Upper Left Capital Corp. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Upper Left Capital Corp.
  • Sponsor EIN: 332019325
  • Sponsor Address: 3124 NE DUNCKLEY ST., PORTLAND, OR, 97212
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 29
  • Total Assets: $5.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$5.7M$0$0

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