LLC (EIN 80-0953796) is a plan sponsor located in Rock Island, 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: 80-0953796
Location: Rock Island, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $2,431,474
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $2,431,474

Contributions & income

Employer contributions: $78,599
Participant contributions: $408,215
Total income / additions: $852,424

Expenses & distributions

Benefits paid / distributions: $141,121
Total expenses: $162,327
Net increase / (decrease): $690,097

Coverage

Total reported participants: 364
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

Up Management, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Up Management, LLC 401(K) Plan	001	196	$2,431,474	2023
Up Management, LLC Health & Welfare Benefits	501	168	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 Up Management, LLC
Year	Plan	Participants	Schedules	Filing
2023	Up Management, LLC Health & Welfare Benefits	168	—	20240624155001NAL0006243937001
2023	Up Management, LLC 401(K) Plan	196	H, C	20241004115721NAL0011392673001