Original filing (PDF)20251013105915NAL0001155473001

UP-SIDE MANAGEMENT COMPANY

Name: UP-SIDE MANAGEMENT COMPANY — UP-SIDE MANAGEMENT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UP-SIDE MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

UP-SIDE MANAGEMENT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UP-SIDE MANAGEMENT COMPANY.

Plan sponsor

Name

UP-SIDE MANAGEMENT COMPANY

EIN

26-0204619

Address

324 E 3RD ST · JACKSONVILLE, FL · 322065102

Phone

(904) 423-0989

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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