Civic Intelligence

UPSTREAM ACADEMY, LLC

Plan context: UPSTREAM ACADEMY 401(K) PLAN

EIN 46-1991642 • Helena, MT • 6 filings • 1 plans

P.O. Box 1147Helena, MT 59624-1147
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,226,994

2025 Contributions

$99,302

Historical Graphs

Total Assets Over Time

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

$1,226,994$613,497$0202020232025YearValue
$1,226,994Latest year 2025

Participants Over Time

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

630202020232025YearValue
5Latest 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
202515$1,226,994$99,302$19,860iApproximate average salary by contribution assumption: employee only about $496,510 at 4% or $331,007 at 6%; with 50% employer match about $331,007 at 4% or $220,671 at 6%; with 100% employer match about $248,255 at 4% or $165,503 at 6%.
UPSTREAM ACADEMY 401(K) PLAN-5$1,226,994$99,302$19,860iApproximate average salary by contribution assumption: employee only about $496,510 at 4% or $331,007 at 6%; with 50% employer match about $331,007 at 4% or $220,671 at 6%; with 100% employer match about $248,255 at 4% or $165,503 at 6%.
202416$1,061,529$484,303$80,717iApproximate average salary by contribution assumption: employee only about $2,017,929 at 4% or $1,345,286 at 6%; with 50% employer match about $1,345,286 at 4% or $896,857 at 6%; with 100% employer match about $1,008,965 at 4% or $672,643 at 6%.
UPSTREAM ACADEMY 401(K) PLAN-6$1,061,529$484,303$80,717iApproximate average salary by contribution assumption: employee only about $2,017,929 at 4% or $1,345,286 at 6%; with 50% employer match about $1,345,286 at 4% or $896,857 at 6%; with 100% employer match about $1,008,965 at 4% or $672,643 at 6%.
202316$504,939$142,166$23,694iApproximate average salary by contribution assumption: employee only about $592,358 at 4% or $394,906 at 6%; with 50% employer match about $394,906 at 4% or $263,270 at 6%; with 100% employer match about $296,179 at 4% or $197,453 at 6%.
UPSTREAM ACADEMY 401(K) PLAN-6$504,939$142,166$23,694iApproximate average salary by contribution assumption: employee only about $592,358 at 4% or $394,906 at 6%; with 50% employer match about $394,906 at 4% or $263,270 at 6%; with 100% employer match about $296,179 at 4% or $197,453 at 6%.
202216$300,775$126,288$21,048iApproximate average salary by contribution assumption: employee only about $526,200 at 4% or $350,800 at 6%; with 50% employer match about $350,800 at 4% or $233,867 at 6%; with 100% employer match about $263,100 at 4% or $175,400 at 6%.
UPSTREAM ACADEMY 401(K) PLAN-6$300,775$126,288$21,048iApproximate average salary by contribution assumption: employee only about $526,200 at 4% or $350,800 at 6%; with 50% employer match about $350,800 at 4% or $233,867 at 6%; with 100% employer match about $263,100 at 4% or $175,400 at 6%.
202115$218,412$143,577$28,715iApproximate average salary by contribution assumption: employee only about $717,885 at 4% or $478,590 at 6%; with 50% employer match about $478,590 at 4% or $319,060 at 6%; with 100% employer match about $358,943 at 4% or $239,295 at 6%.
UPSTREAM ACADEMY 401(K) PLAN-5$218,412$143,577$28,715iApproximate average salary by contribution assumption: employee only about $717,885 at 4% or $478,590 at 6%; with 50% employer match about $478,590 at 4% or $319,060 at 6%; with 100% employer match about $358,943 at 4% or $239,295 at 6%.
202016$93,805$92,533$15,422iApproximate average salary by contribution assumption: employee only about $385,554 at 4% or $257,036 at 6%; with 50% employer match about $257,036 at 4% or $171,357 at 6%; with 100% employer match about $192,777 at 4% or $128,518 at 6%.
UPSTREAM ACADEMY 401(K) PLAN-6$93,805$92,533$15,422iApproximate average salary by contribution assumption: employee only about $385,554 at 4% or $257,036 at 6%; with 50% employer match about $257,036 at 4% or $171,357 at 6%; with 100% employer match about $192,777 at 4% or $128,518 at 6%.