Original filing (PDF)20240104174358NAL0007938930001

FIRSTUP INC

Name: FIRSTUP INC — FIRSTUP INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: FIRSTUP INC

Form 5500

FILING_RECEIVED

FIRSTUP INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 2

Late filing · 9.6 moCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 9.6 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

FIRSTUP INC

EIN

27-3839152

Address

123 MISSION ST. FL 25 · SAN FRANCISCO, CA · 94105

Phone

(415) 780-8833

Industry

Data Processing, Hosting· Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-04-30

Filed

2024-01-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ANDERS, MINKLER, HUBER &HELM LLP

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$0	—

1–1 of 1

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