2023 Form 5500 filing — Uptime Institute Professional Services LLC 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 20241011104526NAL0022600177001) for Uptime Institute Professional Services LLC 401(K) Plan, reported by Uptime Institute Professional Services LLC under EIN 22-3700489 and plan number 001. It reports 135 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)$10.4MReported net assets$10,379,557
Participants135
Provider compensation$35.5K3 Schedule C row(s)$35,476
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011104526NAL0022600177001
Plan sponsor
Uptime Institute Professional Services LLC
EIN
22-3700489
Plan number
001
Location
New York, NY
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)$10.4M total assets
Net assets$10.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$608.9K
Full reported line items
Total assets (EOY)
$10,379,557
Total liabilities (EOY)
$0
Net assets (EOY)
$10,379,557
Participant contributions
$608,945
Total income / additions
$2,209,248
Benefits paid
$1,404,277
Administrative expenses
$37,040
Total expenses
$1,441,317
Net increase / (decrease)
$767,931
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $20K · Indirect $3
  2. 2
    CONTRACT ADMINISTRATOR · Direct $15.5K · Indirect $0
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011104526NAL0022600177001 cover?
It is the 2023 Form 5500 filing for Uptime Institute Professional Services LLC 401(K) Plan, reported by Uptime Institute Professional Services LLC (EIN 22-3700489).
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