Up-Lifting Expectations Retirement Plan — Form 5500 plan (Up-Lifting Expectations, 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, Up-Lifting Expectations Retirement Plan is a benefit plan reported by Up-Lifting Expectations, Inc. under EIN 82-0899048 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $624,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Up-Lifting Expectations, Inc.
- EIN
- 82-0899048
- Plan number
- 001
- Plan type
- 2
- Location
- Brevard, NC
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $624,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240205111901NAL0040258160001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $624,298
- Net assets (EOY)
- $624,298
- Net assets (BOY)
- $626,483
Income & contributions
- Employer contributions
- $789
- Participant contributions
- $986
- Total income / additions
- $2,860
Expenses & distributions
- Benefits paid
- $5,045
- Total expenses
- $5,045
- Net increase / (decrease)
- -$2,185
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.