Civic Intelligence

Uptrends LLC

Plan context: Uptrends LLC 401(K) Plan

EIN 38-3887918 • Boca Raton, FL • 6 filings • 1 plans

1800 NW Corporate Blvd, Suite 202Boca Raton, FL 33431-0000
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$16,003

2019 Contributions

$4,134

Historical Graphs

Total Assets Over Time

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

$24,362$12,181$0201420162018YearValue
$16,003Latest year 2018

Participants Over Time

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

320201420162018YearValue
3Latest year 2018

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
201910$0$4,134-
Uptrends LLC 401(K) Plan-0$0$4,134-
201813$16,003$15,100$5,033iApproximate average salary by contribution assumption: employee only about $125,833 at 4% or $83,889 at 6%; with 50% employer match about $83,889 at 4% or $55,926 at 6%; with 100% employer match about $62,917 at 4% or $41,944 at 6%.
Uptrends LLC 401(K) Plan-3$16,003$15,100$5,033iApproximate average salary by contribution assumption: employee only about $125,833 at 4% or $83,889 at 6%; with 50% employer match about $83,889 at 4% or $55,926 at 6%; with 100% employer match about $62,917 at 4% or $41,944 at 6%.
201711$1,749$0-
Uptrends LLC 401(K) Plan-1$1,749--
201612$16,082$0-
Uptrends LLC 401(K) Plan-2$16,082--
201512$15,176$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Uptrends LLC 401(K) Plan-2$15,176$8,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201413$24,362$24,150$8,050iApproximate average salary by contribution assumption: employee only about $201,250 at 4% or $134,167 at 6%; with 50% employer match about $134,167 at 4% or $89,444 at 6%; with 100% employer match about $100,625 at 4% or $67,083 at 6%.
Uptrends LLC 401(K) Plan-3$24,362$24,150$8,050iApproximate average salary by contribution assumption: employee only about $201,250 at 4% or $134,167 at 6%; with 50% employer match about $134,167 at 4% or $89,444 at 6%; with 100% employer match about $100,625 at 4% or $67,083 at 6%.