Upcap Services Inc
Plan context: Upcap Scrvices Inc 403B7 Ret Pl
EIN 38-1957176 • 27 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
82
2024 Assets
$12,210,082
2024 Contributions
$706,892
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 82 | $12,210,082 | $706,892 | $8,621iApproximate average salary by contribution assumption: employee only about $215,516 at 4% or $143,677 at 6%; with 50% employer match about $143,677 at 4% or $95,785 at 6%; with 100% employer match about $107,758 at 4% or $71,839 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 82 | $12,210,082 | $706,892 | $8,621iApproximate average salary by contribution assumption: employee only about $215,516 at 4% or $143,677 at 6%; with 50% employer match about $143,677 at 4% or $95,785 at 6%; with 100% employer match about $107,758 at 4% or $71,839 at 6%. |
| 2023 | 1 | 79 | $9,892,590 | $587,922 | $7,442iApproximate average salary by contribution assumption: employee only about $186,051 at 4% or $124,034 at 6%; with 50% employer match about $124,034 at 4% or $82,689 at 6%; with 100% employer match about $93,026 at 4% or $62,017 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 79 | $9,892,590 | $587,922 | $7,442iApproximate average salary by contribution assumption: employee only about $186,051 at 4% or $124,034 at 6%; with 50% employer match about $124,034 at 4% or $82,689 at 6%; with 100% employer match about $93,026 at 4% or $62,017 at 6%. |
| 2022 | 1 | 89 | $8,194,632 | $568,961 | $6,393iApproximate average salary by contribution assumption: employee only about $159,821 at 4% or $106,547 at 6%; with 50% employer match about $106,547 at 4% or $71,031 at 6%; with 100% employer match about $79,910 at 4% or $53,274 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 89 | $8,194,632 | $568,961 | $6,393iApproximate average salary by contribution assumption: employee only about $159,821 at 4% or $106,547 at 6%; with 50% employer match about $106,547 at 4% or $71,031 at 6%; with 100% employer match about $79,910 at 4% or $53,274 at 6%. |
| 2021 | 1 | 101 | $10,182,618 | $538,922 | $5,336iApproximate average salary by contribution assumption: employee only about $133,397 at 4% or $88,931 at 6%; with 50% employer match about $88,931 at 4% or $59,287 at 6%; with 100% employer match about $66,698 at 4% or $44,466 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 101 | $10,182,618 | $538,922 | $5,336iApproximate average salary by contribution assumption: employee only about $133,397 at 4% or $88,931 at 6%; with 50% employer match about $88,931 at 4% or $59,287 at 6%; with 100% employer match about $66,698 at 4% or $44,466 at 6%. |
| 2020 | 1 | 72 | $11,323,888 | $543,392 | $7,547iApproximate average salary by contribution assumption: employee only about $188,678 at 4% or $125,785 at 6%; with 50% employer match about $125,785 at 4% or $83,857 at 6%; with 100% employer match about $94,339 at 4% or $62,893 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 72 | $11,323,888 | $543,392 | $7,547iApproximate average salary by contribution assumption: employee only about $188,678 at 4% or $125,785 at 6%; with 50% employer match about $125,785 at 4% or $83,857 at 6%; with 100% employer match about $94,339 at 4% or $62,893 at 6%. |
| 2019 | 1 | 94 | $9,088,247 | $522,083 | $5,554iApproximate average salary by contribution assumption: employee only about $138,852 at 4% or $92,568 at 6%; with 50% employer match about $92,568 at 4% or $61,712 at 6%; with 100% employer match about $69,426 at 4% or $46,284 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 94 | $9,088,247 | $522,083 | $5,554iApproximate average salary by contribution assumption: employee only about $138,852 at 4% or $92,568 at 6%; with 50% employer match about $92,568 at 4% or $61,712 at 6%; with 100% employer match about $69,426 at 4% or $46,284 at 6%. |
| 2018 | 1 | 120 | $7,508,053 | $541,755 | $4,515iApproximate average salary by contribution assumption: employee only about $112,866 at 4% or $75,244 at 6%; with 50% employer match about $75,244 at 4% or $50,163 at 6%; with 100% employer match about $56,433 at 4% or $37,622 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 120 | $7,508,053 | $541,755 | $4,515iApproximate average salary by contribution assumption: employee only about $112,866 at 4% or $75,244 at 6%; with 50% employer match about $75,244 at 4% or $50,163 at 6%; with 100% employer match about $56,433 at 4% or $37,622 at 6%. |
| 2017 | 1 | 120 | $8,635,319 | $550,639 | $4,589iApproximate average salary by contribution assumption: employee only about $114,716 at 4% or $76,478 at 6%; with 50% employer match about $76,478 at 4% or $50,985 at 6%; with 100% employer match about $57,358 at 4% or $38,239 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 120 | $8,635,319 | $550,639 | $4,589iApproximate average salary by contribution assumption: employee only about $114,716 at 4% or $76,478 at 6%; with 50% employer match about $76,478 at 4% or $50,985 at 6%; with 100% employer match about $57,358 at 4% or $38,239 at 6%. |
| 2016 | 1 | 95 | $7,276,399 | $533,738 | $5,618iApproximate average salary by contribution assumption: employee only about $140,457 at 4% or $93,638 at 6%; with 50% employer match about $93,638 at 4% or $62,425 at 6%; with 100% employer match about $70,229 at 4% or $46,819 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 95 | $7,276,399 | $533,738 | $5,618iApproximate average salary by contribution assumption: employee only about $140,457 at 4% or $93,638 at 6%; with 50% employer match about $93,638 at 4% or $62,425 at 6%; with 100% employer match about $70,229 at 4% or $46,819 at 6%. |
| 2015 | 1 | 88 | $6,705,381 | $496,447 | $5,641iApproximate average salary by contribution assumption: employee only about $141,036 at 4% or $94,024 at 6%; with 50% employer match about $94,024 at 4% or $62,683 at 6%; with 100% employer match about $70,518 at 4% or $47,012 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 88 | $6,705,381 | $496,447 | $5,641iApproximate average salary by contribution assumption: employee only about $141,036 at 4% or $94,024 at 6%; with 50% employer match about $94,024 at 4% or $62,683 at 6%; with 100% employer match about $70,518 at 4% or $47,012 at 6%. |
| 2014 | 1 | 96 | $7,071,628 | $473,728 | $4,935iApproximate average salary by contribution assumption: employee only about $123,367 at 4% or $82,244 at 6%; with 50% employer match about $82,244 at 4% or $54,830 at 6%; with 100% employer match about $61,683 at 4% or $41,122 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 96 | $7,071,628 | $473,728 | $4,935iApproximate average salary by contribution assumption: employee only about $123,367 at 4% or $82,244 at 6%; with 50% employer match about $82,244 at 4% or $54,830 at 6%; with 100% employer match about $61,683 at 4% or $41,122 at 6%. |
| 2013 | 1 | 87 | $7,692,003 | $452,968 | $5,207iApproximate average salary by contribution assumption: employee only about $130,163 at 4% or $86,775 at 6%; with 50% employer match about $86,775 at 4% or $57,850 at 6%; with 100% employer match about $65,082 at 4% or $43,388 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 87 | $7,692,003 | $452,968 | $5,207iApproximate average salary by contribution assumption: employee only about $130,163 at 4% or $86,775 at 6%; with 50% employer match about $86,775 at 4% or $57,850 at 6%; with 100% employer match about $65,082 at 4% or $43,388 at 6%. |
| 2012 | 1 | 90 | $6,131,857 | $448,633 | $4,985iApproximate average salary by contribution assumption: employee only about $124,620 at 4% or $83,080 at 6%; with 50% employer match about $83,080 at 4% or $55,387 at 6%; with 100% employer match about $62,310 at 4% or $41,540 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 90 | $6,131,857 | $448,633 | $4,985iApproximate average salary by contribution assumption: employee only about $124,620 at 4% or $83,080 at 6%; with 50% employer match about $83,080 at 4% or $55,387 at 6%; with 100% employer match about $62,310 at 4% or $41,540 at 6%. |
| 2011 | 1 | 89 | $5,480,016 | $428,857 | $4,819iApproximate average salary by contribution assumption: employee only about $120,465 at 4% or $80,310 at 6%; with 50% employer match about $80,310 at 4% or $53,540 at 6%; with 100% employer match about $60,233 at 4% or $40,155 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 89 | $5,480,016 | $428,857 | $4,819iApproximate average salary by contribution assumption: employee only about $120,465 at 4% or $80,310 at 6%; with 50% employer match about $80,310 at 4% or $53,540 at 6%; with 100% employer match about $60,233 at 4% or $40,155 at 6%. |
| 2010 | 1 | 91 | $5,655,645 | $408,819 | $4,493iApproximate average salary by contribution assumption: employee only about $112,313 at 4% or $74,875 at 6%; with 50% employer match about $74,875 at 4% or $49,917 at 6%; with 100% employer match about $56,156 at 4% or $37,438 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 91 | $5,655,645 | $408,819 | $4,493iApproximate average salary by contribution assumption: employee only about $112,313 at 4% or $74,875 at 6%; with 50% employer match about $74,875 at 4% or $49,917 at 6%; with 100% employer match about $56,156 at 4% or $37,438 at 6%. |
| 2009 | 1 | 69 | $4,647,816 | $453,778 | $6,576iApproximate average salary by contribution assumption: employee only about $164,412 at 4% or $109,608 at 6%; with 50% employer match about $109,608 at 4% or $73,072 at 6%; with 100% employer match about $82,206 at 4% or $54,804 at 6%. |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 69 | $4,647,816 | $453,778 | $6,576iApproximate average salary by contribution assumption: employee only about $164,412 at 4% or $109,608 at 6%; with 50% employer match about $109,608 at 4% or $73,072 at 6%; with 100% employer match about $82,206 at 4% or $54,804 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 0 | - | - | - |
| 2002 | 2 | 76 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 76 | - | - | - |
| UPCAP SERVICES, INC. FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| 2001 | 1 | 86 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 86 | - | - | - |
| 2000 | 1 | 82 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 82 | - | - | - |
| 1999 | 1 | 85 | $0 | $0 | - |
| Upcap Scrvices Inc 403B7 Ret Pl | - | 85 | - | - | - |