401k Plan data: UPTREND ADVISORY 401(K) PLAN plan

UPTREND ADVISORY 401(K) PLAN 401k Plan overview

Plan Name	UPTREND ADVISORY 401(K) PLAN
Plan identification number	001

UPTREND ADVISORY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

UPTREND ADVISORY has sponsored the creation of one or more 401k plans.

Company Name: UPTREND ADVISORY

Employer identification number (EIN): 845102986

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPTREND ADVISORY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JASON STOCH 2024-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JASON STOCH	2024-10-14

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Company Name:	UPTREND ADVISORY
Employer identification number (EIN):	845102986