Civic Intelligence

Ulupono Initiative LLC

Plan context: Ui 401(K) Plan

EIN 26-4725183 • Los Gatos, CA • 16 filings • 3 plans

720 University Avenue, Suite 110Los Gatos, CA 95032
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$3,909,940

2024 Contributions

$345,245

Historical Graphs

Total Assets Over Time

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

$4,327,447$2,163,724$0200920172024YearValue
$3,909,940Latest year 2024

Participants Over Time

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

28140200920172024YearValue
28Latest 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
2024128$3,909,940$345,245$12,330iApproximate average salary by contribution assumption: employee only about $308,254 at 4% or $205,503 at 6%; with 50% employer match about $205,503 at 4% or $137,002 at 6%; with 100% employer match about $154,127 at 4% or $102,751 at 6%.
Ui 401(K) Plan-28$3,909,940$345,245$12,330iApproximate average salary by contribution assumption: employee only about $308,254 at 4% or $205,503 at 6%; with 50% employer match about $205,503 at 4% or $137,002 at 6%; with 100% employer match about $154,127 at 4% or $102,751 at 6%.
2023128$3,369,054$314,289$11,225iApproximate average salary by contribution assumption: employee only about $280,615 at 4% or $187,077 at 6%; with 50% employer match about $187,077 at 4% or $124,718 at 6%; with 100% employer match about $140,308 at 4% or $93,538 at 6%.
Ui 401(K) Plan-28$3,369,054$314,289$11,225iApproximate average salary by contribution assumption: employee only about $280,615 at 4% or $187,077 at 6%; with 50% employer match about $187,077 at 4% or $124,718 at 6%; with 100% employer match about $140,308 at 4% or $93,538 at 6%.
2022127$3,238,286$262,232$9,712iApproximate average salary by contribution assumption: employee only about $242,807 at 4% or $161,872 at 6%; with 50% employer match about $161,872 at 4% or $107,914 at 6%; with 100% employer match about $121,404 at 4% or $80,936 at 6%.
Ui 401(K) Plan-27$3,238,286$262,232$9,712iApproximate average salary by contribution assumption: employee only about $242,807 at 4% or $161,872 at 6%; with 50% employer match about $161,872 at 4% or $107,914 at 6%; with 100% employer match about $121,404 at 4% or $80,936 at 6%.
2021126$4,327,447$112,115$4,312iApproximate average salary by contribution assumption: employee only about $107,803 at 4% or $71,869 at 6%; with 50% employer match about $71,869 at 4% or $47,912 at 6%; with 100% employer match about $53,901 at 4% or $35,934 at 6%.
Ui 401(K) Plan-26$4,327,447$112,115$4,312iApproximate average salary by contribution assumption: employee only about $107,803 at 4% or $71,869 at 6%; with 50% employer match about $71,869 at 4% or $47,912 at 6%; with 100% employer match about $53,901 at 4% or $35,934 at 6%.
2020120$3,769,270$274,820$13,741iApproximate average salary by contribution assumption: employee only about $343,525 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,508 at 6%.
Ui 401(K) Plan-20$3,769,270$274,820$13,741iApproximate average salary by contribution assumption: employee only about $343,525 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,508 at 6%.
2019120$3,420,375$251,785$12,589iApproximate average salary by contribution assumption: employee only about $314,731 at 4% or $209,821 at 6%; with 50% employer match about $209,821 at 4% or $139,881 at 6%; with 100% employer match about $157,366 at 4% or $104,910 at 6%.
Ui 401(K) Plan-20$3,420,375$251,785$12,589iApproximate average salary by contribution assumption: employee only about $314,731 at 4% or $209,821 at 6%; with 50% employer match about $209,821 at 4% or $139,881 at 6%; with 100% employer match about $157,366 at 4% or $104,910 at 6%.
2018119$2,635,136$270,721$14,248iApproximate average salary by contribution assumption: employee only about $356,212 at 4% or $237,475 at 6%; with 50% employer match about $237,475 at 4% or $158,316 at 6%; with 100% employer match about $178,106 at 4% or $118,737 at 6%.
Ui 401(K) Plan-19$2,635,136$270,721$14,248iApproximate average salary by contribution assumption: employee only about $356,212 at 4% or $237,475 at 6%; with 50% employer match about $237,475 at 4% or $158,316 at 6%; with 100% employer match about $178,106 at 4% or $118,737 at 6%.
2017118$2,631,719$262,167$14,565iApproximate average salary by contribution assumption: employee only about $364,121 at 4% or $242,747 at 6%; with 50% employer match about $242,747 at 4% or $161,831 at 6%; with 100% employer match about $182,060 at 4% or $121,374 at 6%.
Ui 401(K) Plan-18$2,631,719$262,167$14,565iApproximate average salary by contribution assumption: employee only about $364,121 at 4% or $242,747 at 6%; with 50% employer match about $242,747 at 4% or $161,831 at 6%; with 100% employer match about $182,060 at 4% or $121,374 at 6%.
2016119$1,990,903$240,436$12,655iApproximate average salary by contribution assumption: employee only about $316,363 at 4% or $210,909 at 6%; with 50% employer match about $210,909 at 4% or $140,606 at 6%; with 100% employer match about $158,182 at 4% or $105,454 at 6%.
Ui 401(K) Plan-19$1,990,903$240,436$12,655iApproximate average salary by contribution assumption: employee only about $316,363 at 4% or $210,909 at 6%; with 50% employer match about $210,909 at 4% or $140,606 at 6%; with 100% employer match about $158,182 at 4% or $105,454 at 6%.
2015116$1,594,296$243,938$15,246iApproximate average salary by contribution assumption: employee only about $381,153 at 4% or $254,102 at 6%; with 50% employer match about $254,102 at 4% or $169,401 at 6%; with 100% employer match about $190,577 at 4% or $127,051 at 6%.
Ui 401(K) Plan-16$1,594,296$243,938$15,246iApproximate average salary by contribution assumption: employee only about $381,153 at 4% or $254,102 at 6%; with 50% employer match about $254,102 at 4% or $169,401 at 6%; with 100% employer match about $190,577 at 4% or $127,051 at 6%.
2014115$1,546,164$318,844$21,256iApproximate average salary by contribution assumption: employee only about $531,407 at 4% or $354,271 at 6%; with 50% employer match about $354,271 at 4% or $236,181 at 6%; with 100% employer match about $265,703 at 4% or $177,136 at 6%.
Ui 401(K) Plan-15$1,546,164$318,844$21,256iApproximate average salary by contribution assumption: employee only about $531,407 at 4% or $354,271 at 6%; with 50% employer match about $354,271 at 4% or $236,181 at 6%; with 100% employer match about $265,703 at 4% or $177,136 at 6%.
2013113$1,361,127$270,492$20,807iApproximate average salary by contribution assumption: employee only about $520,177 at 4% or $346,785 at 6%; with 50% employer match about $346,785 at 4% or $231,190 at 6%; with 100% employer match about $260,088 at 4% or $173,392 at 6%.
Ui 401(K) Plan-13$1,361,127$270,492$20,807iApproximate average salary by contribution assumption: employee only about $520,177 at 4% or $346,785 at 6%; with 50% employer match about $346,785 at 4% or $231,190 at 6%; with 100% employer match about $260,088 at 4% or $173,392 at 6%.
2012113$866,838$286,932$22,072iApproximate average salary by contribution assumption: employee only about $551,792 at 4% or $367,862 at 6%; with 50% employer match about $367,862 at 4% or $245,241 at 6%; with 100% employer match about $275,896 at 4% or $183,931 at 6%.
Ui 401(K) Plan-13$866,838$286,932$22,072iApproximate average salary by contribution assumption: employee only about $551,792 at 4% or $367,862 at 6%; with 50% employer match about $367,862 at 4% or $245,241 at 6%; with 100% employer match about $275,896 at 4% or $183,931 at 6%.
2011111$491,937$272,968$24,815iApproximate average salary by contribution assumption: employee only about $620,382 at 4% or $413,588 at 6%; with 50% employer match about $413,588 at 4% or $275,725 at 6%; with 100% employer match about $310,191 at 4% or $206,794 at 6%.
Ui 401(K) Plan-11$491,937$272,968$24,815iApproximate average salary by contribution assumption: employee only about $620,382 at 4% or $413,588 at 6%; with 50% employer match about $413,588 at 4% or $275,725 at 6%; with 100% employer match about $310,191 at 4% or $206,794 at 6%.
2010111$229,073$144,417$13,129iApproximate average salary by contribution assumption: employee only about $328,220 at 4% or $218,814 at 6%; with 50% employer match about $218,814 at 4% or $145,876 at 6%; with 100% employer match about $164,110 at 4% or $109,407 at 6%.
Ui 401(K) Plan-11$229,073$144,417$13,129iApproximate average salary by contribution assumption: employee only about $328,220 at 4% or $218,814 at 6%; with 50% employer match about $218,814 at 4% or $145,876 at 6%; with 100% employer match about $164,110 at 4% or $109,407 at 6%.
200913$65,542$64,941$21,647iApproximate average salary by contribution assumption: employee only about $541,175 at 4% or $360,783 at 6%; with 50% employer match about $360,783 at 4% or $240,522 at 6%; with 100% employer match about $270,588 at 4% or $180,392 at 6%.
Ui 401(K) Plan-3$65,542$64,941$21,647iApproximate average salary by contribution assumption: employee only about $541,175 at 4% or $360,783 at 6%; with 50% employer match about $360,783 at 4% or $240,522 at 6%; with 100% employer match about $270,588 at 4% or $180,392 at 6%.