Civic Intelligence

UPSOURCED ACCOUNTING

Plan context: UPSOURCED ACCOUNTING 401(K) PLAN

EIN 45-4393995 • Columbus, OH • 16 filings • 2 plans

4464 Zeller Rd.Columbus, OH 43214
Current Snapshot

Latest Year

2025

2025 Participants

36

2025 Assets

$1,277,608

2025 Contributions

$297,846

Historical Graphs

Total Assets Over Time

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

$1,277,608$638,804$0201620212025YearValue
$1,277,608Latest year 2025

Participants Over Time

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

36180201620212025YearValue
36Latest year 2025

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
2025136$1,277,608$297,846$8,274iApproximate average salary by contribution assumption: employee only about $206,838 at 4% or $137,892 at 6%; with 50% employer match about $137,892 at 4% or $91,928 at 6%; with 100% employer match about $103,419 at 4% or $68,946 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-36$1,277,608$297,846$8,274iApproximate average salary by contribution assumption: employee only about $206,838 at 4% or $137,892 at 6%; with 50% employer match about $137,892 at 4% or $91,928 at 6%; with 100% employer match about $103,419 at 4% or $68,946 at 6%.
2024131$832,437$213,104$6,874iApproximate average salary by contribution assumption: employee only about $171,858 at 4% or $114,572 at 6%; with 50% employer match about $114,572 at 4% or $76,381 at 6%; with 100% employer match about $85,929 at 4% or $57,286 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-31$832,437$213,104$6,874iApproximate average salary by contribution assumption: employee only about $171,858 at 4% or $114,572 at 6%; with 50% employer match about $114,572 at 4% or $76,381 at 6%; with 100% employer match about $85,929 at 4% or $57,286 at 6%.
2023222$549,017$267,814$12,173iApproximate average salary by contribution assumption: employee only about $304,334 at 4% or $202,889 at 6%; with 50% employer match about $202,889 at 4% or $135,260 at 6%; with 100% employer match about $152,167 at 4% or $101,445 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-22$549,017$170,128$7,733iApproximate average salary by contribution assumption: employee only about $193,327 at 4% or $128,885 at 6%; with 50% employer match about $128,885 at 4% or $85,923 at 6%; with 100% employer match about $96,664 at 4% or $64,442 at 6%.
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-0$0$97,686-
2022224$425,772$273,628$11,401iApproximate average salary by contribution assumption: employee only about $285,029 at 4% or $190,019 at 6%; with 50% employer match about $190,019 at 4% or $126,680 at 6%; with 100% employer match about $142,515 at 4% or $95,010 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-24$402,334$144,773$6,032iApproximate average salary by contribution assumption: employee only about $150,805 at 4% or $100,537 at 6%; with 50% employer match about $100,537 at 4% or $67,025 at 6%; with 100% employer match about $75,403 at 4% or $50,268 at 6%.
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-14$23,438$128,855$9,204iApproximate average salary by contribution assumption: employee only about $230,098 at 4% or $153,399 at 6%; with 50% employer match about $153,399 at 4% or $102,266 at 6%; with 100% employer match about $115,049 at 4% or $76,699 at 6%.
2021220$443,726$205,228$10,261iApproximate average salary by contribution assumption: employee only about $256,535 at 4% or $171,023 at 6%; with 50% employer match about $171,023 at 4% or $114,016 at 6%; with 100% employer match about $128,268 at 4% or $85,512 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-20$427,761$115,125$5,756iApproximate average salary by contribution assumption: employee only about $143,906 at 4% or $95,938 at 6%; with 50% employer match about $95,938 at 4% or $63,958 at 6%; with 100% employer match about $71,953 at 4% or $47,969 at 6%.
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-14$15,965$90,103$6,436iApproximate average salary by contribution assumption: employee only about $160,898 at 4% or $107,265 at 6%; with 50% employer match about $107,265 at 4% or $71,510 at 6%; with 100% employer match about $80,449 at 4% or $53,633 at 6%.
2020216$282,625$182,455$11,403iApproximate average salary by contribution assumption: employee only about $285,086 at 4% or $190,057 at 6%; with 50% employer match about $190,057 at 4% or $126,705 at 6%; with 100% employer match about $142,543 at 4% or $95,029 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-16$270,800$126,115$7,882iApproximate average salary by contribution assumption: employee only about $197,055 at 4% or $131,370 at 6%; with 50% employer match about $131,370 at 4% or $87,580 at 6%; with 100% employer match about $98,527 at 4% or $65,685 at 6%.
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-11$11,825$56,340$5,122iApproximate average salary by contribution assumption: employee only about $128,045 at 4% or $85,364 at 6%; with 50% employer match about $85,364 at 4% or $56,909 at 6%; with 100% employer match about $64,023 at 4% or $42,682 at 6%.
2019214$108,085$87,601$6,257iApproximate average salary by contribution assumption: employee only about $156,430 at 4% or $104,287 at 6%; with 50% employer match about $104,287 at 4% or $69,525 at 6%; with 100% employer match about $78,215 at 4% or $52,143 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-14$103,261$59,435$4,245iApproximate average salary by contribution assumption: employee only about $106,134 at 4% or $70,756 at 6%; with 50% employer match about $70,756 at 4% or $47,171 at 6%; with 100% employer match about $53,067 at 4% or $35,378 at 6%.
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-6$4,824$28,166$4,694iApproximate average salary by contribution assumption: employee only about $117,358 at 4% or $78,239 at 6%; with 50% employer match about $78,239 at 4% or $52,159 at 6%; with 100% employer match about $58,679 at 4% or $39,119 at 6%.
201829$36,045$49,956$5,551iApproximate average salary by contribution assumption: employee only about $138,767 at 4% or $92,511 at 6%; with 50% employer match about $92,511 at 4% or $61,674 at 6%; with 100% employer match about $69,383 at 4% or $46,256 at 6%.
UPSOURCED ACCOUNTING 401(K) PLAN-9$33,278$35,646$3,961iApproximate average salary by contribution assumption: employee only about $99,017 at 4% or $66,011 at 6%; with 50% employer match about $66,011 at 4% or $44,007 at 6%; with 100% employer match about $49,508 at 4% or $33,006 at 6%.
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-4$2,767$14,310$3,578iApproximate average salary by contribution assumption: employee only about $89,438 at 4% or $59,625 at 6%; with 50% employer match about $59,625 at 4% or $39,750 at 6%; with 100% employer match about $44,719 at 4% or $29,813 at 6%.
201710$4,632$13,178-
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-0$4,632$13,178-
201612$1,845$156,513$78,257iApproximate average salary by contribution assumption: employee only about $1,956,413 at 4% or $1,304,275 at 6%; with 50% employer match about $1,304,275 at 4% or $869,517 at 6%; with 100% employer match about $978,206 at 4% or $652,138 at 6%.
UPSOURCED ACCOUNTING SOCA BENEFIT PLAN-2$1,845$156,513$78,257iApproximate average salary by contribution assumption: employee only about $1,956,413 at 4% or $1,304,275 at 6%; with 50% employer match about $1,304,275 at 4% or $869,517 at 6%; with 100% employer match about $978,206 at 4% or $652,138 at 6%.