UPWELLING CAPITAL GROUP LLC
Plan context: UPWELLING CAPITAL GROUP LLC 401(K) PLAN
EIN 45-2698237 • Davis, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$509,693
2025 Contributions
$128,861
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $509,693 | $128,861 | $11,715iApproximate average salary by contribution assumption: employee only about $292,866 at 4% or $195,244 at 6%; with 50% employer match about $195,244 at 4% or $130,163 at 6%; with 100% employer match about $146,433 at 4% or $97,622 at 6%. |
| UPWELLING CAPITAL GROUP LLC 401(K) PLAN | - | 11 | $509,693 | $128,861 | $11,715iApproximate average salary by contribution assumption: employee only about $292,866 at 4% or $195,244 at 6%; with 50% employer match about $195,244 at 4% or $130,163 at 6%; with 100% employer match about $146,433 at 4% or $97,622 at 6%. |
| 2024 | 1 | 11 | $301,774 | $99,993 | $9,090iApproximate average salary by contribution assumption: employee only about $227,257 at 4% or $151,505 at 6%; with 50% employer match about $151,505 at 4% or $101,003 at 6%; with 100% employer match about $113,628 at 4% or $75,752 at 6%. |
| UPWELLING CAPITAL GROUP LLC 401(K) PLAN | - | 11 | $301,774 | $99,993 | $9,090iApproximate average salary by contribution assumption: employee only about $227,257 at 4% or $151,505 at 6%; with 50% employer match about $151,505 at 4% or $101,003 at 6%; with 100% employer match about $113,628 at 4% or $75,752 at 6%. |
| 2023 | 1 | 10 | $171,099 | $88,605 | $8,861iApproximate average salary by contribution assumption: employee only about $221,513 at 4% or $147,675 at 6%; with 50% employer match about $147,675 at 4% or $98,450 at 6%; with 100% employer match about $110,756 at 4% or $73,838 at 6%. |
| UPWELLING CAPITAL GROUP LLC 401(K) PLAN | - | 10 | $171,099 | $88,605 | $8,861iApproximate average salary by contribution assumption: employee only about $221,513 at 4% or $147,675 at 6%; with 50% employer match about $147,675 at 4% or $98,450 at 6%; with 100% employer match about $110,756 at 4% or $73,838 at 6%. |
| 2022 | 1 | 7 | $61,814 | $46,178 | $6,597iApproximate average salary by contribution assumption: employee only about $164,921 at 4% or $109,948 at 6%; with 50% employer match about $109,948 at 4% or $73,298 at 6%; with 100% employer match about $82,461 at 4% or $54,974 at 6%. |
| UPWELLING CAPITAL GROUP LLC 401(K) PLAN | - | 7 | $61,814 | $46,178 | $6,597iApproximate average salary by contribution assumption: employee only about $164,921 at 4% or $109,948 at 6%; with 50% employer match about $109,948 at 4% or $73,298 at 6%; with 100% employer match about $82,461 at 4% or $54,974 at 6%. |
| 2021 | 1 | 6 | $42,509 | $40,676 | $6,779iApproximate average salary by contribution assumption: employee only about $169,483 at 4% or $112,989 at 6%; with 50% employer match about $112,989 at 4% or $75,326 at 6%; with 100% employer match about $84,742 at 4% or $56,494 at 6%. |
| UPWELLING CAPITAL GROUP LLC 401(K) PLAN | - | 6 | $42,509 | $40,676 | $6,779iApproximate average salary by contribution assumption: employee only about $169,483 at 4% or $112,989 at 6%; with 50% employer match about $112,989 at 4% or $75,326 at 6%; with 100% employer match about $84,742 at 4% or $56,494 at 6%. |