FIRST UP
Plan context: FIRST UP RETIREMENT PLAN
EIN 23-6438144 • Philadelphia, PA • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
42
2024 Assets
$2,284,233
2024 Contributions
$182,859
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 42 | $2,284,233 | $182,859 | $4,354iApproximate average salary by contribution assumption: employee only about $108,845 at 4% or $72,563 at 6%; with 50% employer match about $72,563 at 4% or $48,375 at 6%; with 100% employer match about $54,422 at 4% or $36,282 at 6%. |
| FIRST UP RETIREMENT PLAN | - | 42 | $2,284,233 | $182,859 | $4,354iApproximate average salary by contribution assumption: employee only about $108,845 at 4% or $72,563 at 6%; with 50% employer match about $72,563 at 4% or $48,375 at 6%; with 100% employer match about $54,422 at 4% or $36,282 at 6%. |
| 2023 | 1 | 44 | $2,072,241 | $161,368 | $3,667iApproximate average salary by contribution assumption: employee only about $91,686 at 4% or $61,124 at 6%; with 50% employer match about $61,124 at 4% or $40,749 at 6%; with 100% employer match about $45,843 at 4% or $30,562 at 6%. |
| FIRST UP RETIREMENT PLAN | - | 44 | $2,072,241 | $161,368 | $3,667iApproximate average salary by contribution assumption: employee only about $91,686 at 4% or $61,124 at 6%; with 50% employer match about $61,124 at 4% or $40,749 at 6%; with 100% employer match about $45,843 at 4% or $30,562 at 6%. |
| 2022 | 1 | 30 | $1,679,289 | $169,551 | $5,652iApproximate average salary by contribution assumption: employee only about $141,293 at 4% or $94,195 at 6%; with 50% employer match about $94,195 at 4% or $62,797 at 6%; with 100% employer match about $70,646 at 4% or $47,098 at 6%. |
| FIRST UP RETIREMENT PLAN | - | 30 | $1,679,289 | $169,551 | $5,652iApproximate average salary by contribution assumption: employee only about $141,293 at 4% or $94,195 at 6%; with 50% employer match about $94,195 at 4% or $62,797 at 6%; with 100% employer match about $70,646 at 4% or $47,098 at 6%. |
| 2021 | 1 | 29 | $1,762,156 | $176,465 | $6,085iApproximate average salary by contribution assumption: employee only about $152,125 at 4% or $101,417 at 6%; with 50% employer match about $101,417 at 4% or $67,611 at 6%; with 100% employer match about $76,063 at 4% or $50,708 at 6%. |
| FIRST UP RETIREMENT PLAN | - | 29 | $1,762,156 | $176,465 | $6,085iApproximate average salary by contribution assumption: employee only about $152,125 at 4% or $101,417 at 6%; with 50% employer match about $101,417 at 4% or $67,611 at 6%; with 100% employer match about $76,063 at 4% or $50,708 at 6%. |
| 2020 | 1 | 27 | $1,491,042 | $157,843 | $5,846iApproximate average salary by contribution assumption: employee only about $146,151 at 4% or $97,434 at 6%; with 50% employer match about $97,434 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%. |
| FIRST UP RETIREMENT PLAN | - | 27 | $1,491,042 | $157,843 | $5,846iApproximate average salary by contribution assumption: employee only about $146,151 at 4% or $97,434 at 6%; with 50% employer match about $97,434 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%. |
| 2019 | 1 | 23 | $1,251,354 | $107,887 | $4,691iApproximate average salary by contribution assumption: employee only about $117,268 at 4% or $78,179 at 6%; with 50% employer match about $78,179 at 4% or $52,119 at 6%; with 100% employer match about $58,634 at 4% or $39,089 at 6%. |
| FIRST UP RETIREMENT PLAN | - | 23 | $1,251,354 | $107,887 | $4,691iApproximate average salary by contribution assumption: employee only about $117,268 at 4% or $78,179 at 6%; with 50% employer match about $78,179 at 4% or $52,119 at 6%; with 100% employer match about $58,634 at 4% or $39,089 at 6%. |
| 2018 | 1 | 24 | $1,085,213 | $105,130 | $4,380iApproximate average salary by contribution assumption: employee only about $109,510 at 4% or $73,007 at 6%; with 50% employer match about $73,007 at 4% or $48,671 at 6%; with 100% employer match about $54,755 at 4% or $36,503 at 6%. |
| FIRST UP RETIREMENT PLAN | - | 24 | $1,085,213 | $105,130 | $4,380iApproximate average salary by contribution assumption: employee only about $109,510 at 4% or $73,007 at 6%; with 50% employer match about $73,007 at 4% or $48,671 at 6%; with 100% employer match about $54,755 at 4% or $36,503 at 6%. |
| 2017 | 1 | 22 | $1,248,353 | $117,920 | $5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%. |
| DVAEYC RETIREMENT PLAN | - | 22 | $1,248,353 | $117,920 | $5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%. |
| 2016 | 1 | 23 | $1,087,663 | $122,782 | $5,338iApproximate average salary by contribution assumption: employee only about $133,459 at 4% or $88,972 at 6%; with 50% employer match about $88,972 at 4% or $59,315 at 6%; with 100% employer match about $66,729 at 4% or $44,486 at 6%. |
| DVAEYC RETIREMENT PLAN | - | 23 | $1,087,663 | $122,782 | $5,338iApproximate average salary by contribution assumption: employee only about $133,459 at 4% or $88,972 at 6%; with 50% employer match about $88,972 at 4% or $59,315 at 6%; with 100% employer match about $66,729 at 4% or $44,486 at 6%. |
| 2015 | 1 | 25 | $1,119,756 | $127,130 | $5,085iApproximate average salary by contribution assumption: employee only about $127,130 at 4% or $84,753 at 6%; with 50% employer match about $84,753 at 4% or $56,502 at 6%; with 100% employer match about $63,565 at 4% or $42,377 at 6%. |
| DVAEYC RETIREMENT PLAN | - | 25 | $1,119,756 | $127,130 | $5,085iApproximate average salary by contribution assumption: employee only about $127,130 at 4% or $84,753 at 6%; with 50% employer match about $84,753 at 4% or $56,502 at 6%; with 100% employer match about $63,565 at 4% or $42,377 at 6%. |
| 2014 | 1 | 27 | $1,120,603 | $123,777 | $4,584iApproximate average salary by contribution assumption: employee only about $114,608 at 4% or $76,406 at 6%; with 50% employer match about $76,406 at 4% or $50,937 at 6%; with 100% employer match about $57,304 at 4% or $38,203 at 6%. |
| DVAEYC RETIREMENT PLAN | - | 27 | $1,120,603 | $123,777 | $4,584iApproximate average salary by contribution assumption: employee only about $114,608 at 4% or $76,406 at 6%; with 50% employer match about $76,406 at 4% or $50,937 at 6%; with 100% employer match about $57,304 at 4% or $38,203 at 6%. |
| 2013 | 1 | 34 | $973,949 | $104,905 | $3,085iApproximate average salary by contribution assumption: employee only about $77,136 at 4% or $51,424 at 6%; with 50% employer match about $51,424 at 4% or $34,283 at 6%; with 100% employer match about $38,568 at 4% or $25,712 at 6%. |
| DVAEYC RETIREMENT PLAN | - | 34 | $973,949 | $104,905 | $3,085iApproximate average salary by contribution assumption: employee only about $77,136 at 4% or $51,424 at 6%; with 50% employer match about $51,424 at 4% or $34,283 at 6%; with 100% employer match about $38,568 at 4% or $25,712 at 6%. |
| 2012 | 1 | 25 | $748,413 | $94,304 | $3,772iApproximate average salary by contribution assumption: employee only about $94,304 at 4% or $62,869 at 6%; with 50% employer match about $62,869 at 4% or $41,913 at 6%; with 100% employer match about $47,152 at 4% or $31,435 at 6%. |
| DVAEYC RETIREMENT PLAN | - | 25 | $748,413 | $94,304 | $3,772iApproximate average salary by contribution assumption: employee only about $94,304 at 4% or $62,869 at 6%; with 50% employer match about $62,869 at 4% or $41,913 at 6%; with 100% employer match about $47,152 at 4% or $31,435 at 6%. |
| 2011 | 1 | 26 | $610,194 | $101,561 | $3,906iApproximate average salary by contribution assumption: employee only about $97,655 at 4% or $65,103 at 6%; with 50% employer match about $65,103 at 4% or $43,402 at 6%; with 100% employer match about $48,827 at 4% or $32,552 at 6%. |
| DVAEYC RETIREMENT PLAN | - | 26 | $610,194 | $101,561 | $3,906iApproximate average salary by contribution assumption: employee only about $97,655 at 4% or $65,103 at 6%; with 50% employer match about $65,103 at 4% or $43,402 at 6%; with 100% employer match about $48,827 at 4% or $32,552 at 6%. |
| 2010 | 1 | 31 | $616,524 | $79,435 | $2,562iApproximate average salary by contribution assumption: employee only about $64,060 at 4% or $42,707 at 6%; with 50% employer match about $42,707 at 4% or $28,471 at 6%; with 100% employer match about $32,030 at 4% or $21,353 at 6%. |
| DVAEYC 403(B) DC PLAN | - | 31 | $616,524 | $79,435 | $2,562iApproximate average salary by contribution assumption: employee only about $64,060 at 4% or $42,707 at 6%; with 50% employer match about $42,707 at 4% or $28,471 at 6%; with 100% employer match about $32,030 at 4% or $21,353 at 6%. |
| 2009 | 1 | 31 | $496,387 | $58,733 | $1,895iApproximate average salary by contribution assumption: employee only about $47,365 at 4% or $31,577 at 6%; with 50% employer match about $31,577 at 4% or $21,051 at 6%; with 100% employer match about $23,683 at 4% or $15,788 at 6%. |
| DVAEYC 403(B) DC PLAN | - | 31 | $496,387 | $58,733 | $1,895iApproximate average salary by contribution assumption: employee only about $47,365 at 4% or $31,577 at 6%; with 50% employer match about $31,577 at 4% or $21,051 at 6%; with 100% employer match about $23,683 at 4% or $15,788 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| DVAEYC DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| DVAEYC DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| DVAEYC DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| DVAEYC DEFINEN CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| DVAEYC DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| OVAEYC DEFINED CONTRIBUTION RETIREMENT PLA N | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| DVAEYC DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |