Upstream Office Solutions LLC
Plan context: Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust
EIN 46-1173893 • Tampa, FL • 7 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
2
2021 Assets
$232,024
2021 Contributions
$30,491
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2020 | 1 | 2 | $0 | $30,491 | $15,246iApproximate average salary by contribution assumption: employee only about $381,138 at 4% or $254,092 at 6%; with 50% employer match about $254,092 at 4% or $169,394 at 6%; with 100% employer match about $190,569 at 4% or $127,046 at 6%. |
| Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust | - | 2 | $0 | $30,491 | $15,246iApproximate average salary by contribution assumption: employee only about $381,138 at 4% or $254,092 at 6%; with 50% employer match about $254,092 at 4% or $169,394 at 6%; with 100% employer match about $190,569 at 4% or $127,046 at 6%. |
| 2019 | 1 | 8 | $232,024 | $53,658 | $6,707iApproximate average salary by contribution assumption: employee only about $167,681 at 4% or $111,788 at 6%; with 50% employer match about $111,788 at 4% or $74,525 at 6%; with 100% employer match about $83,841 at 4% or $55,894 at 6%. |
| Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust | - | 8 | $232,024 | $53,658 | $6,707iApproximate average salary by contribution assumption: employee only about $167,681 at 4% or $111,788 at 6%; with 50% employer match about $111,788 at 4% or $74,525 at 6%; with 100% employer match about $83,841 at 4% or $55,894 at 6%. |
| 2018 | 1 | 7 | $140,915 | $37,712 | $5,387iApproximate average salary by contribution assumption: employee only about $134,686 at 4% or $89,790 at 6%; with 50% employer match about $89,790 at 4% or $59,860 at 6%; with 100% employer match about $67,343 at 4% or $44,895 at 6%. |
| Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust | - | 7 | $140,915 | $37,712 | $5,387iApproximate average salary by contribution assumption: employee only about $134,686 at 4% or $89,790 at 6%; with 50% employer match about $89,790 at 4% or $59,860 at 6%; with 100% employer match about $67,343 at 4% or $44,895 at 6%. |
| 2017 | 1 | 5 | $111,243 | $39,495 | $7,899iApproximate average salary by contribution assumption: employee only about $197,475 at 4% or $131,650 at 6%; with 50% employer match about $131,650 at 4% or $87,767 at 6%; with 100% employer match about $98,738 at 4% or $65,825 at 6%. |
| Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust | - | 5 | $111,243 | $39,495 | $7,899iApproximate average salary by contribution assumption: employee only about $197,475 at 4% or $131,650 at 6%; with 50% employer match about $131,650 at 4% or $87,767 at 6%; with 100% employer match about $98,738 at 4% or $65,825 at 6%. |
| 2016 | 1 | 5 | $62,804 | $41,139 | $8,228iApproximate average salary by contribution assumption: employee only about $205,695 at 4% or $137,130 at 6%; with 50% employer match about $137,130 at 4% or $91,420 at 6%; with 100% employer match about $102,847 at 4% or $68,565 at 6%. |
| Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust | - | 5 | $62,804 | $41,139 | $8,228iApproximate average salary by contribution assumption: employee only about $205,695 at 4% or $137,130 at 6%; with 50% employer match about $137,130 at 4% or $91,420 at 6%; with 100% employer match about $102,847 at 4% or $68,565 at 6%. |
| 2015 | 1 | 2 | $17,248 | $17,311 | $8,656iApproximate average salary by contribution assumption: employee only about $216,388 at 4% or $144,258 at 6%; with 50% employer match about $144,258 at 4% or $96,172 at 6%; with 100% employer match about $108,194 at 4% or $72,129 at 6%. |
| Upstream Office Solutions LLC 401 K Profit Sharing Plan Trust | - | 2 | $17,248 | $17,311 | $8,656iApproximate average salary by contribution assumption: employee only about $216,388 at 4% or $144,258 at 6%; with 50% employer match about $144,258 at 4% or $96,172 at 6%; with 100% employer match about $108,194 at 4% or $72,129 at 6%. |