2023 Form 5500 filing — Upscale Construction, Inc. 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 20240907065651NAL0001169539001) for Upscale Construction, Inc. 401(K) Plan, reported by Upscale Construction, Inc. under EIN 91-1894284 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240907065651NAL0001169539001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upscale Construction, Inc.
- EIN
- 91-1894284
- Plan number
- 001
- Location
- San Rafael, CA
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,368,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,368,071
- Employer contributions
- $253,649
- Participant contributions
- $598,241
- Total income / additions
- $1,441,775
- Benefits paid
- $196,240
- Administrative expenses
- $40,075
- Total expenses
- $236,315
- Net increase / (decrease)
- $1,205,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits & Ins Services Inc | TPA | $13,033 | not reported in the loaded dataset |
| Cbiz Investment Advisory | INVESTMENT ADVISOR | $12,228 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,283 | $0 |