Original filing (PDF)20240124111406NAL0016260944001

UPTIMA, INC.

Name: UPTIMA, INC. — UPTIMA INC., Form 5500 (2023)
Creator: UPTIMA, INC.

Form 5500-SF

FILING_RECEIVED

UPTIMA INC.

401(k) retirement plan

Signals · 1

Late filing · 36.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPTIMA, INC..

Plan sponsor

Name

UPTIMA, INC.

EIN

47-3254081

Address

651 HOLIDAY DR · STE 400 · PITTSBURGH, PA · 15220

Phone

(408) 933-9505

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-02-28

Filed

2024-01-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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