Civic Intelligence

Upland Real Estate Group

Plan context: Upland Real Estate Group 401(K) Profit Sharing Plan

EIN 41-1763558 • Minneapolis, MN • 20 filings • 2 plans

50 South 6th Street, Suite 1418Minneapolis, MN 55402
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$3,964,165

2024 Contributions

$115,275

Historical Graphs

Total Assets Over Time

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

$3,964,165$1,982,083$0200520152024YearValue
$3,964,165Latest year 2024

Participants Over Time

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

1580200520152024YearValue
15Latest 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
2024115$3,964,165$115,275$7,685iApproximate average salary by contribution assumption: employee only about $192,125 at 4% or $128,083 at 6%; with 50% employer match about $128,083 at 4% or $85,389 at 6%; with 100% employer match about $96,063 at 4% or $64,042 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-15$3,964,165$115,275$7,685iApproximate average salary by contribution assumption: employee only about $192,125 at 4% or $128,083 at 6%; with 50% employer match about $128,083 at 4% or $85,389 at 6%; with 100% employer match about $96,063 at 4% or $64,042 at 6%.
2023114$3,436,060$186,761$13,340iApproximate average salary by contribution assumption: employee only about $333,502 at 4% or $222,335 at 6%; with 50% employer match about $222,335 at 4% or $148,223 at 6%; with 100% employer match about $166,751 at 4% or $111,167 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-14$3,436,060$186,761$13,340iApproximate average salary by contribution assumption: employee only about $333,502 at 4% or $222,335 at 6%; with 50% employer match about $222,335 at 4% or $148,223 at 6%; with 100% employer match about $166,751 at 4% or $111,167 at 6%.
2022114$2,852,058$223,257$15,947iApproximate average salary by contribution assumption: employee only about $398,673 at 4% or $265,782 at 6%; with 50% employer match about $265,782 at 4% or $177,188 at 6%; with 100% employer match about $199,337 at 4% or $132,891 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-14$2,852,058$223,257$15,947iApproximate average salary by contribution assumption: employee only about $398,673 at 4% or $265,782 at 6%; with 50% employer match about $265,782 at 4% or $177,188 at 6%; with 100% employer match about $199,337 at 4% or $132,891 at 6%.
2021114$3,210,966$186,791$13,342iApproximate average salary by contribution assumption: employee only about $333,555 at 4% or $222,370 at 6%; with 50% employer match about $222,370 at 4% or $148,247 at 6%; with 100% employer match about $166,778 at 4% or $111,185 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-14$3,210,966$186,791$13,342iApproximate average salary by contribution assumption: employee only about $333,555 at 4% or $222,370 at 6%; with 50% employer match about $222,370 at 4% or $148,247 at 6%; with 100% employer match about $166,778 at 4% or $111,185 at 6%.
2020115$2,740,586$200,994$13,400iApproximate average salary by contribution assumption: employee only about $334,990 at 4% or $223,327 at 6%; with 50% employer match about $223,327 at 4% or $148,884 at 6%; with 100% employer match about $167,495 at 4% or $111,663 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-15$2,740,586$200,994$13,400iApproximate average salary by contribution assumption: employee only about $334,990 at 4% or $223,327 at 6%; with 50% employer match about $223,327 at 4% or $148,884 at 6%; with 100% employer match about $167,495 at 4% or $111,663 at 6%.
2019114$2,127,395$219,963$15,712iApproximate average salary by contribution assumption: employee only about $392,791 at 4% or $261,861 at 6%; with 50% employer match about $261,861 at 4% or $174,574 at 6%; with 100% employer match about $196,396 at 4% or $130,930 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-14$2,127,395$219,963$15,712iApproximate average salary by contribution assumption: employee only about $392,791 at 4% or $261,861 at 6%; with 50% employer match about $261,861 at 4% or $174,574 at 6%; with 100% employer match about $196,396 at 4% or $130,930 at 6%.
2018112$1,563,047$191,573$15,964iApproximate average salary by contribution assumption: employee only about $399,110 at 4% or $266,074 at 6%; with 50% employer match about $266,074 at 4% or $177,382 at 6%; with 100% employer match about $199,555 at 4% or $133,037 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-12$1,563,047$191,573$15,964iApproximate average salary by contribution assumption: employee only about $399,110 at 4% or $266,074 at 6%; with 50% employer match about $266,074 at 4% or $177,382 at 6%; with 100% employer match about $199,555 at 4% or $133,037 at 6%.
2017112$1,506,416$191,397$15,950iApproximate average salary by contribution assumption: employee only about $398,744 at 4% or $265,829 at 6%; with 50% employer match about $265,829 at 4% or $177,219 at 6%; with 100% employer match about $199,372 at 4% or $132,915 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-12$1,506,416$191,397$15,950iApproximate average salary by contribution assumption: employee only about $398,744 at 4% or $265,829 at 6%; with 50% employer match about $265,829 at 4% or $177,219 at 6%; with 100% employer match about $199,372 at 4% or $132,915 at 6%.
2016112$1,161,203$182,826$15,236iApproximate average salary by contribution assumption: employee only about $380,888 at 4% or $253,925 at 6%; with 50% employer match about $253,925 at 4% or $169,283 at 6%; with 100% employer match about $190,444 at 4% or $126,963 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-12$1,161,203$182,826$15,236iApproximate average salary by contribution assumption: employee only about $380,888 at 4% or $253,925 at 6%; with 50% employer match about $253,925 at 4% or $169,283 at 6%; with 100% employer match about $190,444 at 4% or $126,963 at 6%.
2015111$989,880$139,648$12,695iApproximate average salary by contribution assumption: employee only about $317,382 at 4% or $211,588 at 6%; with 50% employer match about $211,588 at 4% or $141,059 at 6%; with 100% employer match about $158,691 at 4% or $105,794 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-11$989,880$139,648$12,695iApproximate average salary by contribution assumption: employee only about $317,382 at 4% or $211,588 at 6%; with 50% employer match about $211,588 at 4% or $141,059 at 6%; with 100% employer match about $158,691 at 4% or $105,794 at 6%.
2014110$859,870$131,947$13,195iApproximate average salary by contribution assumption: employee only about $329,868 at 4% or $219,912 at 6%; with 50% employer match about $219,912 at 4% or $146,608 at 6%; with 100% employer match about $164,934 at 4% or $109,956 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-10$859,870$131,947$13,195iApproximate average salary by contribution assumption: employee only about $329,868 at 4% or $219,912 at 6%; with 50% employer match about $219,912 at 4% or $146,608 at 6%; with 100% employer match about $164,934 at 4% or $109,956 at 6%.
2013110$721,833$28,447$2,845iApproximate average salary by contribution assumption: employee only about $71,118 at 4% or $47,412 at 6%; with 50% employer match about $47,412 at 4% or $31,608 at 6%; with 100% employer match about $35,559 at 4% or $23,706 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-10$721,833$28,447$2,845iApproximate average salary by contribution assumption: employee only about $71,118 at 4% or $47,412 at 6%; with 50% employer match about $47,412 at 4% or $31,608 at 6%; with 100% employer match about $35,559 at 4% or $23,706 at 6%.
2012111$587,589$37,305$3,391iApproximate average salary by contribution assumption: employee only about $84,784 at 4% or $56,523 at 6%; with 50% employer match about $56,523 at 4% or $37,682 at 6%; with 100% employer match about $42,392 at 4% or $28,261 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-11$587,589$37,305$3,391iApproximate average salary by contribution assumption: employee only about $84,784 at 4% or $56,523 at 6%; with 50% employer match about $56,523 at 4% or $37,682 at 6%; with 100% employer match about $42,392 at 4% or $28,261 at 6%.
2011111$481,551$38,600$3,509iApproximate average salary by contribution assumption: employee only about $87,727 at 4% or $58,485 at 6%; with 50% employer match about $58,485 at 4% or $38,990 at 6%; with 100% employer match about $43,864 at 4% or $29,242 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-11$481,551$38,600$3,509iApproximate average salary by contribution assumption: employee only about $87,727 at 4% or $58,485 at 6%; with 50% employer match about $58,485 at 4% or $38,990 at 6%; with 100% employer match about $43,864 at 4% or $29,242 at 6%.
2010111$452,090$17,585$1,599iApproximate average salary by contribution assumption: employee only about $39,966 at 4% or $26,644 at 6%; with 50% employer match about $26,644 at 4% or $17,763 at 6%; with 100% employer match about $19,983 at 4% or $13,322 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-11$452,090$17,585$1,599iApproximate average salary by contribution assumption: employee only about $39,966 at 4% or $26,644 at 6%; with 50% employer match about $26,644 at 4% or $17,763 at 6%; with 100% employer match about $19,983 at 4% or $13,322 at 6%.
2009113$382,664$41,876$3,221iApproximate average salary by contribution assumption: employee only about $80,531 at 4% or $53,687 at 6%; with 50% employer match about $53,687 at 4% or $35,791 at 6%; with 100% employer match about $40,265 at 4% or $26,844 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-13$382,664$41,876$3,221iApproximate average salary by contribution assumption: employee only about $80,531 at 4% or $53,687 at 6%; with 50% employer match about $53,687 at 4% or $35,791 at 6%; with 100% employer match about $40,265 at 4% or $26,844 at 6%.
200819$414,628$93,772$10,419iApproximate average salary by contribution assumption: employee only about $260,478 at 4% or $173,652 at 6%; with 50% employer match about $173,652 at 4% or $115,768 at 6%; with 100% employer match about $130,239 at 4% or $86,826 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-9$414,628$93,772$10,419iApproximate average salary by contribution assumption: employee only about $260,478 at 4% or $173,652 at 6%; with 50% employer match about $173,652 at 4% or $115,768 at 6%; with 100% employer match about $130,239 at 4% or $86,826 at 6%.
2007113$0$0-
Upland Real Estate Group 401(K) Profit Sharing Plan-13---
200619$340,315$161,709$17,968iApproximate average salary by contribution assumption: employee only about $449,192 at 4% or $299,461 at 6%; with 50% employer match about $299,461 at 4% or $199,641 at 6%; with 100% employer match about $224,596 at 4% or $149,731 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-9$340,315$161,709$17,968iApproximate average salary by contribution assumption: employee only about $449,192 at 4% or $299,461 at 6%; with 50% employer match about $299,461 at 4% or $199,641 at 6%; with 100% employer match about $224,596 at 4% or $149,731 at 6%.
2005110$162,236$160,991$16,099iApproximate average salary by contribution assumption: employee only about $402,478 at 4% or $268,318 at 6%; with 50% employer match about $268,318 at 4% or $178,879 at 6%; with 100% employer match about $201,239 at 4% or $134,159 at 6%.
Upland Real Estate Group 401(K) Profit Sharing Plan-10$162,236$160,991$16,099iApproximate average salary by contribution assumption: employee only about $402,478 at 4% or $268,318 at 6%; with 50% employer match about $268,318 at 4% or $178,879 at 6%; with 100% employer match about $201,239 at 4% or $134,159 at 6%.