Plan5500

Upland Software Inc. 401(K) — Form 5500 plan (Upland Software, Inc.)

Plain-English plan 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, Upland Software Inc. 401(K) is a benefit plan reported by Upland Software, Inc. under EIN 27-2992077 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,009 participants and $60,676,696 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upland Software, Inc.
EIN
27-2992077
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
1,009
End-of-year plan assets
$60,676,696

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,009H, C20240822150714NAL0003111811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,676,696
Total liabilities (EOY)
$0
Net assets (EOY)
$60,676,696
Net assets (BOY)
$55,906,752

Income & contributions

Employer contributions
$0
Participant contributions
$4,552,340
Total contributions
$4,810,109
Total income / additions
$14,470,913

Expenses & distributions

Benefits paid
$9,471,599
Administrative expenses
$219,719
Total expenses
$9,700,969
Net increase / (decrease)
$4,769,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncINVESTMENT ADVISOR$139,466not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$80,253not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages