2023 Form 5500 filing — Upright Holdings Retirement Savings 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 20241014175838NAL0026895137001) for Upright Holdings Retirement Savings Plan, reported by Upright Holdings, Inc. under EIN 82-3861073 and plan number 001. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175838NAL0026895137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upright Holdings, Inc.
- EIN
- 82-3861073
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,912,273
- Total liabilities (EOY)
- $6,855
- Net assets (EOY)
- $19,905,418
- Employer contributions
- $2,864,500
- Participant contributions
- $2,525,270
- Total income / additions
- $8,721,624
- Benefits paid
- $2,514,599
- Administrative expenses
- $68,154
- Total expenses
- $2,582,753
- Net increase / (decrease)
- $6,138,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $42,063 | not reported in the loaded dataset |
| Burleigh Consulting Group, Inc. | TPA | $22,793 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,652 | not reported in the loaded dataset |