Upcap Services, Inc 403b Retirement Plan — Form 5500 plan (Upcap Services, 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, Upcap Services, Inc 403b Retirement Plan is a benefit plan reported by Upcap Services, Inc. under EIN 38-1957176 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $9,892,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upcap Services, Inc.
- EIN
- 38-1957176
- Plan number
- 001
- Plan type
- 2
- Location
- Escanaba, MI
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $9,892,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | I | 20241015172024NAL0029232945004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,892,590
- Net assets (EOY)
- $9,892,590
- Net assets (BOY)
- $8,194,632
Income & contributions
- Employer contributions
- $319,474
- Participant contributions
- $268,448
- Total income / additions
- $2,416,374
Expenses & distributions
- Benefits paid
- $715,997
- Administrative expenses
- $2,419
- Total expenses
- $718,416
- Net increase / (decrease)
- $1,697,958
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.