How big is Upsourced Accounting's plan?

Upsourced Accounting's plan reported $1.3M in assets and 27 participants for 2025.

Original filing (PDF)20260406220046NAL0004588755038

Upsourced Accounting

Name: Upsourced Accounting — Upsourced Accounting 401(k), Form 5500 (2025)
Creator: Upsourced Accounting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upsourced Accounting 401(k) Plan

401(k) retirement plan · Upsourced Accounting's Upsourced Accounting 401(k) Plan held $1.3M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Elantha Barry signed Upsourced Accounting's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Upsourced Accounting's EIN is 45-4393995.

EIN 45-4393995

Plan number 001

Plan year 2025

ACK ID 20260406220046NAL0004588755038

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upsourced Accounting from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upsourced Accounting's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score