2023 Form 5500 filing — Upcap Services, Inc 403b Retirement 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 20241015172024NAL0029232945004) for Upcap Services, Inc 403b Retirement Plan, reported by Upcap Services, Inc. under EIN 38-1957176 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015172024NAL0029232945004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upcap Services, Inc.
- EIN
- 38-1957176
- Plan number
- 001
- Location
- Escanaba, MI
- Participants
- 107
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,892,590
- Net assets (EOY)
- $9,892,590
- Employer contributions
- $319,474
- Participant contributions
- $268,448
- Total income / additions
- $2,416,374
- Benefits paid
- $715,997
- Administrative expenses
- $2,419
- Total expenses
- $718,416
- Net increase / (decrease)
- $1,697,958
- Schedule source
- Schedule I