Upton Enterprises Inc.
Plan context: Upton Enterprises Inc. 401K Profit Sharing Plan
EIN 04-2747171 • South Deerfield, MA • 11 filings • 7 plans
Current Snapshot
Latest Year
2009
2009 Participants
4
2009 Assets
$116,023
2009 Contributions
$5,044
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 4 | $116,023 | $5,044 | $1,261iApproximate average salary by contribution assumption: employee only about $31,525 at 4% or $21,017 at 6%; with 50% employer match about $21,017 at 4% or $14,011 at 6%; with 100% employer match about $15,763 at 4% or $10,508 at 6%. |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 4 | $116,023 | $5,044 | $1,261iApproximate average salary by contribution assumption: employee only about $31,525 at 4% or $21,017 at 6%; with 50% employer match about $21,017 at 4% or $14,011 at 6%; with 100% employer match about $15,763 at 4% or $10,508 at 6%. |
| 2007 | 1 | 4 | $110,846 | $5,087 | $1,272iApproximate average salary by contribution assumption: employee only about $31,794 at 4% or $21,196 at 6%; with 50% employer match about $21,196 at 4% or $14,131 at 6%; with 100% employer match about $15,897 at 4% or $10,598 at 6%. |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 4 | $110,846 | $5,087 | $1,272iApproximate average salary by contribution assumption: employee only about $31,794 at 4% or $21,196 at 6%; with 50% employer match about $21,196 at 4% or $14,131 at 6%; with 100% employer match about $15,897 at 4% or $10,598 at 6%. |
| 2006 | 1 | 5 | $319,303 | $37,463 | $7,493iApproximate average salary by contribution assumption: employee only about $187,315 at 4% or $124,877 at 6%; with 50% employer match about $124,877 at 4% or $83,251 at 6%; with 100% employer match about $93,658 at 4% or $62,438 at 6%. |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 5 | $319,303 | $37,463 | $7,493iApproximate average salary by contribution assumption: employee only about $187,315 at 4% or $124,877 at 6%; with 50% employer match about $124,877 at 4% or $83,251 at 6%; with 100% employer match about $93,658 at 4% or $62,438 at 6%. |
| 2005 | 1 | 6 | $1,348,852 | $72,456 | $12,076iApproximate average salary by contribution assumption: employee only about $301,900 at 4% or $201,267 at 6%; with 50% employer match about $201,267 at 4% or $134,178 at 6%; with 100% employer match about $150,950 at 4% or $100,633 at 6%. |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 6 | $1,348,852 | $72,456 | $12,076iApproximate average salary by contribution assumption: employee only about $301,900 at 4% or $201,267 at 6%; with 50% employer match about $201,267 at 4% or $134,178 at 6%; with 100% employer match about $150,950 at 4% or $100,633 at 6%. |
| 2004 | 1 | 6 | $1,210,661 | $43,244 | $7,207iApproximate average salary by contribution assumption: employee only about $180,183 at 4% or $120,122 at 6%; with 50% employer match about $120,122 at 4% or $80,081 at 6%; with 100% employer match about $90,092 at 4% or $60,061 at 6%. |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 6 | $1,210,661 | $43,244 | $7,207iApproximate average salary by contribution assumption: employee only about $180,183 at 4% or $120,122 at 6%; with 50% employer match about $120,122 at 4% or $80,081 at 6%; with 100% employer match about $90,092 at 4% or $60,061 at 6%. |
| 2003 | 1 | 5 | $0 | $0 | - |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 5 | - | - | - |
| 2002 | 2 | 6 | $0 | $0 | - |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 5 | - | - | - |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 7 | $913,625 | $83,914 | $11,988iApproximate average salary by contribution assumption: employee only about $299,693 at 4% or $199,795 at 6%; with 50% employer match about $199,795 at 4% or $133,197 at 6%; with 100% employer match about $149,846 at 4% or $99,898 at 6%. |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 7 | $913,625 | $83,914 | $11,988iApproximate average salary by contribution assumption: employee only about $299,693 at 4% or $199,795 at 6%; with 50% employer match about $199,795 at 4% or $133,197 at 6%; with 100% employer match about $149,846 at 4% or $99,898 at 6%. |
| 1999 | 1 | 9 | $1,234,194 | $94,152 | $10,461iApproximate average salary by contribution assumption: employee only about $261,533 at 4% or $174,356 at 6%; with 50% employer match about $174,356 at 4% or $116,237 at 6%; with 100% employer match about $130,767 at 4% or $87,178 at 6%. |
| Upton Enterprises Inc. 401K Profit Sharing Plan | - | 9 | $1,234,194 | $94,152 | $10,461iApproximate average salary by contribution assumption: employee only about $261,533 at 4% or $174,356 at 6%; with 50% employer match about $174,356 at 4% or $116,237 at 6%; with 100% employer match about $130,767 at 4% or $87,178 at 6%. |