Upside Services Inc. 401(K) Plan — Form 5500 plan (Upside Services 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, Upside Services Inc. 401(K) Plan is a benefit plan reported by Upside Services Inc. under EIN 92-0618619 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $1,010,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upside Services Inc.
- EIN
- 92-0618619
- Plan number
- 001
- Plan type
- 2
- Location
- Issaquah, WA
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $1,010,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240928163358NAL0001763283001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,010,686
- Net assets (EOY)
- $1,010,686
- Net assets (BOY)
- $83,746
Income & contributions
- Employer contributions
- $18,617
- Participant contributions
- $40,028
- Total income / additions
- $932,010
Expenses & distributions
- Benefits paid
- $4,940
- Administrative expenses
- $0
- Total expenses
- $5,070
- Net increase / (decrease)
- $926,940
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.