Plan Name | UPSTART CROW ADVISORS, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UPSTART CROW ADVISORS, INC. |
Employer identification number (EIN): | 472832106 |
NAIC Classification: | 453990 |
Additional information about UPSTART CROW ADVISORS, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2015-01-13 |
Company Identification Number: | 0786532 |
Legal Registered Office Address: |
604 S. KING ST. LEESBURG United States of America (USA) 20175 |
More information about UPSTART CROW ADVISORS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | DAVID CONAWAY STURDEVANT | DAVID CONAWAY STURDEVANT | 2017-10-09 | |
001 | 2015-01-14 | DAVID CONAWAY STURDEVANT | DAVID CONAWAY STURDEVANT | 2016-10-11 |
Measure | Date | Value |
---|---|---|
2016: UPSTART CROW ADVISORS, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: UPSTART CROW ADVISORS, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-14 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-14 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-14 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-14 | 0 |
Total of all active and inactive participants | 2015-01-14 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-14 | 0 |
Total participants | 2015-01-14 | 1 |
Number of participants with account balances | 2015-01-14 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-14 | 0 |
Measure | Date | Value |
---|---|---|
2016 : UPSTART CROW ADVISORS, INC. 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-15 | $0 |
Total plan liabilities at end of year | 2016-12-15 | $0 |
Total plan liabilities at beginning of year | 2016-12-15 | $0 |
Total income from all sources | 2016-12-15 | $-31,520 |
Expenses. Total of all expenses incurred | 2016-12-15 | $0 |
Benefits paid (including direct rollovers) | 2016-12-15 | $0 |
Total plan assets at end of year | 2016-12-15 | $0 |
Total plan assets at beginning of year | 2016-12-15 | $31,520 |
Total contributions received or receivable from participants | 2016-12-15 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-15 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-15 | $0 |
Other income received | 2016-12-15 | $-31,520 |
Noncash contributions received | 2016-12-15 | $0 |
Net income (gross income less expenses) | 2016-12-15 | $-31,520 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-15 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-15 | $31,520 |
Assets. Value of employer securities | 2016-12-15 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-15 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-15 | $0 |
Value of corrective distributions | 2016-12-15 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-15 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-15 | $0 |
2015 : UPSTART CROW ADVISORS, INC. 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $66,497 |
Expenses. Total of all expenses incurred | 2015-12-31 | $34,977 |
Benefits paid (including direct rollovers) | 2015-12-31 | $34,977 |
Total plan assets at end of year | 2015-12-31 | $31,520 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $104,977 |
Other income received | 2015-12-31 | $-38,480 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $31,520 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $31,520 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Assets. Value of employer securities | 2015-12-31 | $31,520 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2016: UPSTART CROW ADVISORS, INC. 401(K) PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UPSTART CROW ADVISORS, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-14 | Type of plan entity | Single employer plan |
2015-01-14 | First time form 5500 has been submitted | Yes |
2015-01-14 | Submission has been amended | No |
2015-01-14 | This submission is the final filing | No |
2015-01-14 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-14 | Plan is a collectively bargained plan | No |
2015-01-14 | Plan funding arrangement – Trust | Yes |
2015-01-14 | Plan benefit arrangement - Trust | Yes |