Civic Intelligence

Upper Falls Beverage Store Inc.

Plan context: Upper Falls 401K Retirement Plan

EIN 04-2029408 • Newton Upper Falls, MA • 25 filings • 2 plans

150 Needham StreetNewton Upper Falls, MA 02464
Current Snapshot

Latest Year

2023

2023 Participants

42

2023 Assets

$3,990,736

2023 Contributions

$113,419

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,990,736$1,995,368$0199920142023YearValue
$3,990,736Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

85430199920112023YearValue
42Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023142$3,990,736$113,419$2,700iApproximate average salary by contribution assumption: employee only about $67,511 at 4% or $45,008 at 6%; with 50% employer match about $45,008 at 4% or $30,005 at 6%; with 100% employer match about $33,756 at 4% or $22,504 at 6%.
Upper Falls 401K Retirement Plan-42$3,990,736$113,419$2,700iApproximate average salary by contribution assumption: employee only about $67,511 at 4% or $45,008 at 6%; with 50% employer match about $45,008 at 4% or $30,005 at 6%; with 100% employer match about $33,756 at 4% or $22,504 at 6%.
2022144$3,304,402$218,134$4,958iApproximate average salary by contribution assumption: employee only about $123,940 at 4% or $82,627 at 6%; with 50% employer match about $82,627 at 4% or $55,084 at 6%; with 100% employer match about $61,970 at 4% or $41,313 at 6%.
Upper Falls 401K Retirement Plan-44$3,304,402$218,134$4,958iApproximate average salary by contribution assumption: employee only about $123,940 at 4% or $82,627 at 6%; with 50% employer match about $82,627 at 4% or $55,084 at 6%; with 100% employer match about $61,970 at 4% or $41,313 at 6%.
2021162$2,779,339$116,896$1,885iApproximate average salary by contribution assumption: employee only about $47,135 at 4% or $31,424 at 6%; with 50% employer match about $31,424 at 4% or $20,949 at 6%; with 100% employer match about $23,568 at 4% or $15,712 at 6%.
Upper Falls 401K Retirement Plan-62$2,779,339$116,896$1,885iApproximate average salary by contribution assumption: employee only about $47,135 at 4% or $31,424 at 6%; with 50% employer match about $31,424 at 4% or $20,949 at 6%; with 100% employer match about $23,568 at 4% or $15,712 at 6%.
2020158$3,753,045$116,274$2,005iApproximate average salary by contribution assumption: employee only about $50,118 at 4% or $33,412 at 6%; with 50% employer match about $33,412 at 4% or $22,275 at 6%; with 100% employer match about $25,059 at 4% or $16,706 at 6%.
Upper Falls 401K Retirement Plan-58$3,753,045$116,274$2,005iApproximate average salary by contribution assumption: employee only about $50,118 at 4% or $33,412 at 6%; with 50% employer match about $33,412 at 4% or $22,275 at 6%; with 100% employer match about $25,059 at 4% or $16,706 at 6%.
2019170$3,120,061$111,574$1,594iApproximate average salary by contribution assumption: employee only about $39,848 at 4% or $26,565 at 6%; with 50% employer match about $26,565 at 4% or $17,710 at 6%; with 100% employer match about $19,924 at 4% or $13,283 at 6%.
Upper Falls 401K Retirement Plan-70$3,120,061$111,574$1,594iApproximate average salary by contribution assumption: employee only about $39,848 at 4% or $26,565 at 6%; with 50% employer match about $26,565 at 4% or $17,710 at 6%; with 100% employer match about $19,924 at 4% or $13,283 at 6%.
2018152$3,080,059$102,567$1,972iApproximate average salary by contribution assumption: employee only about $49,311 at 4% or $32,874 at 6%; with 50% employer match about $32,874 at 4% or $21,916 at 6%; with 100% employer match about $24,656 at 4% or $16,437 at 6%.
Upper Falls 401K Retirement Plan-52$3,080,059$102,567$1,972iApproximate average salary by contribution assumption: employee only about $49,311 at 4% or $32,874 at 6%; with 50% employer match about $32,874 at 4% or $21,916 at 6%; with 100% employer match about $24,656 at 4% or $16,437 at 6%.
2017161$3,081,077$103,468$1,696iApproximate average salary by contribution assumption: employee only about $42,405 at 4% or $28,270 at 6%; with 50% employer match about $28,270 at 4% or $18,847 at 6%; with 100% employer match about $21,202 at 4% or $14,135 at 6%.
Upper Falls 401K Retirement Plan-61$3,081,077$103,468$1,696iApproximate average salary by contribution assumption: employee only about $42,405 at 4% or $28,270 at 6%; with 50% employer match about $28,270 at 4% or $18,847 at 6%; with 100% employer match about $21,202 at 4% or $14,135 at 6%.
2016185$2,732,188$119,300$1,404iApproximate average salary by contribution assumption: employee only about $35,088 at 4% or $23,392 at 6%; with 50% employer match about $23,392 at 4% or $15,595 at 6%; with 100% employer match about $17,544 at 4% or $11,696 at 6%.
Upper Falls 401K Retirement Plan-85$2,732,188$119,300$1,404iApproximate average salary by contribution assumption: employee only about $35,088 at 4% or $23,392 at 6%; with 50% employer match about $23,392 at 4% or $15,595 at 6%; with 100% employer match about $17,544 at 4% or $11,696 at 6%.
2015170$2,271,731$63,278$904iApproximate average salary by contribution assumption: employee only about $22,599 at 4% or $15,066 at 6%; with 50% employer match about $15,066 at 4% or $10,044 at 6%; with 100% employer match about $11,300 at 4% or $7,533 at 6%.
Upper Falls 401K Retirement Plan-70$2,271,731$63,278$904iApproximate average salary by contribution assumption: employee only about $22,599 at 4% or $15,066 at 6%; with 50% employer match about $15,066 at 4% or $10,044 at 6%; with 100% employer match about $11,300 at 4% or $7,533 at 6%.
2014126$1,979,363$114,656$4,410iApproximate average salary by contribution assumption: employee only about $110,246 at 4% or $73,497 at 6%; with 50% employer match about $73,497 at 4% or $48,998 at 6%; with 100% employer match about $55,123 at 4% or $36,749 at 6%.
Upper Falls 401K Retirement Plan-26$1,979,363$114,656$4,410iApproximate average salary by contribution assumption: employee only about $110,246 at 4% or $73,497 at 6%; with 50% employer match about $73,497 at 4% or $48,998 at 6%; with 100% employer match about $55,123 at 4% or $36,749 at 6%.
2013129$2,440,533$123,795$4,269iApproximate average salary by contribution assumption: employee only about $106,720 at 4% or $71,147 at 6%; with 50% employer match about $71,147 at 4% or $47,431 at 6%; with 100% employer match about $53,360 at 4% or $35,573 at 6%.
Upper Falls 401K Retirement Plan-29$2,440,533$123,795$4,269iApproximate average salary by contribution assumption: employee only about $106,720 at 4% or $71,147 at 6%; with 50% employer match about $71,147 at 4% or $47,431 at 6%; with 100% employer match about $53,360 at 4% or $35,573 at 6%.
2012129$2,108,677$329,537$11,363iApproximate average salary by contribution assumption: employee only about $284,084 at 4% or $189,389 at 6%; with 50% employer match about $189,389 at 4% or $126,259 at 6%; with 100% employer match about $142,042 at 4% or $94,695 at 6%.
Upper Falls 401K Retirement Plan-29$2,108,677$329,537$11,363iApproximate average salary by contribution assumption: employee only about $284,084 at 4% or $189,389 at 6%; with 50% employer match about $189,389 at 4% or $126,259 at 6%; with 100% employer match about $142,042 at 4% or $94,695 at 6%.
2011127$1,569,917$149,113$5,523iApproximate average salary by contribution assumption: employee only about $138,068 at 4% or $92,045 at 6%; with 50% employer match about $92,045 at 4% or $61,363 at 6%; with 100% employer match about $69,034 at 4% or $46,023 at 6%.
Upper Falls 401K Retirement Plan-27$1,569,917$149,113$5,523iApproximate average salary by contribution assumption: employee only about $138,068 at 4% or $92,045 at 6%; with 50% employer match about $92,045 at 4% or $61,363 at 6%; with 100% employer match about $69,034 at 4% or $46,023 at 6%.
2010121$1,234,202$165,005$7,857iApproximate average salary by contribution assumption: employee only about $196,435 at 4% or $130,956 at 6%; with 50% employer match about $130,956 at 4% or $87,304 at 6%; with 100% employer match about $98,217 at 4% or $65,478 at 6%.
Upper Falls 401K Retirement Plan-21$1,234,202$165,005$7,857iApproximate average salary by contribution assumption: employee only about $196,435 at 4% or $130,956 at 6%; with 50% employer match about $130,956 at 4% or $87,304 at 6%; with 100% employer match about $98,217 at 4% or $65,478 at 6%.
2009118$1,104,459$122,271$6,793iApproximate average salary by contribution assumption: employee only about $169,821 at 4% or $113,214 at 6%; with 50% employer match about $113,214 at 4% or $75,476 at 6%; with 100% employer match about $84,910 at 4% or $56,607 at 6%.
Upper Falls 401K Retirement Plan-18$1,104,459$122,271$6,793iApproximate average salary by contribution assumption: employee only about $169,821 at 4% or $113,214 at 6%; with 50% employer match about $113,214 at 4% or $75,476 at 6%; with 100% employer match about $84,910 at 4% or $56,607 at 6%.
2008122$0$0-
Upper Falls 401K Retirement Plan-22---
2007123$0$0-
Upper Falls 401K Retirement Plan-23---
2006124$910,511$131,543$5,481iApproximate average salary by contribution assumption: employee only about $137,024 at 4% or $91,349 at 6%; with 50% employer match about $91,349 at 4% or $60,900 at 6%; with 100% employer match about $68,512 at 4% or $45,675 at 6%.
Upper Falls 401K Retirement Plan-24$910,511$131,543$5,481iApproximate average salary by contribution assumption: employee only about $137,024 at 4% or $91,349 at 6%; with 50% employer match about $91,349 at 4% or $60,900 at 6%; with 100% employer match about $68,512 at 4% or $45,675 at 6%.
2005117$0$0-
Upper Falls 401K Retirement Plan-17---
2004125$555,466$86,141$3,446iApproximate average salary by contribution assumption: employee only about $86,141 at 4% or $57,427 at 6%; with 50% employer match about $57,427 at 4% or $38,285 at 6%; with 100% employer match about $43,071 at 4% or $28,714 at 6%.
Upper Falls 401K Retirement Plan-25$555,466$86,141$3,446iApproximate average salary by contribution assumption: employee only about $86,141 at 4% or $57,427 at 6%; with 50% employer match about $57,427 at 4% or $38,285 at 6%; with 100% employer match about $43,071 at 4% or $28,714 at 6%.
2003121$0$0-
Upper Falls 401K Retirement Plan-21---
2002120$244,367$92,621$4,631iApproximate average salary by contribution assumption: employee only about $115,776 at 4% or $77,184 at 6%; with 50% employer match about $77,184 at 4% or $51,456 at 6%; with 100% employer match about $57,888 at 4% or $38,592 at 6%.
Upper Falls 401K Retirement Plan-20$244,367$92,621$4,631iApproximate average salary by contribution assumption: employee only about $115,776 at 4% or $77,184 at 6%; with 50% employer match about $77,184 at 4% or $51,456 at 6%; with 100% employer match about $57,888 at 4% or $38,592 at 6%.
2001122$162,532$95,222$4,328iApproximate average salary by contribution assumption: employee only about $108,207 at 4% or $72,138 at 6%; with 50% employer match about $72,138 at 4% or $48,092 at 6%; with 100% employer match about $54,103 at 4% or $36,069 at 6%.
Upper Falls 401K Retirement Plan-22$162,532$95,222$4,328iApproximate average salary by contribution assumption: employee only about $108,207 at 4% or $72,138 at 6%; with 50% employer match about $72,138 at 4% or $48,092 at 6%; with 100% employer match about $54,103 at 4% or $36,069 at 6%.
2000119$0$0-
Upper Falls 401K Retirement Plan-19---
1999116$58,065$28,381$1,774iApproximate average salary by contribution assumption: employee only about $44,345 at 4% or $29,564 at 6%; with 50% employer match about $29,564 at 4% or $19,709 at 6%; with 100% employer match about $22,173 at 4% or $14,782 at 6%.
Upper Falls 401K Retirement Plan-16$58,065$28,381$1,774iApproximate average salary by contribution assumption: employee only about $44,345 at 4% or $29,564 at 6%; with 50% employer match about $29,564 at 4% or $19,709 at 6%; with 100% employer match about $22,173 at 4% or $14,782 at 6%.