Upscale Construction, Inc. 401(K) Plan — Form 5500 plan (Upscale Construction, 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, Upscale Construction, Inc. 401(K) Plan is a benefit plan reported by Upscale Construction, Inc. under EIN 91-1894284 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $4,368,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upscale Construction, Inc.
- EIN
- 91-1894284
- Plan number
- 001
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $4,368,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240907065651NAL0001169539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,368,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,368,071
- Net assets (BOY)
- $3,162,611
Income & contributions
- Employer contributions
- $253,649
- Participant contributions
- $598,241
- Total contributions
- $851,890
- Total income / additions
- $1,441,775
Expenses & distributions
- Benefits paid
- $196,240
- Administrative expenses
- $40,075
- Total expenses
- $236,315
- Net increase / (decrease)
- $1,205,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits & Ins Services Inc | TPA | $13,033 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory | INVESTMENT ADVISOR | $12,228 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,283 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upscale Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Rafael, CA
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Cbiz Investment Advisory — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation