Uplift Family Services 401(k) Plan: Login, Facts & Contact Information

Uplift Family Services 401(k) Plan Facts

Plan name
UPLIFT FAMILY SERVICES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UPLIFT FAMILY SERVICES
Participants
1,473 (960 active employees)
Former employees with a balance
488
Plan assets
$54,567,529 at Dec 31, 2022
Average account balance
$10,913,506 across 5 accounts
Employer contributions
$1,955,319 in plan year 2022 (33% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Jan 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Dec 31, 2022), filed Oct 10, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $5.99 million went into the plan in contributions, $1.96 million of it from the employer (33%).
  • $6.65 million was paid out to participants.
  • Administrative expenses were $158,421, about $31,684 per account.

How the Uplift Family Services 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20171,562$42.3 million$837,453$4.23 million
20181,427$41.2 million$1.75 million$3.70 million
20191,479$51.6 million$1.78 million$3.45 million
20201,491$58.1 million$1.20 million$5.32 million
20211,440$66.3 million$2.19 million$6.44 million
20221,473$54.6 million$1.96 million$6.65 million

Uplift Family Services 401(k) Contact Information

Phone
408-628-5508
Mailing address
251 LLEWELLYN AVENUE, CAMPBELL CA 950081940
Plan sponsor
UPLIFT FAMILY SERVICES
Employer identification number (EIN)
94-2295953
Plan number
005

Questions about the Uplift Family Services 401(k)

Does Uplift Family Services contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $1.96 million, 33% of all contributions.

Does the Uplift Family Services 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Uplift Family Services 401(k) plan?

1,473 participants at the start of plan year 2022, 960 of them active employees, and 488 former employees who still had money in the plan.

What is the average 401(k) balance at Uplift Family Services?

About $10,913,506 per account: $54.6 million in plan assets across 5 accounts with a balance at the end of plan year 2022.

Who manages the Uplift Family Services 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Uplift Family Services. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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