Civic Intelligence

Upstate Companies I LLC

Plan context: Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust

EIN 45-5454043 • Mount Upton, NY • 17 filings • 4 plans

1690 State Highway 8Mount Upton, NY 13809
Current Snapshot

Latest Year

2024

2024 Participants

103

2024 Assets

$9,455,421

2024 Contributions

$2,810,128

Historical Graphs

Total Assets Over Time

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

$9,455,421$4,727,711$0201420192024YearValue
$9,455,421Latest year 2024

Participants Over Time

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

103520201420192024YearValue
103Latest 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
20242103$9,455,421$2,810,128$27,283iApproximate average salary by contribution assumption: employee only about $682,070 at 4% or $454,713 at 6%; with 50% employer match about $454,713 at 4% or $303,142 at 6%; with 100% employer match about $341,035 at 4% or $227,357 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-103$9,209,943$1,732,760$16,823iApproximate average salary by contribution assumption: employee only about $420,573 at 4% or $280,382 at 6%; with 50% employer match about $280,382 at 4% or $186,921 at 6%; with 100% employer match about $210,286 at 4% or $140,191 at 6%.
UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST-77$245,478$1,077,368$13,992iApproximate average salary by contribution assumption: employee only about $349,795 at 4% or $233,197 at 6%; with 50% employer match about $233,197 at 4% or $155,464 at 6%; with 100% employer match about $174,897 at 4% or $116,598 at 6%.
2023298$7,599,248$2,692,570$27,475iApproximate average salary by contribution assumption: employee only about $686,880 at 4% or $457,920 at 6%; with 50% employer match about $457,920 at 4% or $305,280 at 6%; with 100% employer match about $343,440 at 4% or $228,960 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-98$7,401,107$1,719,256$17,543iApproximate average salary by contribution assumption: employee only about $438,586 at 4% or $292,390 at 6%; with 50% employer match about $292,390 at 4% or $194,927 at 6%; with 100% employer match about $219,293 at 4% or $146,195 at 6%.
UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST-68$198,141$973,314$14,313iApproximate average salary by contribution assumption: employee only about $357,836 at 4% or $238,557 at 6%; with 50% employer match about $238,557 at 4% or $159,038 at 6%; with 100% employer match about $178,918 at 4% or $119,279 at 6%.
2022287$4,998,400$2,129,550$24,478iApproximate average salary by contribution assumption: employee only about $611,940 at 4% or $407,960 at 6%; with 50% employer match about $407,960 at 4% or $271,973 at 6%; with 100% employer match about $305,970 at 4% or $203,980 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-87$4,827,538$1,273,882$14,642iApproximate average salary by contribution assumption: employee only about $366,058 at 4% or $244,039 at 6%; with 50% employer match about $244,039 at 4% or $162,692 at 6%; with 100% employer match about $183,029 at 4% or $122,019 at 6%.
UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST-62$170,862$855,668$13,801iApproximate average salary by contribution assumption: employee only about $345,027 at 4% or $230,018 at 6%; with 50% employer match about $230,018 at 4% or $153,346 at 6%; with 100% employer match about $172,514 at 4% or $115,009 at 6%.
2021285$5,127,330$2,667,302$31,380iApproximate average salary by contribution assumption: employee only about $784,501 at 4% or $523,000 at 6%; with 50% employer match about $523,000 at 4% or $348,667 at 6%; with 100% employer match about $392,250 at 4% or $261,500 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-85$4,895,232$1,684,390$19,816iApproximate average salary by contribution assumption: employee only about $495,409 at 4% or $330,273 at 6%; with 50% employer match about $330,273 at 4% or $220,182 at 6%; with 100% employer match about $247,704 at 4% or $165,136 at 6%.
UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST-70$232,098$982,912$14,042iApproximate average salary by contribution assumption: employee only about $351,040 at 4% or $234,027 at 6%; with 50% employer match about $234,027 at 4% or $156,018 at 6%; with 100% employer match about $175,520 at 4% or $117,013 at 6%.
2020287$3,152,303$2,730,271$31,382iApproximate average salary by contribution assumption: employee only about $784,561 at 4% or $523,040 at 6%; with 50% employer match about $523,040 at 4% or $348,694 at 6%; with 100% employer match about $392,280 at 4% or $261,520 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-87$2,929,240$1,794,690$20,629iApproximate average salary by contribution assumption: employee only about $515,716 at 4% or $343,810 at 6%; with 50% employer match about $343,810 at 4% or $229,207 at 6%; with 100% employer match about $257,858 at 4% or $171,905 at 6%.
UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST-70$223,063$935,581$13,365iApproximate average salary by contribution assumption: employee only about $334,136 at 4% or $222,757 at 6%; with 50% employer match about $222,757 at 4% or $148,505 at 6%; with 100% employer match about $167,068 at 4% or $111,379 at 6%.
2019280$992,450$1,150,903$14,386iApproximate average salary by contribution assumption: employee only about $359,657 at 4% or $239,771 at 6%; with 50% employer match about $239,771 at 4% or $159,848 at 6%; with 100% employer match about $179,829 at 4% or $119,886 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-38$782,623$213,930$5,630iApproximate average salary by contribution assumption: employee only about $140,743 at 4% or $93,829 at 6%; with 50% employer match about $93,829 at 4% or $62,553 at 6%; with 100% employer match about $70,372 at 4% or $46,914 at 6%.
UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST-80$209,827$936,973$11,712iApproximate average salary by contribution assumption: employee only about $292,804 at 4% or $195,203 at 6%; with 50% employer match about $195,203 at 4% or $130,135 at 6%; with 100% employer match about $146,402 at 4% or $97,601 at 6%.
2018125$448,293$186,956$7,478iApproximate average salary by contribution assumption: employee only about $186,956 at 4% or $124,637 at 6%; with 50% employer match about $124,637 at 4% or $83,092 at 6%; with 100% employer match about $93,478 at 4% or $62,319 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-25$448,293$186,956$7,478iApproximate average salary by contribution assumption: employee only about $186,956 at 4% or $124,637 at 6%; with 50% employer match about $124,637 at 4% or $83,092 at 6%; with 100% employer match about $93,478 at 4% or $62,319 at 6%.
2017118$295,095$187,949$10,442iApproximate average salary by contribution assumption: employee only about $261,040 at 4% or $174,027 at 6%; with 50% employer match about $174,027 at 4% or $116,018 at 6%; with 100% employer match about $130,520 at 4% or $87,013 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-18$295,095$187,949$10,442iApproximate average salary by contribution assumption: employee only about $261,040 at 4% or $174,027 at 6%; with 50% employer match about $174,027 at 4% or $116,018 at 6%; with 100% employer match about $130,520 at 4% or $87,013 at 6%.
2016111$73,273$23,294$2,118iApproximate average salary by contribution assumption: employee only about $52,941 at 4% or $35,294 at 6%; with 50% employer match about $35,294 at 4% or $23,529 at 6%; with 100% employer match about $26,470 at 4% or $17,647 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-11$73,273$23,294$2,118iApproximate average salary by contribution assumption: employee only about $52,941 at 4% or $35,294 at 6%; with 50% employer match about $35,294 at 4% or $23,529 at 6%; with 100% employer match about $26,470 at 4% or $17,647 at 6%.
201519$48,929$37,383$4,154iApproximate average salary by contribution assumption: employee only about $103,842 at 4% or $69,228 at 6%; with 50% employer match about $69,228 at 4% or $46,152 at 6%; with 100% employer match about $51,921 at 4% or $34,614 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-9$48,929$37,383$4,154iApproximate average salary by contribution assumption: employee only about $103,842 at 4% or $69,228 at 6%; with 50% employer match about $69,228 at 4% or $46,152 at 6%; with 100% employer match about $51,921 at 4% or $34,614 at 6%.
201415$12,747$12,541$2,508iApproximate average salary by contribution assumption: employee only about $62,705 at 4% or $41,803 at 6%; with 50% employer match about $41,803 at 4% or $27,869 at 6%; with 100% employer match about $31,352 at 4% or $20,902 at 6%.
Upstate Companies I LLC 401(K) Profit Sharing Plan and Trust-5$12,747$12,541$2,508iApproximate average salary by contribution assumption: employee only about $62,705 at 4% or $41,803 at 6%; with 50% employer match about $41,803 at 4% or $27,869 at 6%; with 100% employer match about $31,352 at 4% or $20,902 at 6%.