Civic Intelligence

Upstate Utilities Inc

Plan context: Upstate Utilities Inc 401K Profit Sharing Plan & Trust

EIN 16-1522145 • Rochester, NY • 20 filings • 7 plans

20 Transport DriveRochester, NY 14623-3518
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$25,582

2015 Contributions

$200

Historical Graphs

Total Assets Over Time

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

$730,340$365,170$0199920082015YearValue
$25,582Latest year 2015

Participants Over Time

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

40200199920082015YearValue
2Latest year 2015

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
201522$25,582$0-
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-2$25,582$0-
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-0$0$0-
201413$238,492$0-
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-3$238,492$0-
201316$620,687$0-
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-6$620,687$0-
201217$545,010$200$29iApproximate average salary by contribution assumption: employee only about $714 at 4% or $476 at 6%; with 50% employer match about $476 at 4% or $317 at 6%; with 100% employer match about $357 at 4% or $238 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-7$545,010$200$29iApproximate average salary by contribution assumption: employee only about $714 at 4% or $476 at 6%; with 50% employer match about $476 at 4% or $317 at 6%; with 100% employer match about $357 at 4% or $238 at 6%.
2011110$581,974$73,493$7,349iApproximate average salary by contribution assumption: employee only about $183,733 at 4% or $122,488 at 6%; with 50% employer match about $122,488 at 4% or $81,659 at 6%; with 100% employer match about $91,866 at 4% or $61,244 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-10$581,974$73,493$7,349iApproximate average salary by contribution assumption: employee only about $183,733 at 4% or $122,488 at 6%; with 50% employer match about $122,488 at 4% or $81,659 at 6%; with 100% employer match about $91,866 at 4% or $61,244 at 6%.
2010114$730,340$112,006$8,000iApproximate average salary by contribution assumption: employee only about $200,011 at 4% or $133,340 at 6%; with 50% employer match about $133,340 at 4% or $88,894 at 6%; with 100% employer match about $100,005 at 4% or $66,670 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-14$730,340$112,006$8,000iApproximate average salary by contribution assumption: employee only about $200,011 at 4% or $133,340 at 6%; with 50% employer match about $133,340 at 4% or $88,894 at 6%; with 100% employer match about $100,005 at 4% or $66,670 at 6%.
2009115$666,250$115,486$7,699iApproximate average salary by contribution assumption: employee only about $192,477 at 4% or $128,318 at 6%; with 50% employer match about $128,318 at 4% or $85,545 at 6%; with 100% employer match about $96,238 at 4% or $64,159 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-15$666,250$115,486$7,699iApproximate average salary by contribution assumption: employee only about $192,477 at 4% or $128,318 at 6%; with 50% employer match about $128,318 at 4% or $85,545 at 6%; with 100% employer match about $96,238 at 4% or $64,159 at 6%.
2008112$481,553$104,906$8,742iApproximate average salary by contribution assumption: employee only about $218,554 at 4% or $145,703 at 6%; with 50% employer match about $145,703 at 4% or $97,135 at 6%; with 100% employer match about $109,277 at 4% or $72,851 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-12$481,553$104,906$8,742iApproximate average salary by contribution assumption: employee only about $218,554 at 4% or $145,703 at 6%; with 50% employer match about $145,703 at 4% or $97,135 at 6%; with 100% employer match about $109,277 at 4% or $72,851 at 6%.
2007111$541,084$125,879$11,444iApproximate average salary by contribution assumption: employee only about $286,089 at 4% or $190,726 at 6%; with 50% employer match about $190,726 at 4% or $127,151 at 6%; with 100% employer match about $143,044 at 4% or $95,363 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-11$541,084$125,879$11,444iApproximate average salary by contribution assumption: employee only about $286,089 at 4% or $190,726 at 6%; with 50% employer match about $190,726 at 4% or $127,151 at 6%; with 100% employer match about $143,044 at 4% or $95,363 at 6%.
2006120$558,304$119,694$5,985iApproximate average salary by contribution assumption: employee only about $149,618 at 4% or $99,745 at 6%; with 50% employer match about $99,745 at 4% or $66,497 at 6%; with 100% employer match about $74,809 at 4% or $49,873 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-20$558,304$119,694$5,985iApproximate average salary by contribution assumption: employee only about $149,618 at 4% or $99,745 at 6%; with 50% employer match about $99,745 at 4% or $66,497 at 6%; with 100% employer match about $74,809 at 4% or $49,873 at 6%.
2005128$400,750$125,247$4,473iApproximate average salary by contribution assumption: employee only about $111,828 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,701 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-28$400,750$125,247$4,473iApproximate average salary by contribution assumption: employee only about $111,828 at 4% or $74,552 at 6%; with 50% employer match about $74,552 at 4% or $49,701 at 6%; with 100% employer match about $55,914 at 4% or $37,276 at 6%.
2004127$297,614$73,708$2,730iApproximate average salary by contribution assumption: employee only about $68,248 at 4% or $45,499 at 6%; with 50% employer match about $45,499 at 4% or $30,333 at 6%; with 100% employer match about $34,124 at 4% or $22,749 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-27$297,614$73,708$2,730iApproximate average salary by contribution assumption: employee only about $68,248 at 4% or $45,499 at 6%; with 50% employer match about $45,499 at 4% or $30,333 at 6%; with 100% employer match about $34,124 at 4% or $22,749 at 6%.
200310$0$0-
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-0---
2002128$161,620$81,953$2,927iApproximate average salary by contribution assumption: employee only about $73,172 at 4% or $48,782 at 6%; with 50% employer match about $48,782 at 4% or $32,521 at 6%; with 100% employer match about $36,586 at 4% or $24,391 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-28$161,620$81,953$2,927iApproximate average salary by contribution assumption: employee only about $73,172 at 4% or $48,782 at 6%; with 50% employer match about $48,782 at 4% or $32,521 at 6%; with 100% employer match about $36,586 at 4% or $24,391 at 6%.
2001240$0$0-
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-19---
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-40---
200019$13,961$0-
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-9$13,961--
1999211$27,178$12,524$1,139iApproximate average salary by contribution assumption: employee only about $28,464 at 4% or $18,976 at 6%; with 50% employer match about $18,976 at 4% or $12,651 at 6%; with 100% employer match about $14,232 at 4% or $9,488 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-11$13,988$12,524$1,139iApproximate average salary by contribution assumption: employee only about $28,464 at 4% or $18,976 at 6%; with 50% employer match about $18,976 at 4% or $12,651 at 6%; with 100% employer match about $14,232 at 4% or $9,488 at 6%.
Upstate Utilities Inc 401K Profit Sharing Plan & Trust-3$13,190--