2023 Form 5500 filing — Upton Ka Inc. Retirement 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 20240826161632NAL0019821266001) for Upton Ka Inc. Retirement Plan, reported by Upton Ka Inc. under EIN 46-5491059 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$231Reported net assets
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826161632NAL0019821266001
Plan sponsor
Upton Ka Inc.
EIN
46-5491059
Plan number
001
Location
Virginia Beach, VA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$231 total assets
Net assets$231Liabilities
Money in vs. money out
Total income / additions-$79.2K
Total expenses$280.6K
Benefits paid / distributions$280.6K
Full reported line items
Total assets (EOY)
$231
Net assets (EOY)
$231
Total income / additions
-$79,156
Benefits paid
$280,613
Total expenses
$280,613
Net increase / (decrease)
-$359,769

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826161632NAL0019821266001 cover?
It is the 2023 Form 5500 filing for Upton Ka Inc. Retirement Plan, reported by Upton Ka Inc. (EIN 46-5491059).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages