Looking Upwards, Inc. 401 (K) Retirement Plan — Form 5500 plan (Looking Upwards, 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, Looking Upwards, Inc. 401 (K) Retirement Plan is a benefit plan reported by Looking Upwards, Inc. under EIN 05-0376075 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $7,778,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Looking Upwards, Inc.
EIN
05-0376075
Plan number
001
Plan type
2
Location
Middletown, RI
Latest filing year
2023
Participants
527
End-of-year plan assets
$7,778,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023527H, C20241009124616NAL0009203459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,778,231
Total liabilities (EOY)
$0
Net assets (EOY)
$7,778,231
Net assets (BOY)
$6,610,582

Income & contributions

Employer contributions
$10,275
Participant contributions
$555,155
Total contributions
$582,159
Total income / additions
$1,577,558

Expenses & distributions

Benefits paid
$300,217
Administrative expenses
$48,138
Total expenses
$348,355
Net increase / (decrease)
$1,229,203

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.RECORDKEEPER$32,248not reported in the loaded dataset2023
Axa Advisors, LLCADVISOR$16,071not reported in the loaded dataset2023

Related Form 5500 pages