Civic Intelligence

Upfront Inc

Plan context: Upfront Inc 401(K) Profit Sharing Plan & Trust

EIN 27-3471478 • Newport Beach, CA • 10 filings • 2 plans

620 Newport Center DriveSuite 450Newport Beach, CA 92660
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$928,168

2025 Contributions

$95,858

Historical Graphs

Total Assets Over Time

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

$928,168$464,084$0201620212025YearValue
$928,168Latest year 2025

Participants Over Time

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

1790201620212025YearValue
7Latest 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
202517$928,168$95,858$13,694iApproximate average salary by contribution assumption: employee only about $342,350 at 4% or $228,233 at 6%; with 50% employer match about $228,233 at 4% or $152,156 at 6%; with 100% employer match about $171,175 at 4% or $114,117 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-7$928,168$95,858$13,694iApproximate average salary by contribution assumption: employee only about $342,350 at 4% or $228,233 at 6%; with 50% employer match about $228,233 at 4% or $152,156 at 6%; with 100% employer match about $171,175 at 4% or $114,117 at 6%.
202418$850,913$101,957$12,745iApproximate average salary by contribution assumption: employee only about $318,616 at 4% or $212,410 at 6%; with 50% employer match about $212,410 at 4% or $141,607 at 6%; with 100% employer match about $159,308 at 4% or $106,205 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-8$850,913$101,957$12,745iApproximate average salary by contribution assumption: employee only about $318,616 at 4% or $212,410 at 6%; with 50% employer match about $212,410 at 4% or $141,607 at 6%; with 100% employer match about $159,308 at 4% or $106,205 at 6%.
202319$717,638$119,652$13,295iApproximate average salary by contribution assumption: employee only about $332,367 at 4% or $221,578 at 6%; with 50% employer match about $221,578 at 4% or $147,719 at 6%; with 100% employer match about $166,183 at 4% or $110,789 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-9$717,638$119,652$13,295iApproximate average salary by contribution assumption: employee only about $332,367 at 4% or $221,578 at 6%; with 50% employer match about $221,578 at 4% or $147,719 at 6%; with 100% employer match about $166,183 at 4% or $110,789 at 6%.
202218$571,558$124,344$15,543iApproximate average salary by contribution assumption: employee only about $388,575 at 4% or $259,050 at 6%; with 50% employer match about $259,050 at 4% or $172,700 at 6%; with 100% employer match about $194,288 at 4% or $129,525 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-8$571,558$124,344$15,543iApproximate average salary by contribution assumption: employee only about $388,575 at 4% or $259,050 at 6%; with 50% employer match about $259,050 at 4% or $172,700 at 6%; with 100% employer match about $194,288 at 4% or $129,525 at 6%.
202117$522,399$93,026$13,289iApproximate average salary by contribution assumption: employee only about $332,236 at 4% or $221,490 at 6%; with 50% employer match about $221,490 at 4% or $147,660 at 6%; with 100% employer match about $166,118 at 4% or $110,745 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-7$522,399$93,026$13,289iApproximate average salary by contribution assumption: employee only about $332,236 at 4% or $221,490 at 6%; with 50% employer match about $221,490 at 4% or $147,660 at 6%; with 100% employer match about $166,118 at 4% or $110,745 at 6%.
202017$402,675$79,374$11,339iApproximate average salary by contribution assumption: employee only about $283,479 at 4% or $188,986 at 6%; with 50% employer match about $188,986 at 4% or $125,990 at 6%; with 100% employer match about $141,739 at 4% or $94,493 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-7$402,675$79,374$11,339iApproximate average salary by contribution assumption: employee only about $283,479 at 4% or $188,986 at 6%; with 50% employer match about $188,986 at 4% or $125,990 at 6%; with 100% employer match about $141,739 at 4% or $94,493 at 6%.
2019117$353,463$73,219$4,307iApproximate average salary by contribution assumption: employee only about $107,675 at 4% or $71,783 at 6%; with 50% employer match about $71,783 at 4% or $47,856 at 6%; with 100% employer match about $53,838 at 4% or $35,892 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-17$353,463$73,219$4,307iApproximate average salary by contribution assumption: employee only about $107,675 at 4% or $71,783 at 6%; with 50% employer match about $71,783 at 4% or $47,856 at 6%; with 100% employer match about $53,838 at 4% or $35,892 at 6%.
2018117$249,480$95,990$5,646iApproximate average salary by contribution assumption: employee only about $141,162 at 4% or $94,108 at 6%; with 50% employer match about $94,108 at 4% or $62,739 at 6%; with 100% employer match about $70,581 at 4% or $47,054 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-17$249,480$95,990$5,646iApproximate average salary by contribution assumption: employee only about $141,162 at 4% or $94,108 at 6%; with 50% employer match about $94,108 at 4% or $62,739 at 6%; with 100% employer match about $70,581 at 4% or $47,054 at 6%.
2017117$186,428$53,144$3,126iApproximate average salary by contribution assumption: employee only about $78,153 at 4% or $52,102 at 6%; with 50% employer match about $52,102 at 4% or $34,735 at 6%; with 100% employer match about $39,076 at 4% or $26,051 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-17$186,428$53,144$3,126iApproximate average salary by contribution assumption: employee only about $78,153 at 4% or $52,102 at 6%; with 50% employer match about $52,102 at 4% or $34,735 at 6%; with 100% employer match about $39,076 at 4% or $26,051 at 6%.
2016113$118,833$36,447$2,804iApproximate average salary by contribution assumption: employee only about $70,090 at 4% or $46,727 at 6%; with 50% employer match about $46,727 at 4% or $31,151 at 6%; with 100% employer match about $35,045 at 4% or $23,363 at 6%.
Upfront Inc 401(K) Profit Sharing Plan & Trust-13$118,833$36,447$2,804iApproximate average salary by contribution assumption: employee only about $70,090 at 4% or $46,727 at 6%; with 50% employer match about $46,727 at 4% or $31,151 at 6%; with 100% employer match about $35,045 at 4% or $23,363 at 6%.