Civic Intelligence

Upward Roots Inc

Plan context: Upward Roots Inc 401(K) Profit Sharing Plan & Trust

EIN 45-2981640 • Oakland, CA • 3 filings • 1 plans

3904 Ruby St Apt 4Oakland, CA 94609-2786
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$210

2024 Contributions

$200

Historical Graphs

Total Assets Over Time

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

$210$105$02024YearValue
$210Latest year 2024

Participants Over Time

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

1102024YearValue
1Latest 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
202411$210$200$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
Upward Roots Inc 401(K) Profit Sharing Plan & Trust-1$210$200$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
202310$0$0-
Upward Roots Inc 401(K) Profit Sharing Plan & Trust-0$0--
202210$0$0-
Upward Roots Inc 401(K) Profit Sharing Plan & Trust-0$0--