Year Up, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Year Up, Inc. (EIN 04-3534407) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3534407
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$68,451,485
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$68,451,485

Contributions & income

Employer contributions
$3,670,288
Participant contributions
$6,595,915
Total income / additions
$21,937,786

Expenses & distributions

Benefits paid / distributions
$6,700,036
Total expenses
$6,849,762
Net increase / (decrease)
$15,088,024

Coverage

Total reported participants
2,159
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Year Up, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Year Up, Inc. 401(K) Plan0011,296$68,451,4852023
Year Up , Inc. Group Benefit Plan511863not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Year Up, Inc.
YearPlanParticipantsSchedulesFiling
2023Year Up, Inc. 401(K) Plan1,296H, C20240726150049NAL0033395378001
2023Year Up , Inc. Group Benefit Plan86320241007091004NAL0014967857001

Related Form 5500 pages