Civic Intelligence

UPPER WEST STRATEGIES LLC

Plan context: UPPER WEST STRATEGIES 401(K) PLAN

EIN 46-2090770 • New York, NY • 7 filings • 1 plans

317 West 103rd StreetApartment 1New York, NY 10025
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$838,716

2025 Contributions

$114,001

Historical Graphs

Total Assets Over Time

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

$838,716$419,358$0201920222025YearValue
$838,716Latest year 2025

Participants Over Time

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

950201920222025YearValue
9Latest 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
202519$838,716$114,001$12,667iApproximate average salary by contribution assumption: employee only about $316,669 at 4% or $211,113 at 6%; with 50% employer match about $211,113 at 4% or $140,742 at 6%; with 100% employer match about $158,335 at 4% or $105,556 at 6%.
UPPER WEST STRATEGIES 401(K) PLAN-9$838,716$114,001$12,667iApproximate average salary by contribution assumption: employee only about $316,669 at 4% or $211,113 at 6%; with 50% employer match about $211,113 at 4% or $140,742 at 6%; with 100% employer match about $158,335 at 4% or $105,556 at 6%.
202419$618,288$108,801$12,089iApproximate average salary by contribution assumption: employee only about $302,225 at 4% or $201,483 at 6%; with 50% employer match about $201,483 at 4% or $134,322 at 6%; with 100% employer match about $151,113 at 4% or $100,742 at 6%.
UPPER WEST STRATEGIES 401(K) PLAN-9$618,288$108,801$12,089iApproximate average salary by contribution assumption: employee only about $302,225 at 4% or $201,483 at 6%; with 50% employer match about $201,483 at 4% or $134,322 at 6%; with 100% employer match about $151,113 at 4% or $100,742 at 6%.
202318$450,174$92,992$11,624iApproximate average salary by contribution assumption: employee only about $290,600 at 4% or $193,733 at 6%; with 50% employer match about $193,733 at 4% or $129,156 at 6%; with 100% employer match about $145,300 at 4% or $96,867 at 6%.
UPPER WEST STRATEGIES 401(K) PLAN-8$450,174$92,992$11,624iApproximate average salary by contribution assumption: employee only about $290,600 at 4% or $193,733 at 6%; with 50% employer match about $193,733 at 4% or $129,156 at 6%; with 100% employer match about $145,300 at 4% or $96,867 at 6%.
202215$298,784$62,794$12,559iApproximate average salary by contribution assumption: employee only about $313,970 at 4% or $209,313 at 6%; with 50% employer match about $209,313 at 4% or $139,542 at 6%; with 100% employer match about $156,985 at 4% or $104,657 at 6%.
UPPER WEST STRATEGIES 401(K) PLAN-5$298,784$62,794$12,559iApproximate average salary by contribution assumption: employee only about $313,970 at 4% or $209,313 at 6%; with 50% employer match about $209,313 at 4% or $139,542 at 6%; with 100% employer match about $156,985 at 4% or $104,657 at 6%.
202114$285,021$148,288$37,072iApproximate average salary by contribution assumption: employee only about $926,800 at 4% or $617,867 at 6%; with 50% employer match about $617,867 at 4% or $411,911 at 6%; with 100% employer match about $463,400 at 4% or $308,933 at 6%.
UPPER WEST STRATEGIES 401(K) PLAN-4$285,021$148,288$37,072iApproximate average salary by contribution assumption: employee only about $926,800 at 4% or $617,867 at 6%; with 50% employer match about $617,867 at 4% or $411,911 at 6%; with 100% employer match about $463,400 at 4% or $308,933 at 6%.
202014$115,392$36,586$9,147iApproximate average salary by contribution assumption: employee only about $228,663 at 4% or $152,442 at 6%; with 50% employer match about $152,442 at 4% or $101,628 at 6%; with 100% employer match about $114,331 at 4% or $76,221 at 6%.
UPPER WEST STRATEGIES 401(K) PLAN-4$115,392$36,586$9,147iApproximate average salary by contribution assumption: employee only about $228,663 at 4% or $152,442 at 6%; with 50% employer match about $152,442 at 4% or $101,628 at 6%; with 100% employer match about $114,331 at 4% or $76,221 at 6%.
201913$64,418$61,012$20,337iApproximate average salary by contribution assumption: employee only about $508,433 at 4% or $338,956 at 6%; with 50% employer match about $338,956 at 4% or $225,970 at 6%; with 100% employer match about $254,217 at 4% or $169,478 at 6%.
UPPER WEST STRATEGIES 401(K) PLAN-3$64,418$61,012$20,337iApproximate average salary by contribution assumption: employee only about $508,433 at 4% or $338,956 at 6%; with 50% employer match about $338,956 at 4% or $225,970 at 6%; with 100% employer match about $254,217 at 4% or $169,478 at 6%.