Up-Lifting Expectations, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Up-Lifting Expectations, INC.
  • Sponsor EIN: 820899048
  • Sponsor Address: 719 NEELY RD, BREVARD, NC, 28712
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $616,328

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$616,328$0$0
20242$616,333$277$1,166
20232$624,298$789$986
20223$626,483$941$1,197

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