Upstream Policy Institute Inc.
Plan context: Upstream 403(B) Retirement Plan
EIN 43-2038678 • Damariscotta, ME • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$160,347
2024 Contributions
$78,048
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 | 9 | $160,347 | $78,048 | $8,672iApproximate average salary by contribution assumption: employee only about $216,800 at 4% or $144,533 at 6%; with 50% employer match about $144,533 at 4% or $96,356 at 6%; with 100% employer match about $108,400 at 4% or $72,267 at 6%. |
| Upstream 403(B) Retirement Plan | - | 9 | $160,347 | $78,048 | $8,672iApproximate average salary by contribution assumption: employee only about $216,800 at 4% or $144,533 at 6%; with 50% employer match about $144,533 at 4% or $96,356 at 6%; with 100% employer match about $108,400 at 4% or $72,267 at 6%. |
| 2023 | 1 | 10 | $185,217 | $39,219 | $3,922iApproximate average salary by contribution assumption: employee only about $98,048 at 4% or $65,365 at 6%; with 50% employer match about $65,365 at 4% or $43,577 at 6%; with 100% employer match about $49,024 at 4% or $32,683 at 6%. |
| Upstream 403(B) Retirement Plan | - | 10 | $185,217 | $39,219 | $3,922iApproximate average salary by contribution assumption: employee only about $98,048 at 4% or $65,365 at 6%; with 50% employer match about $65,365 at 4% or $43,577 at 6%; with 100% employer match about $49,024 at 4% or $32,683 at 6%. |
| 2022 | 1 | 5 | $118,118 | $57,130 | $11,426iApproximate average salary by contribution assumption: employee only about $285,650 at 4% or $190,433 at 6%; with 50% employer match about $190,433 at 4% or $126,956 at 6%; with 100% employer match about $142,825 at 4% or $95,217 at 6%. |
| Upstream 403(B) Retirement Plan | - | 5 | $118,118 | $57,130 | $11,426iApproximate average salary by contribution assumption: employee only about $285,650 at 4% or $190,433 at 6%; with 50% employer match about $190,433 at 4% or $126,956 at 6%; with 100% employer match about $142,825 at 4% or $95,217 at 6%. |
| 2021 | 1 | 4 | $77,586 | $52,823 | $13,206iApproximate average salary by contribution assumption: employee only about $330,144 at 4% or $220,096 at 6%; with 50% employer match about $220,096 at 4% or $146,731 at 6%; with 100% employer match about $165,072 at 4% or $110,048 at 6%. |
| Upstream 403(B) Retirement Plan | - | 4 | $77,586 | $52,823 | $13,206iApproximate average salary by contribution assumption: employee only about $330,144 at 4% or $220,096 at 6%; with 50% employer match about $220,096 at 4% or $146,731 at 6%; with 100% employer match about $165,072 at 4% or $110,048 at 6%. |
| 2020 | 1 | 1 | $16,745 | $13,467 | $13,467iApproximate average salary by contribution assumption: employee only about $336,675 at 4% or $224,450 at 6%; with 50% employer match about $224,450 at 4% or $149,633 at 6%; with 100% employer match about $168,338 at 4% or $112,225 at 6%. |
| Upstream 403(B) Retirement Plan | - | 1 | $16,745 | $13,467 | $13,467iApproximate average salary by contribution assumption: employee only about $336,675 at 4% or $224,450 at 6%; with 50% employer match about $224,450 at 4% or $149,633 at 6%; with 100% employer match about $168,338 at 4% or $112,225 at 6%. |