Civic Intelligence

Upserve

Plan context: Upserve Retirement Trust

EIN 32-0289981 • Providence, RI • 15 filings • 5 plans

10 Dorrance Street, 3rd FloorProvidence, RI 02903
Current Snapshot

Latest Year

2022

2022 Participants

171

2022 Assets

$1,726,556

2022 Contributions

$686,329

Historical Graphs

Total Assets Over Time

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

$3,417,839$1,708,920$0201420182021YearValue
$1,726,556Latest year 2021

Participants Over Time

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

2621310201420172020YearValue
171Latest year 2020

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
202210$0$0-
Upserve Retirement Trust-0---
202120$1,726,556$0-
Upserve Retirement Trust-0$1,726,556--
Upserve Benefit Program-0---
20202171$3,417,839$686,329$4,014iApproximate average salary by contribution assumption: employee only about $100,340 at 4% or $66,894 at 6%; with 50% employer match about $66,894 at 4% or $44,596 at 6%; with 100% employer match about $50,170 at 4% or $33,447 at 6%.
Upserve Retirement Trust-0$3,417,839$686,329-
Upserve Benefit Program-171---
20192262$2,801,755$1,126,271$4,299iApproximate average salary by contribution assumption: employee only about $107,469 at 4% or $71,646 at 6%; with 50% employer match about $71,646 at 4% or $47,764 at 6%; with 100% employer match about $53,734 at 4% or $35,823 at 6%.
Upserve Retirement Trust-262$2,801,755$1,126,271$4,299iApproximate average salary by contribution assumption: employee only about $107,469 at 4% or $71,646 at 6%; with 50% employer match about $71,646 at 4% or $47,764 at 6%; with 100% employer match about $53,734 at 4% or $35,823 at 6%.
Upserve Benefit Program-257---
20182225$1,888,741$808,665$3,594iApproximate average salary by contribution assumption: employee only about $89,852 at 4% or $59,901 at 6%; with 50% employer match about $59,901 at 4% or $39,934 at 6%; with 100% employer match about $44,926 at 4% or $29,951 at 6%.
Upserve Retirement Trust-225$1,888,741$808,665$3,594iApproximate average salary by contribution assumption: employee only about $89,852 at 4% or $59,901 at 6%; with 50% employer match about $59,901 at 4% or $39,934 at 6%; with 100% employer match about $44,926 at 4% or $29,951 at 6%.
Upserve Benefit Program-194---
20172171$1,424,989$730,256$4,271iApproximate average salary by contribution assumption: employee only about $106,763 at 4% or $71,175 at 6%; with 50% employer match about $71,175 at 4% or $47,450 at 6%; with 100% employer match about $53,381 at 4% or $35,588 at 6%.
Upserve Retirement Trust-171$1,424,989$730,256$4,271iApproximate average salary by contribution assumption: employee only about $106,763 at 4% or $71,175 at 6%; with 50% employer match about $71,175 at 4% or $47,450 at 6%; with 100% employer match about $53,381 at 4% or $35,588 at 6%.
Upserve Benefit Program-155---
20162161$539,625$278,928$1,732iApproximate average salary by contribution assumption: employee only about $43,312 at 4% or $28,875 at 6%; with 50% employer match about $28,875 at 4% or $19,250 at 6%; with 100% employer match about $21,656 at 4% or $14,437 at 6%.
Upserve Retirement Trust-161$539,625$278,928$1,732iApproximate average salary by contribution assumption: employee only about $43,312 at 4% or $28,875 at 6%; with 50% employer match about $28,875 at 4% or $19,250 at 6%; with 100% employer match about $21,656 at 4% or $14,437 at 6%.
Upserve Benefit Program-152---
2015182$270,223$218,648$2,666iApproximate average salary by contribution assumption: employee only about $66,661 at 4% or $44,441 at 6%; with 50% employer match about $44,441 at 4% or $29,627 at 6%; with 100% employer match about $33,330 at 4% or $22,220 at 6%.
Upserve Retirement Trust-82$270,223$218,648$2,666iApproximate average salary by contribution assumption: employee only about $66,661 at 4% or $44,441 at 6%; with 50% employer match about $44,441 at 4% or $29,627 at 6%; with 100% employer match about $33,330 at 4% or $22,220 at 6%.
2014136$184,647$182,866$5,080iApproximate average salary by contribution assumption: employee only about $126,990 at 4% or $84,660 at 6%; with 50% employer match about $84,660 at 4% or $56,440 at 6%; with 100% employer match about $63,495 at 4% or $42,330 at 6%.
Upserve Retirement Trust-36$184,647$182,866$5,080iApproximate average salary by contribution assumption: employee only about $126,990 at 4% or $84,660 at 6%; with 50% employer match about $84,660 at 4% or $56,440 at 6%; with 100% employer match about $63,495 at 4% or $42,330 at 6%.