Civic Intelligence

Upton Hill LLC

Plan context: Upton Hill LLC 401(K) Profit Sharing Plan & Trust

EIN 46-1464321 • Edina, MN • 7 filings • 3 plans

4600 W 77th St Ste 370Edina, MN 55435
Current Snapshot

Latest Year

2019

2019 Participants

34

2019 Assets

$710,101

2019 Contributions

$161,359

Historical Graphs

Total Assets Over Time

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

$710,101$355,051$0201320162018YearValue
$710,101Latest year 2018

Participants Over Time

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

34170201320162018YearValue
34Latest year 2018

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
201910$0$161,359-
Upton Hill LLC 401(K) Profit Sharing Plan & Trust-0$0$161,359-
2018134$710,101$361,703$10,638iApproximate average salary by contribution assumption: employee only about $265,958 at 4% or $177,305 at 6%; with 50% employer match about $177,305 at 4% or $118,204 at 6%; with 100% employer match about $132,979 at 4% or $88,653 at 6%.
Upton Hill LLC 401(K) Profit Sharing Plan & Trust-34$710,101$361,703$10,638iApproximate average salary by contribution assumption: employee only about $265,958 at 4% or $177,305 at 6%; with 50% employer match about $177,305 at 4% or $118,204 at 6%; with 100% employer match about $132,979 at 4% or $88,653 at 6%.
2017120$600,498$175,832$8,792iApproximate average salary by contribution assumption: employee only about $219,790 at 4% or $146,527 at 6%; with 50% employer match about $146,527 at 4% or $97,684 at 6%; with 100% employer match about $109,895 at 4% or $73,263 at 6%.
Upton Hill LLC 401(K) Profit Sharing Plan & Trust-20$600,498$175,832$8,792iApproximate average salary by contribution assumption: employee only about $219,790 at 4% or $146,527 at 6%; with 50% employer match about $146,527 at 4% or $97,684 at 6%; with 100% employer match about $109,895 at 4% or $73,263 at 6%.
2016111$367,370$97,738$8,885iApproximate average salary by contribution assumption: employee only about $222,132 at 4% or $148,088 at 6%; with 50% employer match about $148,088 at 4% or $98,725 at 6%; with 100% employer match about $111,066 at 4% or $74,044 at 6%.
Upton Hill LLC 401(K) Profit Sharing Plan & Trust-11$367,370$97,738$8,885iApproximate average salary by contribution assumption: employee only about $222,132 at 4% or $148,088 at 6%; with 50% employer match about $148,088 at 4% or $98,725 at 6%; with 100% employer match about $111,066 at 4% or $74,044 at 6%.
2015114$293,618$127,942$9,139iApproximate average salary by contribution assumption: employee only about $228,468 at 4% or $152,312 at 6%; with 50% employer match about $152,312 at 4% or $101,541 at 6%; with 100% employer match about $114,234 at 4% or $76,156 at 6%.
Upton Hill LLC 401(K) Profit Sharing Plan & Trust-14$293,618$127,942$9,139iApproximate average salary by contribution assumption: employee only about $228,468 at 4% or $152,312 at 6%; with 50% employer match about $152,312 at 4% or $101,541 at 6%; with 100% employer match about $114,234 at 4% or $76,156 at 6%.
2014113$196,508$128,078$9,852iApproximate average salary by contribution assumption: employee only about $246,304 at 4% or $164,203 at 6%; with 50% employer match about $164,203 at 4% or $109,468 at 6%; with 100% employer match about $123,152 at 4% or $82,101 at 6%.
Upton Hill LLC 401(K) Profit Sharing Plan & Trust-13$196,508$128,078$9,852iApproximate average salary by contribution assumption: employee only about $246,304 at 4% or $164,203 at 6%; with 50% employer match about $164,203 at 4% or $109,468 at 6%; with 100% employer match about $123,152 at 4% or $82,101 at 6%.
2013113$65,629$62,676$4,821iApproximate average salary by contribution assumption: employee only about $120,531 at 4% or $80,354 at 6%; with 50% employer match about $80,354 at 4% or $53,569 at 6%; with 100% employer match about $60,265 at 4% or $40,177 at 6%.
Upton Hill LLC 401(K) Profit Sharing Plan & Trust-13$65,629$62,676$4,821iApproximate average salary by contribution assumption: employee only about $120,531 at 4% or $80,354 at 6%; with 50% employer match about $80,354 at 4% or $53,569 at 6%; with 100% employer match about $60,265 at 4% or $40,177 at 6%.