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, Up Management, LLC 401(K) Plan is a benefit plan reported by Up Management, LLC under EIN 80-0953796 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $2,431,474 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,431,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,431,474
- Net assets (BOY)
- $1,741,377
Income & contributions
- Employer contributions
- $78,599
- Participant contributions
- $408,215
- Total contributions
- $495,727
- Total income / additions
- $852,424
Expenses & distributions
- Benefits paid
- $141,121
- Administrative expenses
- $21,206
- Total expenses
- $162,327
- Net increase / (decrease)
- $690,097