How big is Upward Medical PC's plan?

Upward Medical PC's plan reported $9K in assets and 22 participants for 2024.

Original filing (PDF)20250718080135NAL0002469122001

Upward Medical PC

Name: Upward Medical PC — Upward Medical PC 401(k) Plan, Form 5500 (2024)
Creator: Upward Medical PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward Medical PC 401(k) Plan

401(k) retirement plan · Upward Medical PC's Upward Medical PC 401(k) Plan held $9K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Nick Rice signed Upward Medical PC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Upward Medical PC's EIN is 84-3146137.

EIN 84-3146137

Plan number 001

Plan year 2024

ACK ID 20250718080135NAL0002469122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upward Medical PC's 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 UPWARD MEDICAL PC.

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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