Civic Intelligence

Upstate Breaker Wholesale Supp

Plan context: Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust

EIN 26-4015964 • Caledonia, NY • 11 filings • 2 plans

1 Technology PlCaledonia, NY 14423-1246
Current Snapshot

Latest Year

2025

2025 Participants

36

2025 Assets

$1,804,560

2025 Contributions

$222,424

Historical Graphs

Total Assets Over Time

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

$1,804,560$902,280$0201520212025YearValue
$1,804,560Latest year 2025

Participants Over Time

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

42210201520202025YearValue
36Latest 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
2025136$1,804,560$222,424$6,178iApproximate average salary by contribution assumption: employee only about $154,461 at 4% or $102,974 at 6%; with 50% employer match about $102,974 at 4% or $68,649 at 6%; with 100% employer match about $77,231 at 4% or $51,487 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-36$1,804,560$222,424$6,178iApproximate average salary by contribution assumption: employee only about $154,461 at 4% or $102,974 at 6%; with 50% employer match about $102,974 at 4% or $68,649 at 6%; with 100% employer match about $77,231 at 4% or $51,487 at 6%.
2024138$1,475,117$227,611$5,990iApproximate average salary by contribution assumption: employee only about $149,744 at 4% or $99,829 at 6%; with 50% employer match about $99,829 at 4% or $66,553 at 6%; with 100% employer match about $74,872 at 4% or $49,915 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-38$1,475,117$227,611$5,990iApproximate average salary by contribution assumption: employee only about $149,744 at 4% or $99,829 at 6%; with 50% employer match about $99,829 at 4% or $66,553 at 6%; with 100% employer match about $74,872 at 4% or $49,915 at 6%.
2023142$1,119,924$198,219$4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-42$1,119,924$198,219$4,720iApproximate average salary by contribution assumption: employee only about $117,988 at 4% or $78,658 at 6%; with 50% employer match about $78,658 at 4% or $52,439 at 6%; with 100% employer match about $58,994 at 4% or $39,329 at 6%.
2022136$805,845$149,902$4,164iApproximate average salary by contribution assumption: employee only about $104,099 at 4% or $69,399 at 6%; with 50% employer match about $69,399 at 4% or $46,266 at 6%; with 100% employer match about $52,049 at 4% or $34,700 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-36$805,845$149,902$4,164iApproximate average salary by contribution assumption: employee only about $104,099 at 4% or $69,399 at 6%; with 50% employer match about $69,399 at 4% or $46,266 at 6%; with 100% employer match about $52,049 at 4% or $34,700 at 6%.
2021138$894,818$119,732$3,151iApproximate average salary by contribution assumption: employee only about $78,771 at 4% or $52,514 at 6%; with 50% employer match about $52,514 at 4% or $35,009 at 6%; with 100% employer match about $39,386 at 4% or $26,257 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-38$894,818$119,732$3,151iApproximate average salary by contribution assumption: employee only about $78,771 at 4% or $52,514 at 6%; with 50% employer match about $52,514 at 4% or $35,009 at 6%; with 100% employer match about $39,386 at 4% or $26,257 at 6%.
2020134$702,406$109,070$3,208iApproximate average salary by contribution assumption: employee only about $80,199 at 4% or $53,466 at 6%; with 50% employer match about $53,466 at 4% or $35,644 at 6%; with 100% employer match about $40,099 at 4% or $26,733 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-34$702,406$109,070$3,208iApproximate average salary by contribution assumption: employee only about $80,199 at 4% or $53,466 at 6%; with 50% employer match about $53,466 at 4% or $35,644 at 6%; with 100% employer match about $40,099 at 4% or $26,733 at 6%.
2019132$595,522$102,379$3,199iApproximate average salary by contribution assumption: employee only about $79,984 at 4% or $53,322 at 6%; with 50% employer match about $53,322 at 4% or $35,548 at 6%; with 100% employer match about $39,992 at 4% or $26,661 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-32$595,522$102,379$3,199iApproximate average salary by contribution assumption: employee only about $79,984 at 4% or $53,322 at 6%; with 50% employer match about $53,322 at 4% or $35,548 at 6%; with 100% employer match about $39,992 at 4% or $26,661 at 6%.
2018129$0$0-
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-29$0--
2017128$295,159$86,838$3,101iApproximate average salary by contribution assumption: employee only about $77,534 at 4% or $51,689 at 6%; with 50% employer match about $51,689 at 4% or $34,460 at 6%; with 100% employer match about $38,767 at 4% or $25,845 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-28$295,159$86,838$3,101iApproximate average salary by contribution assumption: employee only about $77,534 at 4% or $51,689 at 6%; with 50% employer match about $51,689 at 4% or $34,460 at 6%; with 100% employer match about $38,767 at 4% or $25,845 at 6%.
2016126$179,242$63,190$2,430iApproximate average salary by contribution assumption: employee only about $60,760 at 4% or $40,506 at 6%; with 50% employer match about $40,506 at 4% or $27,004 at 6%; with 100% employer match about $30,380 at 4% or $20,253 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-26$179,242$63,190$2,430iApproximate average salary by contribution assumption: employee only about $60,760 at 4% or $40,506 at 6%; with 50% employer match about $40,506 at 4% or $27,004 at 6%; with 100% employer match about $30,380 at 4% or $20,253 at 6%.
2015124$108,632$116,510$4,855iApproximate average salary by contribution assumption: employee only about $121,365 at 4% or $80,910 at 6%; with 50% employer match about $80,910 at 4% or $53,940 at 6%; with 100% employer match about $60,682 at 4% or $40,455 at 6%.
Upstate Breaker Wholesale Supp 401(K) Profit Sharing Plan & Trust-24$108,632$116,510$4,855iApproximate average salary by contribution assumption: employee only about $121,365 at 4% or $80,910 at 6%; with 50% employer match about $80,910 at 4% or $53,940 at 6%; with 100% employer match about $60,682 at 4% or $40,455 at 6%.