Civic Intelligence

Upton, Cohen & Slamowitz

Plan context: Upton, Cohen & Slamowitz 401K Savings Plan

EIN 11-3069860 • 34 filings • 9 plans

Current Snapshot

Latest Year

2024

2024 Participants

144

2024 Assets

$7,126,506

2024 Contributions

$409,692

Historical Graphs

Total Assets Over Time

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

$7,307,881$3,653,941$0199920132024YearValue
$7,126,506Latest year 2024

Participants Over Time

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

2281140199920122024YearValue
144Latest year 2024

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
20241144$7,126,506$409,692$2,845iApproximate average salary by contribution assumption: employee only about $71,127 at 4% or $47,418 at 6%; with 50% employer match about $47,418 at 4% or $31,612 at 6%; with 100% employer match about $35,564 at 4% or $23,709 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-144$7,126,506$409,692$2,845iApproximate average salary by contribution assumption: employee only about $71,127 at 4% or $47,418 at 6%; with 50% employer match about $47,418 at 4% or $31,612 at 6%; with 100% employer match about $35,564 at 4% or $23,709 at 6%.
20231133$6,995,173$365,257$2,746iApproximate average salary by contribution assumption: employee only about $68,657 at 4% or $45,772 at 6%; with 50% employer match about $45,772 at 4% or $30,514 at 6%; with 100% employer match about $34,329 at 4% or $22,886 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-133$6,995,173$365,257$2,746iApproximate average salary by contribution assumption: employee only about $68,657 at 4% or $45,772 at 6%; with 50% employer match about $45,772 at 4% or $30,514 at 6%; with 100% employer match about $34,329 at 4% or $22,886 at 6%.
20221139$5,909,680$360,129$2,591iApproximate average salary by contribution assumption: employee only about $64,771 at 4% or $43,181 at 6%; with 50% employer match about $43,181 at 4% or $28,787 at 6%; with 100% employer match about $32,386 at 4% or $21,590 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-139$5,909,680$360,129$2,591iApproximate average salary by contribution assumption: employee only about $64,771 at 4% or $43,181 at 6%; with 50% employer match about $43,181 at 4% or $28,787 at 6%; with 100% employer match about $32,386 at 4% or $21,590 at 6%.
20211143$7,307,881$331,807$2,320iApproximate average salary by contribution assumption: employee only about $58,008 at 4% or $38,672 at 6%; with 50% employer match about $38,672 at 4% or $25,781 at 6%; with 100% employer match about $29,004 at 4% or $19,336 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-143$7,307,881$331,807$2,320iApproximate average salary by contribution assumption: employee only about $58,008 at 4% or $38,672 at 6%; with 50% employer match about $38,672 at 4% or $25,781 at 6%; with 100% employer match about $29,004 at 4% or $19,336 at 6%.
20201166$6,311,169$362,614$2,184iApproximate average salary by contribution assumption: employee only about $54,611 at 4% or $36,407 at 6%; with 50% employer match about $36,407 at 4% or $24,271 at 6%; with 100% employer match about $27,305 at 4% or $18,204 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-166$6,311,169$362,614$2,184iApproximate average salary by contribution assumption: employee only about $54,611 at 4% or $36,407 at 6%; with 50% employer match about $36,407 at 4% or $24,271 at 6%; with 100% employer match about $27,305 at 4% or $18,204 at 6%.
20191198$5,331,020$262,347$1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,562 at 4% or $11,042 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-198$5,331,020$262,347$1,325iApproximate average salary by contribution assumption: employee only about $33,125 at 4% or $22,083 at 6%; with 50% employer match about $22,083 at 4% or $14,722 at 6%; with 100% employer match about $16,562 at 4% or $11,042 at 6%.
20181196$4,600,433$456,452$2,329iApproximate average salary by contribution assumption: employee only about $58,221 at 4% or $38,814 at 6%; with 50% employer match about $38,814 at 4% or $25,876 at 6%; with 100% employer match about $29,110 at 4% or $19,407 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-196$4,600,433$456,452$2,329iApproximate average salary by contribution assumption: employee only about $58,221 at 4% or $38,814 at 6%; with 50% employer match about $38,814 at 4% or $25,876 at 6%; with 100% employer match about $29,110 at 4% or $19,407 at 6%.
20171169$5,055,720$267,384$1,582iApproximate average salary by contribution assumption: employee only about $39,554 at 4% or $26,369 at 6%; with 50% employer match about $26,369 at 4% or $17,579 at 6%; with 100% employer match about $19,777 at 4% or $13,185 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-169$5,055,720$267,384$1,582iApproximate average salary by contribution assumption: employee only about $39,554 at 4% or $26,369 at 6%; with 50% employer match about $26,369 at 4% or $17,579 at 6%; with 100% employer match about $19,777 at 4% or $13,185 at 6%.
20161158$4,319,973$294,236$1,862iApproximate average salary by contribution assumption: employee only about $46,556 at 4% or $31,038 at 6%; with 50% employer match about $31,038 at 4% or $20,692 at 6%; with 100% employer match about $23,278 at 4% or $15,519 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-158$4,319,973$294,236$1,862iApproximate average salary by contribution assumption: employee only about $46,556 at 4% or $31,038 at 6%; with 50% employer match about $31,038 at 4% or $20,692 at 6%; with 100% employer match about $23,278 at 4% or $15,519 at 6%.
20152163$4,061,944$533,995$3,276iApproximate average salary by contribution assumption: employee only about $81,901 at 4% or $54,601 at 6%; with 50% employer match about $54,601 at 4% or $36,400 at 6%; with 100% employer match about $40,951 at 4% or $27,300 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-163$4,061,944$533,995$3,276iApproximate average salary by contribution assumption: employee only about $81,901 at 4% or $54,601 at 6%; with 50% employer match about $54,601 at 4% or $36,400 at 6%; with 100% employer match about $40,951 at 4% or $27,300 at 6%.
SELIP & STYLIANOU, LLP EMPLOYEE BENEFITS-114---
20142169$3,852,553$344,714$2,040iApproximate average salary by contribution assumption: employee only about $50,993 at 4% or $33,995 at 6%; with 50% employer match about $33,995 at 4% or $22,664 at 6%; with 100% employer match about $25,497 at 4% or $16,998 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-169$3,852,553$344,714$2,040iApproximate average salary by contribution assumption: employee only about $50,993 at 4% or $33,995 at 6%; with 50% employer match about $33,995 at 4% or $22,664 at 6%; with 100% employer match about $25,497 at 4% or $16,998 at 6%.
SELIP & STYLIANOU, LLP EMPLOYEE BENEFITS-100---
20132192$3,702,388$321,925$1,677iApproximate average salary by contribution assumption: employee only about $41,917 at 4% or $27,945 at 6%; with 50% employer match about $27,945 at 4% or $18,630 at 6%; with 100% employer match about $20,959 at 4% or $13,972 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-192$3,702,388$321,925$1,677iApproximate average salary by contribution assumption: employee only about $41,917 at 4% or $27,945 at 6%; with 50% employer match about $27,945 at 4% or $18,630 at 6%; with 100% employer match about $20,959 at 4% or $13,972 at 6%.
COHEN & SLAMOWITZ, LLP EMPLOYEE BENEFITS PLAN-109---
20122225$3,099,836$322,285$1,432iApproximate average salary by contribution assumption: employee only about $35,809 at 4% or $23,873 at 6%; with 50% employer match about $23,873 at 4% or $15,915 at 6%; with 100% employer match about $17,905 at 4% or $11,936 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-225$3,099,836$322,285$1,432iApproximate average salary by contribution assumption: employee only about $35,809 at 4% or $23,873 at 6%; with 50% employer match about $23,873 at 4% or $15,915 at 6%; with 100% employer match about $17,905 at 4% or $11,936 at 6%.
COHEN & SLAMOWITZ, LLP EMPLOYEE BENEFITS PLAN-101---
20112228$2,628,958$434,036$1,904iApproximate average salary by contribution assumption: employee only about $47,592 at 4% or $31,728 at 6%; with 50% employer match about $31,728 at 4% or $21,152 at 6%; with 100% employer match about $23,796 at 4% or $15,864 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-228$2,628,958$434,036$1,904iApproximate average salary by contribution assumption: employee only about $47,592 at 4% or $31,728 at 6%; with 50% employer match about $31,728 at 4% or $21,152 at 6%; with 100% employer match about $23,796 at 4% or $15,864 at 6%.
COHEN & SLAMOWITZ, LLP EMPLOYEE BENEFITS PLAN-101---
20103212$2,488,312$306,302$1,445iApproximate average salary by contribution assumption: employee only about $36,121 at 4% or $24,080 at 6%; with 50% employer match about $24,080 at 4% or $16,054 at 6%; with 100% employer match about $18,060 at 4% or $12,040 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-212$2,488,312$306,302$1,445iApproximate average salary by contribution assumption: employee only about $36,121 at 4% or $24,080 at 6%; with 50% employer match about $24,080 at 4% or $16,054 at 6%; with 100% employer match about $18,060 at 4% or $12,040 at 6%.
COHEN & SLAMOWITZ, LLP MEDICAL PLAN-108---
COHEN & SLAMOWITZ, LLP DENTAL PLAN-0---
20093213$2,209,742$328,507$1,542iApproximate average salary by contribution assumption: employee only about $38,557 at 4% or $25,705 at 6%; with 50% employer match about $25,705 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,852 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-213$2,209,742$328,507$1,542iApproximate average salary by contribution assumption: employee only about $38,557 at 4% or $25,705 at 6%; with 50% employer match about $25,705 at 4% or $17,137 at 6%; with 100% employer match about $19,279 at 4% or $12,852 at 6%.
COHEN & SLAMOWITZ, LLP DENTAL PLAN-107---
COHEN & SLAMOWITZ, LLP MEDICAL PLAN-105---
20081214$1,968,047$438,065$2,047iApproximate average salary by contribution assumption: employee only about $51,176 at 4% or $34,117 at 6%; with 50% employer match about $34,117 at 4% or $22,745 at 6%; with 100% employer match about $25,588 at 4% or $17,059 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-214$1,968,047$438,065$2,047iApproximate average salary by contribution assumption: employee only about $51,176 at 4% or $34,117 at 6%; with 50% employer match about $34,117 at 4% or $22,745 at 6%; with 100% employer match about $25,588 at 4% or $17,059 at 6%.
20071115$2,476,260$865,742$7,528iApproximate average salary by contribution assumption: employee only about $188,205 at 4% or $125,470 at 6%; with 50% employer match about $125,470 at 4% or $83,647 at 6%; with 100% employer match about $94,102 at 4% or $62,735 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-115$2,476,260$865,742$7,528iApproximate average salary by contribution assumption: employee only about $188,205 at 4% or $125,470 at 6%; with 50% employer match about $125,470 at 4% or $83,647 at 6%; with 100% employer match about $94,102 at 4% or $62,735 at 6%.
20061192$1,593,061$318,057$1,657iApproximate average salary by contribution assumption: employee only about $41,414 at 4% or $27,609 at 6%; with 50% employer match about $27,609 at 4% or $18,406 at 6%; with 100% employer match about $20,707 at 4% or $13,805 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-192$1,593,061$318,057$1,657iApproximate average salary by contribution assumption: employee only about $41,414 at 4% or $27,609 at 6%; with 50% employer match about $27,609 at 4% or $18,406 at 6%; with 100% employer match about $20,707 at 4% or $13,805 at 6%.
20051206$1,494,089$326,738$1,586iApproximate average salary by contribution assumption: employee only about $39,653 at 4% or $26,435 at 6%; with 50% employer match about $26,435 at 4% or $17,623 at 6%; with 100% employer match about $19,826 at 4% or $13,218 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-206$1,494,089$326,738$1,586iApproximate average salary by contribution assumption: employee only about $39,653 at 4% or $26,435 at 6%; with 50% employer match about $26,435 at 4% or $17,623 at 6%; with 100% employer match about $19,826 at 4% or $13,218 at 6%.
2003172$1,034,735$213,144$2,960iApproximate average salary by contribution assumption: employee only about $74,008 at 4% or $49,339 at 6%; with 50% employer match about $49,339 at 4% or $32,893 at 6%; with 100% employer match about $37,004 at 4% or $24,669 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-72$1,034,735$213,144$2,960iApproximate average salary by contribution assumption: employee only about $74,008 at 4% or $49,339 at 6%; with 50% employer match about $49,339 at 4% or $32,893 at 6%; with 100% employer match about $37,004 at 4% or $24,669 at 6%.
20021117$765,691$216,333$1,849iApproximate average salary by contribution assumption: employee only about $46,225 at 4% or $30,817 at 6%; with 50% employer match about $30,817 at 4% or $20,544 at 6%; with 100% employer match about $23,113 at 4% or $15,408 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-117$765,691$216,333$1,849iApproximate average salary by contribution assumption: employee only about $46,225 at 4% or $30,817 at 6%; with 50% employer match about $30,817 at 4% or $20,544 at 6%; with 100% employer match about $23,113 at 4% or $15,408 at 6%.
2001165$0$0-
Upton, Cohen & Slamowitz 401K Savings Plan-65---
2000197$580,842$198,614$2,048iApproximate average salary by contribution assumption: employee only about $51,189 at 4% or $34,126 at 6%; with 50% employer match about $34,126 at 4% or $22,751 at 6%; with 100% employer match about $25,595 at 4% or $17,063 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-97$580,842$198,614$2,048iApproximate average salary by contribution assumption: employee only about $51,189 at 4% or $34,126 at 6%; with 50% employer match about $34,126 at 4% or $22,751 at 6%; with 100% employer match about $25,595 at 4% or $17,063 at 6%.
1999191$532,152$191,584$2,105iApproximate average salary by contribution assumption: employee only about $52,633 at 4% or $35,089 at 6%; with 50% employer match about $35,089 at 4% or $23,392 at 6%; with 100% employer match about $26,316 at 4% or $17,544 at 6%.
Upton, Cohen & Slamowitz 401K Savings Plan-91$532,152$191,584$2,105iApproximate average salary by contribution assumption: employee only about $52,633 at 4% or $35,089 at 6%; with 50% employer match about $35,089 at 4% or $23,392 at 6%; with 100% employer match about $26,316 at 4% or $17,544 at 6%.