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TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

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

Company Name:UPWARD TRANSITIONS, INC.
Employer identification number (EIN):730590277
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PERIANN PULLIAM2024-07-26
0012022-01-01PERIANN PULLIAM2023-07-28 PERIANN PULLIAM2023-07-28
0012022-01-01PERIANN PULLIAM2023-09-26
0012021-01-01PERIANN PULLIAM2022-07-28
0012020-01-01PERIANN PULLIAM2021-08-02
0012019-01-01PERIANN PULLIAM2020-07-31
0012018-01-01PERIANN PULLIAM2019-07-27
0012017-01-01JEREMY SANDERS2018-05-17
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANA HOPE CHISM2013-07-30
0012011-01-01DANA HOPE CHISM2012-07-17
0012010-01-01DANA HOPE CHISM2011-07-15

Financial Data on TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-040
Total liabilities as of the end of the plan year2025-04-040
Total liabilities as of the beginning of the plan year2025-04-040
Total expenses incurred by plan in this plan year2025-04-0427687
Net assets as of the end of the plan year2025-04-0429448
Total assets as of the beginning of the plan year2025-04-0446422
Value of plan covered by a fidelity bond2025-04-045000
Participant contributions to plan in this plan year2025-04-045311
Other expenses paid from plan in this plan year2025-04-040
Other contributions to plan in this plan year2025-04-040
Other income to plan in this plan year2025-04-045402
Plan net income in this plan year2025-04-04-16974
Net assets as of the end of the plan year2025-04-0429448
Net assets as of the beginning of the plan year2025-04-0446422
Employer contributions to plan in this plan year2025-04-040
Fees paid to broker by Benefit Provider2025-04-045
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0439
2024 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2615294
Net assets as of the end of the plan year2024-07-2646422
Total assets as of the beginning of the plan year2024-07-2650027
Value of plan covered by a fidelity bond2024-07-261000000
Participant contributions to plan in this plan year2024-07-264765
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-266924
Plan net income in this plan year2024-07-26-3605
Net assets as of the end of the plan year2024-07-2646422
Net assets as of the beginning of the plan year2024-07-2650027
Employer contributions to plan in this plan year2024-07-260
Fees paid to broker by Benefit Provider2024-07-266
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-262
2022 : TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-288929
Net assets as of the end of the plan year2022-07-2856140
Total assets as of the beginning of the plan year2022-07-2853476
Value of plan covered by a fidelity bond2022-07-281000000
Participant contributions to plan in this plan year2022-07-285162
Other expenses paid from plan in this plan year2022-07-2830
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-286431
Plan net income in this plan year2022-07-282664
Net assets as of the end of the plan year2022-07-2856140
Net assets as of the beginning of the plan year2022-07-2853476
Employer contributions to plan in this plan year2022-07-280
Fees paid to broker by Benefit Provider2022-07-282

Potentially related plans

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