UPWARD PROJECTS has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : UPWARD PROJECTS 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,006,628 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $377,055 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $287,754 |
| Value of total corrective distributions | 2023-12-31 | $52,423 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,721,452 |
| Value of total assets at end of year | 2023-12-31 | $2,375,616 |
| Value of total assets at beginning of year | 2023-12-31 | $746,043 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $36,878 |
| Total interest from all sources | 2023-12-31 | $221 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,240 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,240 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,370,671 |
| Participant contributions at end of year | 2023-12-31 | $7,014 |
| Participant contributions at beginning of year | 2023-12-31 | $1,320 |
| Participant contributions at end of year | 2023-12-31 | $1 |
| Participant contributions at beginning of year | 2023-12-31 | $30,434 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $30,075 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $5,217 |
| Other income not declared elsewhere | 2023-12-31 | $45 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,629,573 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,375,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $746,043 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $110,902 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $37,968 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $24,847 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $6,933 |
| Interest on participant loans | 2023-12-31 | $205 |
| Interest earned on other investments | 2023-12-31 | $16 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $2,232,221 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $662,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $631 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $109 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $14,556 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $3,928 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $265,186 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $320,706 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $6,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $282,537 |
| Contract administrator fees | 2023-12-31 | $36,878 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2023-12-31 | 455497718 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,006,628 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $377,055 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $287,754 |
| Value of total corrective distributions | 2023-01-01 | $52,423 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,721,452 |
| Value of total assets at end of year | 2023-01-01 | $2,375,616 |
| Value of total assets at beginning of year | 2023-01-01 | $746,043 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $36,878 |
| Total interest from all sources | 2023-01-01 | $221 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,240 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,240 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,370,671 |
| Participant contributions at end of year | 2023-01-01 | $7,014 |
| Participant contributions at beginning of year | 2023-01-01 | $1,320 |
| Participant contributions at end of year | 2023-01-01 | $1 |
| Participant contributions at beginning of year | 2023-01-01 | $30,434 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $30,075 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $5,217 |
| Other income not declared elsewhere | 2023-01-01 | $45 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,629,573 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $2,375,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $746,043 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $110,902 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $37,968 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $24,847 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $6,933 |
| Interest on participant loans | 2023-01-01 | $205 |
| Interest earned on other investments | 2023-01-01 | $16 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $2,232,221 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $662,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $631 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $109 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $14,556 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $3,928 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $265,186 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $320,706 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $6,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $282,537 |
| Contract administrator fees | 2023-01-01 | $36,878 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2023-01-01 | 455497718 |
| 2022 : UPWARD PROJECTS 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $783,277 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $37,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $28,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $783,701 |
| Value of total assets at end of year | 2022-12-31 | $746,043 |
| Value of total assets at beginning of year | 2022-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $8,938 |
| Total interest from all sources | 2022-12-31 | $22 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $283 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $283 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $595,739 |
| Participant contributions at end of year | 2022-12-31 | $1,320 |
| Participant contributions at end of year | 2022-12-31 | $30,434 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $53,968 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $58 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $746,043 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $746,043 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $37,968 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $6,933 |
| Interest on participant loans | 2022-12-31 | $20 |
| Interest earned on other investments | 2022-12-31 | $2 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $662,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $109 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-425 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-173 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-131 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $133,994 |
| Employer contributions (assets) at end of year | 2022-12-31 | $6,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $28,238 |
| Contract administrator fees | 2022-12-31 | $8,938 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2022-12-31 | 455497718 |
| Total unrealized appreciation/depreciation of assets | 2022-05-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-01 | $0 |
| Total income from all sources (including contributions) | 2022-05-01 | $783,277 |
| Total loss/gain on sale of assets | 2022-05-01 | $0 |
| Total of all expenses incurred | 2022-05-01 | $37,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-01 | $28,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-01 | $783,701 |
| Value of total assets at end of year | 2022-05-01 | $746,043 |
| Value of total assets at beginning of year | 2022-05-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-01 | $8,938 |
| Total interest from all sources | 2022-05-01 | $22 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-01 | $283 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-01 | $283 |
| Was this plan covered by a fidelity bond | 2022-05-01 | Yes |
| Value of fidelity bond cover | 2022-05-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-01 | No |
| Contributions received from participants | 2022-05-01 | $595,739 |
| Participant contributions at end of year | 2022-05-01 | $1,320 |
| Participant contributions at end of year | 2022-05-01 | $30,434 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-05-01 | $53,968 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-05-01 | $58 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-01 | No |
| Value of net income/loss | 2022-05-01 | $746,043 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-01 | $746,043 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-01 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-01 | $37,968 |
| Value of interest in pooled separate accounts at end of year | 2022-05-01 | $6,933 |
| Interest on participant loans | 2022-05-01 | $20 |
| Interest earned on other investments | 2022-05-01 | $2 |
| Value of interest in common/collective trusts at end of year | 2022-05-01 | $662,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-05-01 | $109 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-01 | $-425 |
| Net investment gain/loss from pooled separate accounts | 2022-05-01 | $-173 |
| Net investment gain or loss from common/collective trusts | 2022-05-01 | $-131 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-01 | No |
| Contributions received in cash from employer | 2022-05-01 | $133,994 |
| Employer contributions (assets) at end of year | 2022-05-01 | $6,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-01 | $28,238 |
| Contract administrator fees | 2022-05-01 | $8,938 |
| Did the plan have assets held for investment | 2022-05-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-01 | 1 |
| Accountancy firm name | 2022-05-01 | KIMBERLIN COMPANY, PLLC |
| Accountancy firm EIN | 2022-05-01 | 455497718 |
