Original filing (PDF)20241129075244NAL0017295216001

Upsourced Accounting

Name: Upsourced Accounting — Upsourced Accounting SOCA, Form 5500 (2023)
Creator: Upsourced Accounting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upsourced Accounting SOCA Benefit Plan

Health & welfare plan · Upsourced Accounting's Upsourced Accounting SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Upsourced Accounting's 2023 Form 5500 as plan administrator.

Matt Appenzeller — 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 501

Plan year 2023

ACK ID 20241129075244NAL0017295216001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Upsourced Accounting from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Upsourced Accounting's plan includes health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score