How big is Upstream CPA'S, LLP's plan?

Upstream CPA'S, LLP's plan reported $35K in assets and 3 participants for 2024.

Original filing (PDF)20250718152018NAL0002891552001

Upstream CPA'S, LLP

Name: Upstream CPA'S, LLP — Upstream CPA'S, LLP 401(k), Form 5500 (2024)
Creator: Upstream CPA'S, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstream CPA'S, LLP 401(k) Plan

401(k) retirement plan · Upstream CPA'S, LLP's Upstream CPA'S, LLP 401(k) Plan held $35K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Marcus Bowie signed Upstream CPA'S, LLP's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Upstream CPA'S, LLP's EIN is 84-4100313.

EIN 84-4100313

Plan number 001

Plan year 2024

ACK ID 20250718152018NAL0002891552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstream CPA'S, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstream CPA'S, LLP'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 UPSTREAM CPA'S, LLP.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

UPSTREAM CPA'S, LLP

EIN

all filings

Address

50 LAKEFRONT BLVD · SUITE 215 · BUFFALO, NY · 14202

Phone

(585) 768-8530

Industry

CPA Offices· Professional & Technical Services

Plan administrator