2023 Form 5500 filing — Changeup 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 20240919220202NAL0011560048002) for Changeup 401(K) Plan, reported by Change Up, LLC under EIN 47-1459813 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,682,262
Participants161
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240919220202NAL0011560048002
Plan sponsor
Change Up, LLC
EIN
47-1459813
Plan number
001
Location
Miamisburg, OH
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$120.6K
Benefits paid / distributions$117.1K
Contributions
Employer$218.6K
Participant$886.1K
Full reported line items
Total assets (EOY)
$3,682,262
Total liabilities (EOY)
$0
Net assets (EOY)
$3,682,262
Employer contributions
$218,617
Participant contributions
$886,116
Total income / additions
$1,639,793
Benefits paid
$117,120
Administrative expenses
$3,497
Total expenses
$120,617
Net increase / (decrease)
$1,519,176

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919220202NAL0011560048002 cover?
It is the 2023 Form 5500 filing for Changeup 401(K) Plan, reported by Change Up, LLC (EIN 47-1459813).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages