401k Plan data: UPWARD WORX INC. RETIREMENT PLAN plan

UPWARD WORX INC. RETIREMENT PLAN 401k Plan overview

Plan Name	UPWARD WORX INC. RETIREMENT PLAN
Plan identification number	001

UPWARD WORX INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UPWARD WORX INC. has sponsored the creation of one or more 401k plans.

Company Name: UPWARD WORX INC.

Employer identification number (EIN): 842447088

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about UPWARD WORX INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2019-07-16

Company Identification Number: 0803369349

Legal Registered Office Address: 1052 GILLESPIE DR

JUSTIN
United States of America (USA)
76247

More information about UPWARD WORX INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPWARD WORX INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-07-30

Plan Statistics for UPWARD WORX INC. RETIREMENT PLAN

401k plan membership statisitcs for UPWARD WORX INC. RETIREMENT PLAN

Measure Date Value
2023: UPWARD WORX INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 6
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: UPWARD WORX INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UPWARD WORX INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UPWARD WORX INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UPWARD WORX INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-30 3
Total number of active participants reported on line 7a of the Form 5500 2019-07-30 3
Number of retired or separated participants receiving benefits 2019-07-30 0
Number of other retired or separated participants entitled to future benefits 2019-07-30 0
Total of all active and inactive participants 2019-07-30 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-30 0
Total participants 2019-07-30 3
Number of participants with account balances 2019-07-30 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-30 0

Measure	Date	Value
2023: UPWARD WORX INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	6
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: UPWARD WORX INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UPWARD WORX INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UPWARD WORX INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UPWARD WORX INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-30	3
Total number of active participants reported on line 7a of the Form 5500	2019-07-30	3
Number of retired or separated participants receiving benefits	2019-07-30	0
Number of other retired or separated participants entitled to future benefits	2019-07-30	0
Total of all active and inactive participants	2019-07-30	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-30	0
Total participants	2019-07-30	3
Number of participants with account balances	2019-07-30	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-30	0

Financial Data on UPWARD WORX INC. RETIREMENT PLAN

Measure	Date	Value
2023 : UPWARD WORX INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$28,448
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$93,448
Total plan assets at beginning of year	2023-12-31	$65,000
Value of fidelity bond covering the plan	2023-12-31	$315,000
Other income received	2023-12-31	$28,448
Net income (gross income less expenses)	2023-12-31	$28,448
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$93,448
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$65,000
Assets. Value of employer securities	2023-12-31	$93,448
2022 : UPWARD WORX INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-6,500
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$65,000
Total plan assets at beginning of year	2022-12-31	$71,500
Value of fidelity bond covering the plan	2022-12-31	$315,000
Contributions received from other sources (not participants or employers)	2022-12-31	$60,000
Other income received	2022-12-31	$-66,500
Net income (gross income less expenses)	2022-12-31	$-6,500
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$65,000
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$71,500
Assets. Value of employer securities	2022-12-31	$65,000
2021 : UPWARD WORX INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-75,900
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$71,500
Total plan assets at beginning of year	2021-12-31	$147,400
Value of fidelity bond covering the plan	2021-12-31	$315,000
Other income received	2021-12-31	$-75,900
Net income (gross income less expenses)	2021-12-31	$-75,900
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$71,500
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$147,400
Assets. Value of employer securities	2021-12-31	$71,500
2020 : UPWARD WORX INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-166,899
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$147,400
Total plan assets at beginning of year	2020-12-31	$314,299
Value of fidelity bond covering the plan	2020-12-31	$315,000
Other income received	2020-12-31	$-166,899
Net income (gross income less expenses)	2020-12-31	$-166,899
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$147,400
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$314,299
Assets. Value of employer securities	2020-12-31	$147,400
2019 : UPWARD WORX INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$314,299
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$314,299
Contributions received from other sources (not participants or employers)	2019-12-31	$314,291
Other income received	2019-12-31	$8
Net income (gross income less expenses)	2019-12-31	$314,299
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$314,299
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$314,299

Form 5500 Responses for UPWARD WORX INC. RETIREMENT PLAN

2023: UPWARD WORX INC. 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: UPWARD WORX INC. 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: UPWARD WORX INC. 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: UPWARD WORX INC. 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: UPWARD WORX INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-30	Type of plan entity	Single employer plan
2019-07-30	First time form 5500 has been submitted	Yes
2019-07-30	Submission has been amended	No
2019-07-30	This submission is the final filing	No
2019-07-30	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-07-30	Plan is a collectively bargained plan	No
2019-07-30	Plan funding arrangement – Trust	Yes
2019-07-30	Plan benefit arrangement - Trust	Yes

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Company Name:	UPWARD WORX INC.
Employer identification number (EIN):	842447088
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2019-07-16
Company Identification Number:	0803369349
Legal Registered Office Address:	1052 GILLESPIE DR JUSTIN United States of America (USA) 76247