Civic Intelligence

Upstream USA

Plan context: Upstream 401(K) Plan

EIN 35-2581424 • Oakland, CA • 13 filings • 2 plans

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426 17th Street 2nd FloorOakland, CA 94612
Current Snapshot

Latest Year

2024

2024 Participants

183

2024 Assets

$17,454,805

2024 Contributions

$3,644,089

Historical Graphs

Total Assets Over Time

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

$17,454,805$8,727,403$0201720212024YearValue
$17,454,805Latest year 2024

Participants Over Time

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

185930201720212024YearValue
183Latest 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
20242183$17,454,805$3,644,089$19,913iApproximate average salary by contribution assumption: employee only about $497,826 at 4% or $331,884 at 6%; with 50% employer match about $331,884 at 4% or $221,256 at 6%; with 100% employer match about $248,913 at 4% or $165,942 at 6%.
Upstream 401(K) Plan-183$17,454,805$3,644,089$19,913iApproximate average salary by contribution assumption: employee only about $497,826 at 4% or $331,884 at 6%; with 50% employer match about $331,884 at 4% or $221,256 at 6%; with 100% employer match about $248,913 at 4% or $165,942 at 6%.
Upstream USA Health & Welfare Benefits Plan-173---
20232185$13,096,236$3,663,184$19,801iApproximate average salary by contribution assumption: employee only about $495,025 at 4% or $330,017 at 6%; with 50% employer match about $330,017 at 4% or $220,011 at 6%; with 100% employer match about $247,512 at 4% or $165,008 at 6%.
Upstream 401(K) Plan-181$13,096,236$3,663,184$20,239iApproximate average salary by contribution assumption: employee only about $505,965 at 4% or $337,310 at 6%; with 50% employer match about $337,310 at 4% or $224,873 at 6%; with 100% employer match about $252,982 at 4% or $168,655 at 6%.
Upstream USA Health & Welfare Benefits Plan-185---
20222159$7,950,252$2,795,610$17,582iApproximate average salary by contribution assumption: employee only about $439,561 at 4% or $293,041 at 6%; with 50% employer match about $293,041 at 4% or $195,361 at 6%; with 100% employer match about $219,781 at 4% or $146,520 at 6%.
Upstream 401(K) Plan-155$7,950,252$2,795,610$18,036iApproximate average salary by contribution assumption: employee only about $450,905 at 4% or $300,603 at 6%; with 50% employer match about $300,603 at 4% or $200,402 at 6%; with 100% employer match about $225,452 at 4% or $150,302 at 6%.
Upstream USA Health & Welfare Benefits Plan-159---
20212128$7,785,388$1,984,211$15,502iApproximate average salary by contribution assumption: employee only about $387,541 at 4% or $258,361 at 6%; with 50% employer match about $258,361 at 4% or $172,241 at 6%; with 100% employer match about $193,771 at 4% or $129,180 at 6%.
Upstream 401(K) Plan-114$7,785,388$1,984,211$17,405iApproximate average salary by contribution assumption: employee only about $435,134 at 4% or $290,089 at 6%; with 50% employer match about $290,089 at 4% or $193,393 at 6%; with 100% employer match about $217,567 at 4% or $145,045 at 6%.
Upstream USA Health & Welfare Benefits Plan-128---
20202183$5,928,851$2,200,214$12,023iApproximate average salary by contribution assumption: employee only about $300,576 at 4% or $200,384 at 6%; with 50% employer match about $200,384 at 4% or $133,589 at 6%; with 100% employer match about $150,288 at 4% or $100,192 at 6%.
Upstream 401(K) Plan-183$5,928,851$2,200,214$12,023iApproximate average salary by contribution assumption: employee only about $300,576 at 4% or $200,384 at 6%; with 50% employer match about $200,384 at 4% or $133,589 at 6%; with 100% employer match about $150,288 at 4% or $100,192 at 6%.
Upstream USA Health & Welfare Benefits Plan-162---
20191143$2,971,019$1,574,451$11,010iApproximate average salary by contribution assumption: employee only about $275,254 at 4% or $183,502 at 6%; with 50% employer match about $183,502 at 4% or $122,335 at 6%; with 100% employer match about $137,627 at 4% or $91,751 at 6%.
Upstream 401(K) Plan-143$2,971,019$1,574,451$11,010iApproximate average salary by contribution assumption: employee only about $275,254 at 4% or $183,502 at 6%; with 50% employer match about $183,502 at 4% or $122,335 at 6%; with 100% employer match about $137,627 at 4% or $91,751 at 6%.
2018162$1,069,472$874,418$14,104iApproximate average salary by contribution assumption: employee only about $352,588 at 4% or $235,059 at 6%; with 50% employer match about $235,059 at 4% or $156,706 at 6%; with 100% employer match about $176,294 at 4% or $117,529 at 6%.
Upstream 401(K) Plan-62$1,069,472$874,418$14,104iApproximate average salary by contribution assumption: employee only about $352,588 at 4% or $235,059 at 6%; with 50% employer match about $235,059 at 4% or $156,706 at 6%; with 100% employer match about $176,294 at 4% or $117,529 at 6%.
2017131$288,698$283,842$9,156iApproximate average salary by contribution assumption: employee only about $228,905 at 4% or $152,603 at 6%; with 50% employer match about $152,603 at 4% or $101,735 at 6%; with 100% employer match about $114,452 at 4% or $76,302 at 6%.
Upstream 401(K) Plan-31$288,698$283,842$9,156iApproximate average salary by contribution assumption: employee only about $228,905 at 4% or $152,603 at 6%; with 50% employer match about $152,603 at 4% or $101,735 at 6%; with 100% employer match about $114,452 at 4% or $76,302 at 6%.