Original filing (PDF)20250605090842NAL0011400929001

UPSTREAM HOSPITALITY GROUP INC.

Name: UPSTREAM HOSPITALITY GROUP INC. — TAP ROOM 401(K) PLAN, Form 5500 (2024)
Creator: UPSTREAM HOSPITALITY GROUP INC.

Form 5500-SF

FILING_RECEIVED

TAP ROOM 401(K) PLAN

401(k) retirement plan

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

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 UPSTREAM HOSPITALITY GROUP INC..

Plan sponsor

Name

UPSTREAM HOSPITALITY GROUP INC.

EIN

83-3510584

Address

114 WEST MAIN STREET · PATCHOGUE, NY · 11772

Phone

(516) 993-4875

Industry

Accommodation & Food Servicessee all

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

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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