| Entity Name: | UPSIDE HEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 28 Dec 2020 |
| Business ALEI: | 1370981 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 541618 - Other Management Consulting Services |
| Business address: | 222 Main Street, FARMINGTON, CT, 06032, United States |
| Mailing address: | 222 Main Street, 145, FARMINGTON, CT, United States, 06032 |
| ZIP code: | 06032 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | CHRISTINE@THEUPSIDEEFFECT.COM |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UPSIDE HEALTH ADVISORS, LLC 401(K) PLAN | 2023 | 861239753 | 2024-07-31 | UPSIDE HEALTH ADVISORS, LLC | 2 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-31 |
| Name of individual signing | CHRISTINE ARNOLD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-07-31 |
| Name of individual signing | CHRISTINE ARNOLD |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8603056628 |
| Plan sponsor’s address | 222 MAIN STREET, SUITE 145, FARMINGTON, CT, 06032 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-31 |
| Name of individual signing | CHRISTINE ARNOLD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| CHRISTINE ARNOLD | Agent | 222 Main Street, 145, FARMINGTON, CT, 06032, United States | 222 Main Street, 145, FARMINGTON, CT, 06032, United States | +1 860-305-6628 | christine@theupsideeffect.com | 102 KNOLLWOOD ROAD, FARMINGTON, CT, 06013, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| CHRISTINE ARNOLD | Officer | 222 Main Street, 145, 66 EQUESTRIAN ESTATES, Farmington, CT, 06032, United States | +1 860-305-6628 | christine@theupsideeffect.com | 102 KNOLLWOOD ROAD, FARMINGTON, CT, 06013, United States |
| JEFFREY HOGAN | Officer | 222 Main Street, 145, 66 EQUESTRIAN ESTATES, Farmington, CT, 06032, United States | No data | No data | 66 EQUESTRIAN ESTATES, 66 EQUESTRIAN ESTATES, BURLINGTON, CT, 06013, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012405159 | 2024-04-01 | No data | Annual Report | Annual Report | No data |
| BF-0011504824 | 2023-03-30 | No data | Annual Report | Annual Report | No data |
| BF-0010285739 | 2022-08-15 | No data | Annual Report | Annual Report | 2022 |
| BF-0010167237 | 2021-12-15 | No data | Change of Business Address | Business Address Change | No data |
| BF-0009779099 | 2021-06-29 | No data | Annual Report | Annual Report | No data |
| 0007045084 | 2020-12-28 | 2020-12-28 | Business Formation | Certificate of Organization | No data |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
