Civic Intelligence

Upstate Tarheels Inc.

Plan context: Upstate Tarheels Inc. 401(K) Plan

EIN 26-4644216 • 16 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$1,315,017

2024 Contributions

$111,936

Historical Graphs

Total Assets Over Time

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

$1,315,017$657,509$0200920172024YearValue
$1,315,017Latest year 2024

Participants Over Time

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

98490200920172024YearValue
64Latest 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
2024164$1,315,017$111,936$1,749iApproximate average salary by contribution assumption: employee only about $43,725 at 4% or $29,150 at 6%; with 50% employer match about $29,150 at 4% or $19,433 at 6%; with 100% employer match about $21,863 at 4% or $14,575 at 6%.
Upstate Tarheels Inc. 401(K) Plan-64$1,315,017$111,936$1,749iApproximate average salary by contribution assumption: employee only about $43,725 at 4% or $29,150 at 6%; with 50% employer match about $29,150 at 4% or $19,433 at 6%; with 100% employer match about $21,863 at 4% or $14,575 at 6%.
2023159$1,105,975$112,959$1,915iApproximate average salary by contribution assumption: employee only about $47,864 at 4% or $31,909 at 6%; with 50% employer match about $31,909 at 4% or $21,273 at 6%; with 100% employer match about $23,932 at 4% or $15,955 at 6%.
Upstate Tarheels Inc. 401(K) Plan-59$1,105,975$112,959$1,915iApproximate average salary by contribution assumption: employee only about $47,864 at 4% or $31,909 at 6%; with 50% employer match about $31,909 at 4% or $21,273 at 6%; with 100% employer match about $23,932 at 4% or $15,955 at 6%.
2022198$922,236$103,915$1,060iApproximate average salary by contribution assumption: employee only about $26,509 at 4% or $17,673 at 6%; with 50% employer match about $17,673 at 4% or $11,782 at 6%; with 100% employer match about $13,254 at 4% or $8,836 at 6%.
Upstate Tarheels Inc. 401(K) Plan-98$922,236$103,915$1,060iApproximate average salary by contribution assumption: employee only about $26,509 at 4% or $17,673 at 6%; with 50% employer match about $17,673 at 4% or $11,782 at 6%; with 100% employer match about $13,254 at 4% or $8,836 at 6%.
2021151$933,922$105,302$2,065iApproximate average salary by contribution assumption: employee only about $51,619 at 4% or $34,412 at 6%; with 50% employer match about $34,412 at 4% or $22,942 at 6%; with 100% employer match about $25,809 at 4% or $17,206 at 6%.
Upstate Tarheels Inc. 401(K) Plan-51$933,922$105,302$2,065iApproximate average salary by contribution assumption: employee only about $51,619 at 4% or $34,412 at 6%; with 50% employer match about $34,412 at 4% or $22,942 at 6%; with 100% employer match about $25,809 at 4% or $17,206 at 6%.
2020168$780,024$91,667$1,348iApproximate average salary by contribution assumption: employee only about $33,701 at 4% or $22,467 at 6%; with 50% employer match about $22,467 at 4% or $14,978 at 6%; with 100% employer match about $16,851 at 4% or $11,234 at 6%.
Upstate Tarheels Inc. 401(K) Plan-68$780,024$91,667$1,348iApproximate average salary by contribution assumption: employee only about $33,701 at 4% or $22,467 at 6%; with 50% employer match about $22,467 at 4% or $14,978 at 6%; with 100% employer match about $16,851 at 4% or $11,234 at 6%.
2019156$653,249$81,994$1,464iApproximate average salary by contribution assumption: employee only about $36,604 at 4% or $24,403 at 6%; with 50% employer match about $24,403 at 4% or $16,269 at 6%; with 100% employer match about $18,302 at 4% or $12,201 at 6%.
Upstate Tarheels Inc. 401(K) Plan-56$653,249$81,994$1,464iApproximate average salary by contribution assumption: employee only about $36,604 at 4% or $24,403 at 6%; with 50% employer match about $24,403 at 4% or $16,269 at 6%; with 100% employer match about $18,302 at 4% or $12,201 at 6%.
2018147$545,466$71,066$1,512iApproximate average salary by contribution assumption: employee only about $37,801 at 4% or $25,201 at 6%; with 50% employer match about $25,201 at 4% or $16,800 at 6%; with 100% employer match about $18,901 at 4% or $12,600 at 6%.
Upstate Tarheels Inc. 401(K) Plan-47$545,466$71,066$1,512iApproximate average salary by contribution assumption: employee only about $37,801 at 4% or $25,201 at 6%; with 50% employer match about $25,201 at 4% or $16,800 at 6%; with 100% employer match about $18,901 at 4% or $12,600 at 6%.
2017132$327,843$16,610$519iApproximate average salary by contribution assumption: employee only about $12,977 at 4% or $8,651 at 6%; with 50% employer match about $8,651 at 4% or $5,767 at 6%; with 100% employer match about $6,488 at 4% or $4,326 at 6%.
Upstate Tarheels Inc. 401(K) Plan-32$327,843$16,610$519iApproximate average salary by contribution assumption: employee only about $12,977 at 4% or $8,651 at 6%; with 50% employer match about $8,651 at 4% or $5,767 at 6%; with 100% employer match about $6,488 at 4% or $4,326 at 6%.
2016124$220,264$9,892$412iApproximate average salary by contribution assumption: employee only about $10,304 at 4% or $6,869 at 6%; with 50% employer match about $6,869 at 4% or $4,580 at 6%; with 100% employer match about $5,152 at 4% or $3,435 at 6%.
Upstate Tarheels Inc. 401(K) Plan-24$220,264$9,892$412iApproximate average salary by contribution assumption: employee only about $10,304 at 4% or $6,869 at 6%; with 50% employer match about $6,869 at 4% or $4,580 at 6%; with 100% employer match about $5,152 at 4% or $3,435 at 6%.
2015121$167,675$8,094$385iApproximate average salary by contribution assumption: employee only about $9,636 at 4% or $6,424 at 6%; with 50% employer match about $6,424 at 4% or $4,283 at 6%; with 100% employer match about $4,818 at 4% or $3,212 at 6%.
Upstate Tarheels Inc. 401(K) Plan-21$167,675$8,094$385iApproximate average salary by contribution assumption: employee only about $9,636 at 4% or $6,424 at 6%; with 50% employer match about $6,424 at 4% or $4,283 at 6%; with 100% employer match about $4,818 at 4% or $3,212 at 6%.
2014119$215,317$6,048$318iApproximate average salary by contribution assumption: employee only about $7,958 at 4% or $5,305 at 6%; with 50% employer match about $5,305 at 4% or $3,537 at 6%; with 100% employer match about $3,979 at 4% or $2,653 at 6%.
Upstate Tarheels Inc. 401(K) Plan-19$215,317$6,048$318iApproximate average salary by contribution assumption: employee only about $7,958 at 4% or $5,305 at 6%; with 50% employer match about $5,305 at 4% or $3,537 at 6%; with 100% employer match about $3,979 at 4% or $2,653 at 6%.
2013119$231,207$0-
Upstate Tarheels Inc. 401(K) Plan-19$231,207--
2012111$177,689$0-
Upstate Tarheels Inc. 401(K) Plan-11$177,689--
2011111$313,348$0-
Upstate Tarheels Inc. 401(K) Plan-11$313,348--
201013$198,864$0-
Upstate Tarheels Inc. 401(K) Plan-3$198,864--
200911$139,305$139,305$139,305iApproximate average salary by contribution assumption: employee only about $3,482,625 at 4% or $2,321,750 at 6%; with 50% employer match about $2,321,750 at 4% or $1,547,833 at 6%; with 100% employer match about $1,741,313 at 4% or $1,160,875 at 6%.
Upstate Tarheels Inc. 401(K) Plan-1$139,305$139,305$139,305iApproximate average salary by contribution assumption: employee only about $3,482,625 at 4% or $2,321,750 at 6%; with 50% employer match about $2,321,750 at 4% or $1,547,833 at 6%; with 100% employer match about $1,741,313 at 4% or $1,160,875 at 6%.