How big is Upside Wellness' plan?

Upside Wellness' plan reported $14K in assets and 1 participants for 2024.

Original filing (PDF)20250717122214NAL0000113395001

Upside Wellness

Name: Upside Wellness — Upside Wellness - 401(k), Form 5500 (2024)
Creator: Upside Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upside Wellness - 401(k)

401(k) retirement plan · Upside Wellness' Upside Wellness - 401(k) held $14K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Shirley Horner signed Upside Wellness' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Upside Wellness' EIN is 47-1802407.

EIN 47-1802407

Plan number 001

Plan year 2024

ACK ID 20250717122214NAL0000113395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upside Wellness from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upside Wellness' 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 UPSIDE WELLNESS.

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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