Plan5500

Upstaging, Inc. 401(K) Savings Plan — Form 5500 plan (Upstaging, 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, Upstaging, Inc. 401(K) Savings Plan is a benefit plan reported by Upstaging, Inc. under EIN 36-2790019 and plan number 001. The latest loaded filing year is 2023. The filing reports 471 participants and $30,901,855 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Upstaging, Inc.
EIN
36-2790019
Plan number
001
Plan type
2
Location
Sycamore, IL
Latest filing year
2023
Participants
471
End-of-year plan assets
$30,901,855

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023471H, C20241014190003NAL0047220368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,901,855
Total liabilities (EOY)
$0
Net assets (EOY)
$30,901,855
Net assets (BOY)
$24,778,798

Income & contributions

Employer contributions
$909,589
Participant contributions
$2,130,498
Total contributions
$3,049,847
Total income / additions
$7,729,863

Expenses & distributions

Benefits paid
$1,590,321
Administrative expenses
$4,780
Total expenses
$1,606,806
Net increase / (decrease)
$6,123,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$4,780$02023

Related Form 5500 pages