UP-LIFTING EXPECTATIONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UP-LIFTING EXPECTATIONS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $2,860 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $5,045 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $5,045 |
| Total plan assets at end of year | 2023-12-31 | $624,298 |
| Total plan assets at beginning of year | 2023-12-31 | $626,483 |
| Total contributions received or receivable from participants | 2023-12-31 | $986 |
| Other income received | 2023-12-31 | $1,085 |
| Net income (gross income less expenses) | 2023-12-31 | $-2,185 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $624,298 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $626,483 |
| Assets. Value of employer securities | 2023-12-31 | $616,328 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $789 |
| 2022 : UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $10,707 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $626,483 |
| Total plan assets at beginning of year | 2022-12-31 | $615,776 |
| Total contributions received or receivable from participants | 2022-12-31 | $1,197 |
| Other income received | 2022-12-31 | $8,569 |
| Net income (gross income less expenses) | 2022-12-31 | $10,707 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $626,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $615,776 |
| Assets. Value of employer securities | 2022-12-31 | $616,328 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $941 |
| 2021 : UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-57,949 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $471 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $471 |
| Total plan assets at end of year | 2021-12-31 | $615,776 |
| Total plan assets at beginning of year | 2021-12-31 | $674,196 |
| Total contributions received or receivable from participants | 2021-12-31 | $683 |
| Other income received | 2021-12-31 | $-59,179 |
| Net income (gross income less expenses) | 2021-12-31 | $-58,420 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $615,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $674,196 |
| Assets. Value of employer securities | 2021-12-31 | $606,467 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $547 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $20,468 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $674,196 |
| Total plan assets at beginning of year | 2020-12-31 | $653,728 |
| Other income received | 2020-12-31 | $20,468 |
| Net income (gross income less expenses) | 2020-12-31 | $20,468 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $674,196 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $653,728 |
| Assets. Value of employer securities | 2020-12-31 | $667,321 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $35,874 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $653,728 |
| Total plan assets at beginning of year | 2019-12-31 | $617,854 |
| Total contributions received or receivable from participants | 2019-12-31 | $265 |
| Other income received | 2019-12-31 | $35,404 |
| Net income (gross income less expenses) | 2019-12-31 | $35,874 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $653,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $617,854 |
| Assets. Value of employer securities | 2019-12-31 | $647,884 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $205 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-96,531 |
| Total plan assets at end of year | 2018-12-31 | $617,854 |
| Total plan assets at beginning of year | 2018-12-31 | $714,385 |
| Other income received | 2018-12-31 | $-96,531 |
| Net income (gross income less expenses) | 2018-12-31 | $-96,531 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $617,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $714,385 |
| Assets. Value of employer securities | 2018-12-31 | $613,367 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $714,410 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $25 |
| Total plan assets at end of year | 2017-12-31 | $714,385 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $25 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $348,887 |
| Other income received | 2017-12-31 | $365,523 |
| Net income (gross income less expenses) | 2017-12-31 | $714,385 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $714,385 |
| Assets. Value of employer securities | 2017-12-31 | $709,786 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2023: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UP-LIFTING EXPECTATIONS RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
