2023 Form 5500 filing — Upstart Network, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240820152255NAL0002744993002) for Upstart Network, Inc. 401(K) Plan, reported by Upstart Network, Inc. under EIN 45-4660612 and plan number 001. It reports 2,060 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$68MReported net assets$67,976,498
Participants2.1K2,060
Provider compensation$57.7K1 Schedule C row(s)$57,741
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820152255NAL0002744993002
Plan sponsor
Upstart Network, Inc.
EIN
45-4660612
Plan number
001
Location
San Mateo, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$68M total assets
Net assets$68MLiabilities
Money in vs. money out
Total income / additions$33.7M
Total expenses$5.6M
Benefits paid / distributions$5.5M
Contributions
Employer$5.3M
Participant$15.9M
Full reported line items
Total assets (EOY)
$67,976,498
Net assets (EOY)
$67,976,498
Employer contributions
$5,250,788
Participant contributions
$15,912,981
Total income / additions
$33,691,017
Benefits paid
$5,466,401
Administrative expenses
$57,422
Total expenses
$5,573,963
Net increase / (decrease)
$28,117,054
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $57.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820152255NAL0002744993002 cover?
It is the 2023 Form 5500 filing for Upstart Network, Inc. 401(K) Plan, reported by Upstart Network, Inc. (EIN 45-4660612).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages