How big is Upton KA Inc.'s plan?

Upton KA Inc.'s plan reported $144K in assets and 38 participants for 2025.

Original filing (PDF)20260511134308NAL0007092304001

Upton KA Inc.

Name: Upton KA Inc. — Upton KA Inc. 401(k) Profit Sharing, Form 5500 (2025)
Creator: Upton KA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upton KA Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Upton KA Inc.'s Upton KA Inc. 401(k) Profit Sharing Plan & Trust held $144K in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

Plan identifiers

Upton KA Inc.'s EIN is 46-5491059.

EIN 46-5491059

Plan number 001

Plan year 2025

ACK ID 20260511134308NAL0007092304001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Upton KA Inc.'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 UPTON KA INC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score