How big is Upshaw TMS LLC's plan?

Upshaw TMS LLC's plan reported $17K in assets and 38 participants for 2024.

Original filing (PDF)20250905144959NAL0036205746001

Upshaw TMS LLC

Name: Upshaw TMS LLC — Neurospa 401(k) Plan, Form 5500 (2024)
Creator: Upshaw TMS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Neurospa 401(k) Plan

401(k) retirement plan · Upshaw TMS LLC's Neurospa 401(k) Plan held $17K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Monica Bernd signed Upshaw TMS LLC's 2024 Form 5500 as plan administrator.

Monica Bernd — 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

Upshaw TMS LLC's EIN is 83-0604863.

EIN 83-0604863

Plan number 001

Plan year 2024

ACK ID 20250905144959NAL0036205746001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upshaw TMS LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UPSHAW TMS LLC

EIN

all filings

Address

6511 GUNN HWY · TAMPA, FL · 33625

Phone

(813) 605-1122

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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