Upside Services INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Upside Services INC.
  • Sponsor EIN: 920618619
  • Sponsor Address: 16628 TIGER MOUNTAIN ROAD SE, ISSAQUAH, WA, 98027
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $1.3M

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.
202413$1.3M$34,248$94,047
202318$1.0M$18,617$40,028
20221$83,746$0$0

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