Original filing (PDF)20241023081752NAL0007931362001

Uplift Partners, LLC

Name: Uplift Partners, LLC — Uplift Partners, LLC Cash, Form 5500 (2023)
Creator: Uplift Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uplift Partners, LLC Cash Balance Plan & Trust

Defined-benefit pension plan · Uplift Partners, LLC's Uplift Partners, LLC Cash Balance Plan & Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Quinn Carlson signed Uplift Partners, LLC's 2023 Form 5500 as plan administrator.

Quinn Carlson — 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

Uplift Partners, LLC's EIN is 47-5114436.

EIN 47-5114436

Plan number 002

Plan year 2023

ACK ID 20241023081752NAL0007931362001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Uplift Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Uplift Partners, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off