Upserve 401(k) Plan (terminated 2022): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2022. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Upserve 401(k) Plan Facts (plan year 2022)

Plan name
UPSERVE RETIRMENT TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UPSERVE
Participants
152
Former employees with a balance
0
Recordkeeper
Decimal Inc.
Plan year
Jan 1, 2022 – Dec 31, 2022
Plan established
Apr 1, 2014
✓ 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 5, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $1.56 million was paid out to participants.

How the Upserve 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017175$1.42 million—$14,190
2018208$1.89 million—$182,410
2019289$2.80 million$0$688,068
2020342$3.42 million—$577,306
2021211$1.73 million—$2.19 million
2022 (final)152$0—$1.56 million

Upserve 401(k) Contact Information

Phone
774-225-8878
Mailing address
10 DORRANCE STREET, 3RD FLOOR, PROVIDENCE RI 02903
Plan sponsor
UPSERVE
Employer identification number (EIN)
32-0289981
Plan number
001

Questions about the Upserve 401(k)

Is the Upserve 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2022.

Does Upserve contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Upserve 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Upserve 401(k) plan?

152 participants at the start of plan year 2022.

Who manages the Upserve 401(k) accounts?

DECIMAL INC. is the plan's recordkeeper, which is where participants log in to see their balance.

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