How many benefit plans does Upright Holdings, Inc. report on Form 5500?

Upright Holdings, Inc. (EIN 82-3861073) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Upright Holdings, Inc.?

The Employer Identification Number (EIN) reported for Upright Holdings, Inc. is 82-3861073.

What is the latest Form 5500 filing year for Upright Holdings, Inc.?

The latest loaded Form 5500 filing year for Upright Holdings, Inc. is 2023.

Upright Holdings, 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, Upright Holdings, Inc. (EIN 82-3861073) is a plan sponsor located in Germantown, TN with 1 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: 82-3861073
Location: Germantown, TN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $19,912,273
Total reported liabilities (EOY): $6,855
Total reported net assets (EOY): $19,905,418

Contributions & income

Employer contributions: $2,864,500
Participant contributions: $2,525,270
Total income / additions: $8,721,624

Expenses & distributions

Benefits paid / distributions: $2,514,599
Total expenses: $2,582,753
Net increase / (decrease): $6,138,871

Coverage

Total reported participants: 1,011
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

Upright Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Upright Holdings Retirement Savings Plan	001	591	$19,912,273	2023
Upright Holdings, Inc. Health And Welfare Benefits Plan	505	420	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 Upright Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Upright Holdings, Inc. Health And Welfare Benefits Plan	420	—	20240612151807NAL0015917859001
2023	Upright Holdings Retirement Savings Plan	591	H, C	20241014175838NAL0026895137001