Plan Snapshot
- Plan Sponsor: Upward Pediatrics INC
- Sponsor EIN: 842532719
- Sponsor Address: 4333 E 2ND ST APT 302, LONG BEACH, CA, 908035344
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $196,265
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $196,265 | $16,750 | $23,000 |
| 2023 | 1 | $140,387 | $14,400 | $22,500 |
| 2022 | 1 | $87,670 | $21,055 | $20,260 |
| 2020 | 2 | $43,916 | $0 | $21,250 |