Civic Intelligence

Trickle Up Program Inc.

Plan context: Trickle Up 403(B) Plan

EIN 06-1043042 • New York, NY • 17 filings • 1 plans

View Related Profile

31 West 34th St., Suite 7001New York, NY 10001
Current Snapshot

Latest Year

2025

2025 Participants

37

2025 Assets

$3,182,612

2025 Contributions

$222,350

Historical Graphs

Total Assets Over Time

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

$3,182,612$1,591,306$0200920172025YearValue
$3,182,612Latest year 2025

Participants Over Time

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

43220200920172025YearValue
37Latest year 2025

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
2025137$3,182,612$222,350$6,009iApproximate average salary by contribution assumption: employee only about $150,236 at 4% or $100,158 at 6%; with 50% employer match about $100,158 at 4% or $66,772 at 6%; with 100% employer match about $75,118 at 4% or $50,079 at 6%.
Trickle Up 403(B) Plan-37$3,182,612$222,350$6,009iApproximate average salary by contribution assumption: employee only about $150,236 at 4% or $100,158 at 6%; with 50% employer match about $100,158 at 4% or $66,772 at 6%; with 100% employer match about $75,118 at 4% or $50,079 at 6%.
2024136$2,648,276$295,152$8,199iApproximate average salary by contribution assumption: employee only about $204,967 at 4% or $136,644 at 6%; with 50% employer match about $136,644 at 4% or $91,096 at 6%; with 100% employer match about $102,483 at 4% or $68,322 at 6%.
Trickle Up 403(B) Plan-36$2,648,276$295,152$8,199iApproximate average salary by contribution assumption: employee only about $204,967 at 4% or $136,644 at 6%; with 50% employer match about $136,644 at 4% or $91,096 at 6%; with 100% employer match about $102,483 at 4% or $68,322 at 6%.
2023137$2,195,306$251,015$6,784iApproximate average salary by contribution assumption: employee only about $169,605 at 4% or $113,070 at 6%; with 50% employer match about $113,070 at 4% or $75,380 at 6%; with 100% employer match about $84,802 at 4% or $56,535 at 6%.
Trickle Up 403(B) Plan-37$2,195,306$251,015$6,784iApproximate average salary by contribution assumption: employee only about $169,605 at 4% or $113,070 at 6%; with 50% employer match about $113,070 at 4% or $75,380 at 6%; with 100% employer match about $84,802 at 4% or $56,535 at 6%.
2022137$1,776,463$209,628$5,666iApproximate average salary by contribution assumption: employee only about $141,641 at 4% or $94,427 at 6%; with 50% employer match about $94,427 at 4% or $62,951 at 6%; with 100% employer match about $70,820 at 4% or $47,214 at 6%.
Trickle Up 403(B) Plan-37$1,776,463$209,628$5,666iApproximate average salary by contribution assumption: employee only about $141,641 at 4% or $94,427 at 6%; with 50% employer match about $94,427 at 4% or $62,951 at 6%; with 100% employer match about $70,820 at 4% or $47,214 at 6%.
2021138$2,201,502$180,378$4,747iApproximate average salary by contribution assumption: employee only about $118,670 at 4% or $79,113 at 6%; with 50% employer match about $79,113 at 4% or $52,742 at 6%; with 100% employer match about $59,335 at 4% or $39,557 at 6%.
Trickle Up 403(B) Plan-38$2,201,502$180,378$4,747iApproximate average salary by contribution assumption: employee only about $118,670 at 4% or $79,113 at 6%; with 50% employer match about $79,113 at 4% or $52,742 at 6%; with 100% employer match about $59,335 at 4% or $39,557 at 6%.
2020141$2,157,036$217,891$5,314iApproximate average salary by contribution assumption: employee only about $132,860 at 4% or $88,574 at 6%; with 50% employer match about $88,574 at 4% or $59,049 at 6%; with 100% employer match about $66,430 at 4% or $44,287 at 6%.
Trickle Up 403(B) Plan-41$2,157,036$217,891$5,314iApproximate average salary by contribution assumption: employee only about $132,860 at 4% or $88,574 at 6%; with 50% employer match about $88,574 at 4% or $59,049 at 6%; with 100% employer match about $66,430 at 4% or $44,287 at 6%.
2019143$1,673,215$246,803$5,740iApproximate average salary by contribution assumption: employee only about $143,490 at 4% or $95,660 at 6%; with 50% employer match about $95,660 at 4% or $63,773 at 6%; with 100% employer match about $71,745 at 4% or $47,830 at 6%.
Trickle Up 403(B) Plan-43$1,673,215$246,803$5,740iApproximate average salary by contribution assumption: employee only about $143,490 at 4% or $95,660 at 6%; with 50% employer match about $95,660 at 4% or $63,773 at 6%; with 100% employer match about $71,745 at 4% or $47,830 at 6%.
2018143$1,476,899$204,030$4,745iApproximate average salary by contribution assumption: employee only about $118,622 at 4% or $79,081 at 6%; with 50% employer match about $79,081 at 4% or $52,721 at 6%; with 100% employer match about $59,311 at 4% or $39,541 at 6%.
Trickle Up 403(B) Plan-43$1,476,899$204,030$4,745iApproximate average salary by contribution assumption: employee only about $118,622 at 4% or $79,081 at 6%; with 50% employer match about $79,081 at 4% or $52,721 at 6%; with 100% employer match about $59,311 at 4% or $39,541 at 6%.
2017135$1,384,929$179,462$5,127iApproximate average salary by contribution assumption: employee only about $128,187 at 4% or $85,458 at 6%; with 50% employer match about $85,458 at 4% or $56,972 at 6%; with 100% employer match about $64,094 at 4% or $42,729 at 6%.
Trickle Up 403(B) Plan-35$1,384,929$179,462$5,127iApproximate average salary by contribution assumption: employee only about $128,187 at 4% or $85,458 at 6%; with 50% employer match about $85,458 at 4% or $56,972 at 6%; with 100% employer match about $64,094 at 4% or $42,729 at 6%.
2016130$1,015,118$157,403$5,247iApproximate average salary by contribution assumption: employee only about $131,169 at 4% or $87,446 at 6%; with 50% employer match about $87,446 at 4% or $58,297 at 6%; with 100% employer match about $65,585 at 4% or $43,723 at 6%.
Trickle Up 403(B) Plan-30$1,015,118$157,403$5,247iApproximate average salary by contribution assumption: employee only about $131,169 at 4% or $87,446 at 6%; with 50% employer match about $87,446 at 4% or $58,297 at 6%; with 100% employer match about $65,585 at 4% or $43,723 at 6%.
2015127$864,626$100,060$3,706iApproximate average salary by contribution assumption: employee only about $92,648 at 4% or $61,765 at 6%; with 50% employer match about $61,765 at 4% or $41,177 at 6%; with 100% employer match about $46,324 at 4% or $30,883 at 6%.
Trickle Up 403(B) Plan-27$864,626$100,060$3,706iApproximate average salary by contribution assumption: employee only about $92,648 at 4% or $61,765 at 6%; with 50% employer match about $61,765 at 4% or $41,177 at 6%; with 100% employer match about $46,324 at 4% or $30,883 at 6%.
2014127$907,342$90,248$3,343iApproximate average salary by contribution assumption: employee only about $83,563 at 4% or $55,709 at 6%; with 50% employer match about $55,709 at 4% or $37,139 at 6%; with 100% employer match about $41,781 at 4% or $27,854 at 6%.
Trickle Up 403(B) Plan-27$907,342$90,248$3,343iApproximate average salary by contribution assumption: employee only about $83,563 at 4% or $55,709 at 6%; with 50% employer match about $55,709 at 4% or $37,139 at 6%; with 100% employer match about $41,781 at 4% or $27,854 at 6%.
2013128$816,866$133,983$4,785iApproximate average salary by contribution assumption: employee only about $119,628 at 4% or $79,752 at 6%; with 50% employer match about $79,752 at 4% or $53,168 at 6%; with 100% employer match about $59,814 at 4% or $39,876 at 6%.
Trickle Up 403(B) Plan-28$816,866$133,983$4,785iApproximate average salary by contribution assumption: employee only about $119,628 at 4% or $79,752 at 6%; with 50% employer match about $79,752 at 4% or $53,168 at 6%; with 100% employer match about $59,814 at 4% or $39,876 at 6%.
2012128$555,232$135,204$4,829iApproximate average salary by contribution assumption: employee only about $120,718 at 4% or $80,479 at 6%; with 50% employer match about $80,479 at 4% or $53,652 at 6%; with 100% employer match about $60,359 at 4% or $40,239 at 6%.
Trickle Up 403(B) Plan-28$555,232$135,204$4,829iApproximate average salary by contribution assumption: employee only about $120,718 at 4% or $80,479 at 6%; with 50% employer match about $80,479 at 4% or $53,652 at 6%; with 100% employer match about $60,359 at 4% or $40,239 at 6%.
2011124$408,024$158,771$6,615iApproximate average salary by contribution assumption: employee only about $165,386 at 4% or $110,258 at 6%; with 50% employer match about $110,258 at 4% or $73,505 at 6%; with 100% employer match about $82,693 at 4% or $55,129 at 6%.
Trickle Up 403(B) Plan-24$408,024$158,771$6,615iApproximate average salary by contribution assumption: employee only about $165,386 at 4% or $110,258 at 6%; with 50% employer match about $110,258 at 4% or $73,505 at 6%; with 100% employer match about $82,693 at 4% or $55,129 at 6%.
2010123$275,655$122,781$5,338iApproximate average salary by contribution assumption: employee only about $133,458 at 4% or $88,972 at 6%; with 50% employer match about $88,972 at 4% or $59,314 at 6%; with 100% employer match about $66,729 at 4% or $44,486 at 6%.
Trickle Up 403(B) Plan-23$275,655$122,781$5,338iApproximate average salary by contribution assumption: employee only about $133,458 at 4% or $88,972 at 6%; with 50% employer match about $88,972 at 4% or $59,314 at 6%; with 100% employer match about $66,729 at 4% or $44,486 at 6%.
2009121$127,571$106,653$5,079iApproximate average salary by contribution assumption: employee only about $126,968 at 4% or $84,645 at 6%; with 50% employer match about $84,645 at 4% or $56,430 at 6%; with 100% employer match about $63,484 at 4% or $42,323 at 6%.
Trickle Up 403(B) Plan-21$127,571$106,653$5,079iApproximate average salary by contribution assumption: employee only about $126,968 at 4% or $84,645 at 6%; with 50% employer match about $84,645 at 4% or $56,430 at 6%; with 100% employer match about $63,484 at 4% or $42,323 at 6%.