Civic Intelligence

UPWARD LABS HOLDINGS INC

Plan context: UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 46-0880506 • San Francisco, CA • 13 filings • 3 plans

580 California St Ste 1200San Francisco, CA 94104-1071
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$974,464

2025 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$974,464$487,232$0201320192025YearValue
$974,464Latest year 2025

Participants Over Time

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

530201320192025YearValue
2Latest 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
202512$974,464$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-2$974,464$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202414$814,309$41,000$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-4$814,309$41,000$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
202315$687,754$40,500$8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%.
UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-5$687,754$40,500$8,100iApproximate average salary by contribution assumption: employee only about $202,500 at 4% or $135,000 at 6%; with 50% employer match about $135,000 at 4% or $90,000 at 6%; with 100% employer match about $101,250 at 4% or $67,500 at 6%.
202215$531,516$38,500$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-5$531,516$38,500$7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%.
202115$613,376$57,000$11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%.
UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-5$613,376$57,000$11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%.
202012$475,567$36,750$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-2$475,567$36,750$18,375iApproximate average salary by contribution assumption: employee only about $459,375 at 4% or $306,250 at 6%; with 50% employer match about $306,250 at 4% or $204,167 at 6%; with 100% employer match about $229,688 at 4% or $153,125 at 6%.
201915$352,595$48,422$9,684iApproximate average salary by contribution assumption: employee only about $242,110 at 4% or $161,407 at 6%; with 50% employer match about $161,407 at 4% or $107,604 at 6%; with 100% employer match about $121,055 at 4% or $80,703 at 6%.
UPWARD LABS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-5$352,595$48,422$9,684iApproximate average salary by contribution assumption: employee only about $242,110 at 4% or $161,407 at 6%; with 50% employer match about $161,407 at 4% or $107,604 at 6%; with 100% employer match about $121,055 at 4% or $80,703 at 6%.
201815$246,680$47,704$9,541iApproximate average salary by contribution assumption: employee only about $238,520 at 4% or $159,013 at 6%; with 50% employer match about $159,013 at 4% or $106,009 at 6%; with 100% employer match about $119,260 at 4% or $79,507 at 6%.
UPWARD LABS HOLDINGS INC 401 K PROFIT SHARING PLAN TRUST-5$246,680$47,704$9,541iApproximate average salary by contribution assumption: employee only about $238,520 at 4% or $159,013 at 6%; with 50% employer match about $159,013 at 4% or $106,009 at 6%; with 100% employer match about $119,260 at 4% or $79,507 at 6%.
201713$212,076$39,397$13,132iApproximate average salary by contribution assumption: employee only about $328,308 at 4% or $218,872 at 6%; with 50% employer match about $218,872 at 4% or $145,915 at 6%; with 100% employer match about $164,154 at 4% or $109,436 at 6%.
UPWARD LABS HOLDINGS INC 401 K PROFIT SHARING PLAN TRUST-3$212,076$39,397$13,132iApproximate average salary by contribution assumption: employee only about $328,308 at 4% or $218,872 at 6%; with 50% employer match about $218,872 at 4% or $145,915 at 6%; with 100% employer match about $164,154 at 4% or $109,436 at 6%.
201612$146,460$39,130$19,565iApproximate average salary by contribution assumption: employee only about $489,125 at 4% or $326,083 at 6%; with 50% employer match about $326,083 at 4% or $217,389 at 6%; with 100% employer match about $244,563 at 4% or $163,042 at 6%.
UPWARD LABS HOLDINGS INC 401 K PROFIT SHARING PLAN TRUST-2$146,460$39,130$19,565iApproximate average salary by contribution assumption: employee only about $489,125 at 4% or $326,083 at 6%; with 50% employer match about $326,083 at 4% or $217,389 at 6%; with 100% employer match about $244,563 at 4% or $163,042 at 6%.
201512$101,496$32,481$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
UPWARD LABS HOLDINGS INC 401 K PROFIT SHARING PLAN TRUST-2$101,496$32,481$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
201412$69,842$30,092$15,046iApproximate average salary by contribution assumption: employee only about $376,150 at 4% or $250,767 at 6%; with 50% employer match about $250,767 at 4% or $167,178 at 6%; with 100% employer match about $188,075 at 4% or $125,383 at 6%.
UPWARD LABS HOLDINGS INC 401 K PROFIT SHARING PLAN TRUST-2$69,842$30,092$15,046iApproximate average salary by contribution assumption: employee only about $376,150 at 4% or $250,767 at 6%; with 50% employer match about $250,767 at 4% or $167,178 at 6%; with 100% employer match about $188,075 at 4% or $125,383 at 6%.
201312$34,581$31,321$15,661iApproximate average salary by contribution assumption: employee only about $391,513 at 4% or $261,008 at 6%; with 50% employer match about $261,008 at 4% or $174,006 at 6%; with 100% employer match about $195,756 at 4% or $130,504 at 6%.
UPWARD LAB HOLDINGS INC 401 K PROFIT SHARING PLAN TRUST-2$34,581$31,321$15,661iApproximate average salary by contribution assumption: employee only about $391,513 at 4% or $261,008 at 6%; with 50% employer match about $261,008 at 4% or $174,006 at 6%; with 100% employer match about $195,756 at 4% or $130,504 at 6%.