Civic Intelligence
Filing

UPPER HAND 401(K) PLAN

UPPER HAND • EIN 45-4345713 • Indianapolis, IN • Plan year 2024

Company ProfileSource Archive
135 N Pennsylvania StreetSuite 200Indianapolis, IN 46204
Filing Insights

Participants

Down

30 → 29

-1 • -3.33%

Assets

No comparison

- → $430,277

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025129$594,565$123,225$4,249iApproximate average salary by contribution assumption: employee only about $106,228 at 4% or $70,819 at 6%; with 50% employer match about $70,819 at 4% or $47,213 at 6%; with 100% employer match about $53,114 at 4% or $35,409 at 6%.
UPPER HAND 401(K) PLAN-29$594,565$123,225$4,249iApproximate average salary by contribution assumption: employee only about $106,228 at 4% or $70,819 at 6%; with 50% employer match about $70,819 at 4% or $47,213 at 6%; with 100% employer match about $53,114 at 4% or $35,409 at 6%.
2024129$430,277$58,930$2,032iApproximate average salary by contribution assumption: employee only about $50,802 at 4% or $33,868 at 6%; with 50% employer match about $33,868 at 4% or $22,579 at 6%; with 100% employer match about $25,401 at 4% or $16,934 at 6%.
UPPER HAND 401(K) PLANCurrent29$430,277$58,930$2,032iApproximate average salary by contribution assumption: employee only about $50,802 at 4% or $33,868 at 6%; with 50% employer match about $33,868 at 4% or $22,579 at 6%; with 100% employer match about $25,401 at 4% or $16,934 at 6%.
2023129$330,167$49,012$1,690iApproximate average salary by contribution assumption: employee only about $42,252 at 4% or $28,168 at 6%; with 50% employer match about $28,168 at 4% or $18,779 at 6%; with 100% employer match about $21,126 at 4% or $14,084 at 6%.
UPPER HAND 401(K) PLAN-29$330,167$49,012$1,690iApproximate average salary by contribution assumption: employee only about $42,252 at 4% or $28,168 at 6%; with 50% employer match about $28,168 at 4% or $18,779 at 6%; with 100% employer match about $21,126 at 4% or $14,084 at 6%.
2022128$278,253$45,262$1,617iApproximate average salary by contribution assumption: employee only about $40,413 at 4% or $26,942 at 6%; with 50% employer match about $26,942 at 4% or $17,961 at 6%; with 100% employer match about $20,206 at 4% or $13,471 at 6%.
UPPER HAND 401(K) PLAN-28$278,253$45,262$1,617iApproximate average salary by contribution assumption: employee only about $40,413 at 4% or $26,942 at 6%; with 50% employer match about $26,942 at 4% or $17,961 at 6%; with 100% employer match about $20,206 at 4% or $13,471 at 6%.
2021135$395,637$173,797$4,966iApproximate average salary by contribution assumption: employee only about $124,141 at 4% or $82,760 at 6%; with 50% employer match about $82,760 at 4% or $55,174 at 6%; with 100% employer match about $62,070 at 4% or $41,380 at 6%.
UPPER HAND 401(K) PLAN-35$395,637$173,797$4,966iApproximate average salary by contribution assumption: employee only about $124,141 at 4% or $82,760 at 6%; with 50% employer match about $82,760 at 4% or $55,174 at 6%; with 100% employer match about $62,070 at 4% or $41,380 at 6%.
2020138$217,232$106,530$2,803iApproximate average salary by contribution assumption: employee only about $70,086 at 4% or $46,724 at 6%; with 50% employer match about $46,724 at 4% or $31,149 at 6%; with 100% employer match about $35,043 at 4% or $23,362 at 6%.
UPPER HAND 401(K) PLAN-38$217,232$106,530$2,803iApproximate average salary by contribution assumption: employee only about $70,086 at 4% or $46,724 at 6%; with 50% employer match about $46,724 at 4% or $31,149 at 6%; with 100% employer match about $35,043 at 4% or $23,362 at 6%.
2019127$83,424$76,694$2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,506 at 4% or $23,671 at 6%.
UPPER HAND 401(K) PLAN-27$83,424$76,694$2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,506 at 4% or $23,671 at 6%.
2018118$2,786$2,709$151iApproximate average salary by contribution assumption: employee only about $3,763 at 4% or $2,508 at 6%; with 50% employer match about $2,508 at 4% or $1,672 at 6%; with 100% employer match about $1,881 at 4% or $1,254 at 6%.
UPPER HAND 401(K) PLAN-18$2,786$2,709$151iApproximate average salary by contribution assumption: employee only about $3,763 at 4% or $2,508 at 6%; with 50% employer match about $2,508 at 4% or $1,672 at 6%; with 100% employer match about $1,881 at 4% or $1,254 at 6%.
Schedule Details

This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.

Filing received by DOL Apr 12, 2025