Upper Wellness INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Upper Wellness INC.
  • Sponsor EIN: 881340251
  • Sponsor Address: 182 PARAGGI COURT, CLAYTON, NC, 27527
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $69,889

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$69,889$0$0
20232$449,002$0$0
20222$400,000$0$0

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