How big is Upland Brewing Company, Inc.'s plan?

Upland Brewing Company, Inc.'s plan reported $458K in assets and 158 participants for 2023.

Original filing (PDF)20241003133431NAL0010615297009

Upland Brewing Company, Inc.

Name: Upland Brewing Company, Inc. — Upland Brewing Co, Form 5500 (2023)
Creator: Upland Brewing Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upland Brewing Co 401(k) Plan

401(k) retirement plan · Upland Brewing Company, Inc.'s Upland Brewing Co 401(k) Plan held $458K in plan assets for 158 participants in 2023.

Signals · 1

No auditor on file

Active participants

158

Accounts w/ balance

Plan assets (EOY)

$458K

Net assets (EOY)

$458K

Plan identifiers

Upland Brewing Company, Inc.'s EIN is 20-5406734.

EIN 20-5406734

Plan number 001

Plan year 2023

ACK ID 20241003133431NAL0010615297009

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Upland Brewing Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Upland Brewing Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPLAND BREWING COMPANY, INC..

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score