Upright Holdings Retirement Savings Plan — Form 5500 plan (Upright Holdings, 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, Upright Holdings Retirement Savings Plan is a benefit plan reported by Upright Holdings, Inc. under EIN 82-3861073 and plan number 001. The latest loaded filing year is 2023. The filing reports 591 participants and $19,912,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upright Holdings, Inc.
- EIN
- 82-3861073
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 591
- End-of-year plan assets
- $19,912,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 591 | H, C | 20241014175838NAL0026895137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,912,273
- Total liabilities (EOY)
- $6,855
- Net assets (EOY)
- $19,905,418
- Net assets (BOY)
- $13,610,916
Income & contributions
- Employer contributions
- $2,864,500
- Participant contributions
- $2,525,270
- Total contributions
- $5,970,561
- Total income / additions
- $8,721,624
Expenses & distributions
- Benefits paid
- $2,514,599
- Administrative expenses
- $68,154
- Total expenses
- $2,582,753
- Net increase / (decrease)
- $6,138,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $42,063 | not reported in the loaded dataset | 2023 |
| Burleigh Consulting Group, Inc. | TPA | $22,793 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,652 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upright Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Burleigh Consulting Group, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation