Upper Wellness Inc. Retirement Plan — Form 5500 plan (Upper Wellness 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, Upper Wellness Inc. Retirement Plan is a benefit plan reported by Upper Wellness Inc. under EIN 88-1340251 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $449,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upper Wellness Inc.
- EIN
- 88-1340251
- Plan number
- 001
- Plan type
- 2
- Location
- Clayton, NC
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $449,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241026110741NAL0001803296001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $449,002
- Net assets (EOY)
- $449,002
- Net assets (BOY)
- $400,000
Income & contributions
- Total income / additions
- $49,002
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $49,002
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.