Upton & Hatfield LLP
Plan context: Upton & Hatfield LLP Profit Sharing Plan
EIN 02-0218790 • Concord, NH • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$14,124,050
2024 Contributions
$573,714
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 49 | $14,124,050 | $573,714 | $11,708iApproximate average salary by contribution assumption: employee only about $292,711 at 4% or $195,141 at 6%; with 50% employer match about $195,141 at 4% or $130,094 at 6%; with 100% employer match about $146,356 at 4% or $97,570 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 49 | $14,124,050 | $573,714 | $11,708iApproximate average salary by contribution assumption: employee only about $292,711 at 4% or $195,141 at 6%; with 50% employer match about $195,141 at 4% or $130,094 at 6%; with 100% employer match about $146,356 at 4% or $97,570 at 6%. |
| 2023 | 1 | 48 | $12,608,823 | $490,933 | $10,228iApproximate average salary by contribution assumption: employee only about $255,694 at 4% or $170,463 at 6%; with 50% employer match about $170,463 at 4% or $113,642 at 6%; with 100% employer match about $127,847 at 4% or $85,231 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 48 | $12,608,823 | $490,933 | $10,228iApproximate average salary by contribution assumption: employee only about $255,694 at 4% or $170,463 at 6%; with 50% employer match about $170,463 at 4% or $113,642 at 6%; with 100% employer match about $127,847 at 4% or $85,231 at 6%. |
| 2022 | 1 | 45 | $12,649,111 | $454,787 | $10,106iApproximate average salary by contribution assumption: employee only about $252,659 at 4% or $168,440 at 6%; with 50% employer match about $168,440 at 4% or $112,293 at 6%; with 100% employer match about $126,330 at 4% or $84,220 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 45 | $12,649,111 | $454,787 | $10,106iApproximate average salary by contribution assumption: employee only about $252,659 at 4% or $168,440 at 6%; with 50% employer match about $168,440 at 4% or $112,293 at 6%; with 100% employer match about $126,330 at 4% or $84,220 at 6%. |
| 2021 | 1 | 48 | $16,706,124 | $602,263 | $12,547iApproximate average salary by contribution assumption: employee only about $313,679 at 4% or $209,119 at 6%; with 50% employer match about $209,119 at 4% or $139,413 at 6%; with 100% employer match about $156,839 at 4% or $104,560 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 48 | $16,706,124 | $602,263 | $12,547iApproximate average salary by contribution assumption: employee only about $313,679 at 4% or $209,119 at 6%; with 50% employer match about $209,119 at 4% or $139,413 at 6%; with 100% employer match about $156,839 at 4% or $104,560 at 6%. |
| 2020 | 1 | 49 | $14,519,208 | $437,093 | $8,920iApproximate average salary by contribution assumption: employee only about $223,007 at 4% or $148,671 at 6%; with 50% employer match about $148,671 at 4% or $99,114 at 6%; with 100% employer match about $111,503 at 4% or $74,336 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 49 | $14,519,208 | $437,093 | $8,920iApproximate average salary by contribution assumption: employee only about $223,007 at 4% or $148,671 at 6%; with 50% employer match about $148,671 at 4% or $99,114 at 6%; with 100% employer match about $111,503 at 4% or $74,336 at 6%. |
| 2019 | 1 | 49 | $12,545,705 | $482,355 | $9,844iApproximate average salary by contribution assumption: employee only about $246,099 at 4% or $164,066 at 6%; with 50% employer match about $164,066 at 4% or $109,378 at 6%; with 100% employer match about $123,050 at 4% or $82,033 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 49 | $12,545,705 | $482,355 | $9,844iApproximate average salary by contribution assumption: employee only about $246,099 at 4% or $164,066 at 6%; with 50% employer match about $164,066 at 4% or $109,378 at 6%; with 100% employer match about $123,050 at 4% or $82,033 at 6%. |
| 2018 | 1 | 51 | $12,685,854 | $304,249 | $5,966iApproximate average salary by contribution assumption: employee only about $149,142 at 4% or $99,428 at 6%; with 50% employer match about $99,428 at 4% or $66,285 at 6%; with 100% employer match about $74,571 at 4% or $49,714 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 51 | $12,685,854 | $304,249 | $5,966iApproximate average salary by contribution assumption: employee only about $149,142 at 4% or $99,428 at 6%; with 50% employer match about $99,428 at 4% or $66,285 at 6%; with 100% employer match about $74,571 at 4% or $49,714 at 6%. |
| 2017 | 1 | 45 | $14,205,320 | $515,965 | $11,466iApproximate average salary by contribution assumption: employee only about $286,647 at 4% or $191,098 at 6%; with 50% employer match about $191,098 at 4% or $127,399 at 6%; with 100% employer match about $143,324 at 4% or $95,549 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 45 | $14,205,320 | $515,965 | $11,466iApproximate average salary by contribution assumption: employee only about $286,647 at 4% or $191,098 at 6%; with 50% employer match about $191,098 at 4% or $127,399 at 6%; with 100% employer match about $143,324 at 4% or $95,549 at 6%. |
| 2016 | 1 | 32 | $12,995,289 | $461,112 | $14,410iApproximate average salary by contribution assumption: employee only about $360,244 at 4% or $240,163 at 6%; with 50% employer match about $240,163 at 4% or $160,108 at 6%; with 100% employer match about $180,122 at 4% or $120,081 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 32 | $12,995,289 | $461,112 | $14,410iApproximate average salary by contribution assumption: employee only about $360,244 at 4% or $240,163 at 6%; with 50% employer match about $240,163 at 4% or $160,108 at 6%; with 100% employer match about $180,122 at 4% or $120,081 at 6%. |
| 2015 | 1 | 32 | $12,120,335 | $502,841 | $15,714iApproximate average salary by contribution assumption: employee only about $392,845 at 4% or $261,896 at 6%; with 50% employer match about $261,896 at 4% or $174,598 at 6%; with 100% employer match about $196,422 at 4% or $130,948 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 32 | $12,120,335 | $502,841 | $15,714iApproximate average salary by contribution assumption: employee only about $392,845 at 4% or $261,896 at 6%; with 50% employer match about $261,896 at 4% or $174,598 at 6%; with 100% employer match about $196,422 at 4% or $130,948 at 6%. |
| 2014 | 1 | 46 | $13,946,633 | $466,561 | $10,143iApproximate average salary by contribution assumption: employee only about $253,566 at 4% or $169,044 at 6%; with 50% employer match about $169,044 at 4% or $112,696 at 6%; with 100% employer match about $126,783 at 4% or $84,522 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 46 | $13,946,633 | $466,561 | $10,143iApproximate average salary by contribution assumption: employee only about $253,566 at 4% or $169,044 at 6%; with 50% employer match about $169,044 at 4% or $112,696 at 6%; with 100% employer match about $126,783 at 4% or $84,522 at 6%. |
| 2013 | 1 | 38 | $12,978,011 | $469,203 | $12,347iApproximate average salary by contribution assumption: employee only about $308,686 at 4% or $205,791 at 6%; with 50% employer match about $205,791 at 4% or $137,194 at 6%; with 100% employer match about $154,343 at 4% or $102,895 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 38 | $12,978,011 | $469,203 | $12,347iApproximate average salary by contribution assumption: employee only about $308,686 at 4% or $205,791 at 6%; with 50% employer match about $205,791 at 4% or $137,194 at 6%; with 100% employer match about $154,343 at 4% or $102,895 at 6%. |
| 2012 | 1 | 38 | $11,249,096 | $487,686 | $12,834iApproximate average salary by contribution assumption: employee only about $320,846 at 4% or $213,897 at 6%; with 50% employer match about $213,897 at 4% or $142,598 at 6%; with 100% employer match about $160,423 at 4% or $106,949 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 38 | $11,249,096 | $487,686 | $12,834iApproximate average salary by contribution assumption: employee only about $320,846 at 4% or $213,897 at 6%; with 50% employer match about $213,897 at 4% or $142,598 at 6%; with 100% employer match about $160,423 at 4% or $106,949 at 6%. |
| 2011 | 1 | 39 | $10,058,886 | $467,154 | $11,978iApproximate average salary by contribution assumption: employee only about $299,458 at 4% or $199,638 at 6%; with 50% employer match about $199,638 at 4% or $133,092 at 6%; with 100% employer match about $149,729 at 4% or $99,819 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 39 | $10,058,886 | $467,154 | $11,978iApproximate average salary by contribution assumption: employee only about $299,458 at 4% or $199,638 at 6%; with 50% employer match about $199,638 at 4% or $133,092 at 6%; with 100% employer match about $149,729 at 4% or $99,819 at 6%. |
| 2010 | 1 | 37 | $9,693,975 | $542,705 | $14,668iApproximate average salary by contribution assumption: employee only about $366,693 at 4% or $244,462 at 6%; with 50% employer match about $244,462 at 4% or $162,974 at 6%; with 100% employer match about $183,346 at 4% or $122,231 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 37 | $9,693,975 | $542,705 | $14,668iApproximate average salary by contribution assumption: employee only about $366,693 at 4% or $244,462 at 6%; with 50% employer match about $244,462 at 4% or $162,974 at 6%; with 100% employer match about $183,346 at 4% or $122,231 at 6%. |
| 2009 | 1 | 40 | $9,184,309 | $337,846 | $8,446iApproximate average salary by contribution assumption: employee only about $211,154 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,577 at 4% or $70,385 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 40 | $9,184,309 | $337,846 | $8,446iApproximate average salary by contribution assumption: employee only about $211,154 at 4% or $140,769 at 6%; with 50% employer match about $140,769 at 4% or $93,846 at 6%; with 100% employer match about $105,577 at 4% or $70,385 at 6%. |
| 2008 | 1 | 41 | $0 | $0 | - |
| Upton & Hatfield LLP Profit Sharing Plan | - | 41 | - | - | - |
| 2007 | 1 | 38 | $10,458,415 | $408,981 | $10,763iApproximate average salary by contribution assumption: employee only about $269,066 at 4% or $179,378 at 6%; with 50% employer match about $179,378 at 4% or $119,585 at 6%; with 100% employer match about $134,533 at 4% or $89,689 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 38 | $10,458,415 | $408,981 | $10,763iApproximate average salary by contribution assumption: employee only about $269,066 at 4% or $179,378 at 6%; with 50% employer match about $179,378 at 4% or $119,585 at 6%; with 100% employer match about $134,533 at 4% or $89,689 at 6%. |
| 2006 | 1 | 42 | $10,139,200 | $521,635 | $12,420iApproximate average salary by contribution assumption: employee only about $310,497 at 4% or $206,998 at 6%; with 50% employer match about $206,998 at 4% or $137,999 at 6%; with 100% employer match about $155,249 at 4% or $103,499 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 42 | $10,139,200 | $521,635 | $12,420iApproximate average salary by contribution assumption: employee only about $310,497 at 4% or $206,998 at 6%; with 50% employer match about $206,998 at 4% or $137,999 at 6%; with 100% employer match about $155,249 at 4% or $103,499 at 6%. |
| 2005 | 1 | 41 | $9,150,123 | $383,008 | $9,342iApproximate average salary by contribution assumption: employee only about $233,541 at 4% or $155,694 at 6%; with 50% employer match about $155,694 at 4% or $103,796 at 6%; with 100% employer match about $116,771 at 4% or $77,847 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 41 | $9,150,123 | $383,008 | $9,342iApproximate average salary by contribution assumption: employee only about $233,541 at 4% or $155,694 at 6%; with 50% employer match about $155,694 at 4% or $103,796 at 6%; with 100% employer match about $116,771 at 4% or $77,847 at 6%. |
| 2004 | 1 | 36 | $8,391,484 | $314,301 | $8,731iApproximate average salary by contribution assumption: employee only about $218,265 at 4% or $145,510 at 6%; with 50% employer match about $145,510 at 4% or $97,006 at 6%; with 100% employer match about $109,132 at 4% or $72,755 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 36 | $8,391,484 | $314,301 | $8,731iApproximate average salary by contribution assumption: employee only about $218,265 at 4% or $145,510 at 6%; with 50% employer match about $145,510 at 4% or $97,006 at 6%; with 100% employer match about $109,132 at 4% or $72,755 at 6%. |
| 2003 | 1 | 34 | $7,601,826 | $359,663 | $10,578iApproximate average salary by contribution assumption: employee only about $264,458 at 4% or $176,305 at 6%; with 50% employer match about $176,305 at 4% or $117,537 at 6%; with 100% employer match about $132,229 at 4% or $88,153 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 34 | $7,601,826 | $359,663 | $10,578iApproximate average salary by contribution assumption: employee only about $264,458 at 4% or $176,305 at 6%; with 50% employer match about $176,305 at 4% or $117,537 at 6%; with 100% employer match about $132,229 at 4% or $88,153 at 6%. |
| 2002 | 1 | 36 | $6,008,781 | $353,102 | $9,808iApproximate average salary by contribution assumption: employee only about $245,210 at 4% or $163,473 at 6%; with 50% employer match about $163,473 at 4% or $108,982 at 6%; with 100% employer match about $122,605 at 4% or $81,737 at 6%. |
| Upton & Hatfield LLP Profit Sharing Plan | - | 36 | $6,008,781 | $353,102 | $9,808iApproximate average salary by contribution assumption: employee only about $245,210 at 4% or $163,473 at 6%; with 50% employer match about $163,473 at 4% or $108,982 at 6%; with 100% employer match about $122,605 at 4% or $81,737 at 6%. |
| 2001 | 2 | 36 | $0 | $0 | - |
| Upton & Hatfield LLP Profit Sharing Plan | - | 36 | - | - | - |
| UPTON, SANDERS & SMITH DEFINED CONTRIBUTION PENSION PLAN | - | 36 | - | - | - |
| 2000 | 2 | 22 | $0 | $0 | - |
| Upton & Hatfield LLP Profit Sharing Plan | - | 22 | - | - | - |
| UPTON, SANDERS, & SMITH DEFINED CONTRIBUTION PENSION PLAN | - | 22 | - | - | - |