2023 Form 5500 filing — Upland Software Inc. 401(K)
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 20240822150714NAL0003111811001) for Upland Software Inc. 401(K), reported by Upland Software, Inc. under EIN 27-2992077 and plan number 001. It reports 1,009 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822150714NAL0003111811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upland Software, Inc.
- EIN
- 27-2992077
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 1,009
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,676,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,676,696
- Employer contributions
- $0
- Participant contributions
- $4,552,340
- Total income / additions
- $14,470,913
- Benefits paid
- $9,471,599
- Administrative expenses
- $219,719
- Total expenses
- $9,700,969
- Net increase / (decrease)
- $4,769,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $139,466 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $80,253 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |