Civic Intelligence

Upston Associates Inc.

Plan context: Upston Associates Inc. Profit Sharing Plan

EIN 38-2464354 • 18 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$2,693,169

2009 Contributions

$15,808

Historical Graphs

Total Assets Over Time

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

$2,693,169$1,346,585$0199920042006YearValue
$2,693,169Latest year 2006

Participants Over Time

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

420199920042008YearValue
3Latest year 2008

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
200910$0$0-
Upston Associates Inc. Profit Sharing Plan-0---
200813$0$0-
Upston Associates Inc. Profit Sharing Plan-3---
200714$0$0-
Upston Associates Inc. Profit Sharing Plan-4---
200614$2,693,169$15,808$3,952iApproximate average salary by contribution assumption: employee only about $98,800 at 4% or $65,867 at 6%; with 50% employer match about $65,867 at 4% or $43,911 at 6%; with 100% employer match about $49,400 at 4% or $32,933 at 6%.
Upston Associates Inc. Profit Sharing Plan-4$2,693,169$15,808$3,952iApproximate average salary by contribution assumption: employee only about $98,800 at 4% or $65,867 at 6%; with 50% employer match about $65,867 at 4% or $43,911 at 6%; with 100% employer match about $49,400 at 4% or $32,933 at 6%.
200523$2,296,432$96,233$32,078iApproximate average salary by contribution assumption: employee only about $801,942 at 4% or $534,628 at 6%; with 50% employer match about $534,628 at 4% or $356,419 at 6%; with 100% employer match about $400,971 at 4% or $267,314 at 6%.
Upston Associates Inc. Profit Sharing Plan-3$2,296,432$96,233$32,078iApproximate average salary by contribution assumption: employee only about $801,942 at 4% or $534,628 at 6%; with 50% employer match about $534,628 at 4% or $356,419 at 6%; with 100% employer match about $400,971 at 4% or $267,314 at 6%.
Upston Associates Inc. Money Purchase Plan-0---
200423$1,965,712$91,866$30,622iApproximate average salary by contribution assumption: employee only about $765,550 at 4% or $510,367 at 6%; with 50% employer match about $510,367 at 4% or $340,244 at 6%; with 100% employer match about $382,775 at 4% or $255,183 at 6%.
Upston Associates Inc. Profit Sharing Plan-3$1,175,369$45,933$15,311iApproximate average salary by contribution assumption: employee only about $382,775 at 4% or $255,183 at 6%; with 50% employer match about $255,183 at 4% or $170,122 at 6%; with 100% employer match about $191,388 at 4% or $127,592 at 6%.
Upston Associates Inc. Money Purchase Plan-3$790,343$45,933$15,311iApproximate average salary by contribution assumption: employee only about $382,775 at 4% or $255,183 at 6%; with 50% employer match about $255,183 at 4% or $170,122 at 6%; with 100% employer match about $191,388 at 4% or $127,592 at 6%.
200324$1,786,581$94,418$23,605iApproximate average salary by contribution assumption: employee only about $590,113 at 4% or $393,408 at 6%; with 50% employer match about $393,408 at 4% or $262,272 at 6%; with 100% employer match about $295,056 at 4% or $196,704 at 6%.
Upston Associates Inc. Profit Sharing Plan-4$1,080,077$47,209$11,802iApproximate average salary by contribution assumption: employee only about $295,056 at 4% or $196,704 at 6%; with 50% employer match about $196,704 at 4% or $131,136 at 6%; with 100% employer match about $147,528 at 4% or $98,352 at 6%.
Upston Associates Inc. Money Purchase Plan-4$706,504$47,209$11,802iApproximate average salary by contribution assumption: employee only about $295,056 at 4% or $196,704 at 6%; with 50% employer match about $196,704 at 4% or $131,136 at 6%; with 100% employer match about $147,528 at 4% or $98,352 at 6%.
200224$0$0-
Upston Associates Inc. Money Purchase Plan-4---
Upston Associates Inc. Profit Sharing Plan-4---
200124$0$0-
Upston Associates Inc. Profit Sharing Plan-4---
Upston Associates Inc. Money Purchase Plan-4---
200024$0$0-
Upston Associates Inc. Money Purchase Plan-4---
Upston Associates Inc. Profit Sharing Plan-4---
199924$1,441,326$70,097$17,524iApproximate average salary by contribution assumption: employee only about $438,106 at 4% or $292,071 at 6%; with 50% employer match about $292,071 at 4% or $194,714 at 6%; with 100% employer match about $219,053 at 4% or $146,035 at 6%.
Upston Associates Inc. Profit Sharing Plan-4$953,191$32,712$8,178iApproximate average salary by contribution assumption: employee only about $204,450 at 4% or $136,300 at 6%; with 50% employer match about $136,300 at 4% or $90,867 at 6%; with 100% employer match about $102,225 at 4% or $68,150 at 6%.
Upston Associates Inc. Money Purchase Plan-4$488,135$37,385$9,346iApproximate average salary by contribution assumption: employee only about $233,656 at 4% or $155,771 at 6%; with 50% employer match about $155,771 at 4% or $103,847 at 6%; with 100% employer match about $116,828 at 4% or $77,885 at 6%.