Civic Intelligence

Uphold Hq Inc

Plan context: Uphold Hq Inc. 401 K Profit Sharing Plan Trust

EIN 46-5371066 • Larkspur, CA • 10 filings • 4 plans

80 East Sir Francis Drake BoulevardLarkspur, CA 94939
Current Snapshot

Latest Year

2024

2024 Participants

80

2024 Assets

$3,116,154

2024 Contributions

$891,772

Historical Graphs

Total Assets Over Time

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

$3,116,154$1,558,077$0201520202024YearValue
$3,116,154Latest year 2024

Participants Over Time

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

80400201520202024YearValue
80Latest year 2024

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
2024180$3,116,154$891,772$11,147iApproximate average salary by contribution assumption: employee only about $278,679 at 4% or $185,786 at 6%; with 50% employer match about $185,786 at 4% or $123,857 at 6%; with 100% employer match about $139,339 at 4% or $92,893 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-80$3,116,154$891,772$11,147iApproximate average salary by contribution assumption: employee only about $278,679 at 4% or $185,786 at 6%; with 50% employer match about $185,786 at 4% or $123,857 at 6%; with 100% employer match about $139,339 at 4% or $92,893 at 6%.
2023174$2,146,737$588,616$7,954iApproximate average salary by contribution assumption: employee only about $198,857 at 4% or $132,571 at 6%; with 50% employer match about $132,571 at 4% or $88,381 at 6%; with 100% employer match about $99,428 at 4% or $66,286 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-74$2,146,737$588,616$7,954iApproximate average salary by contribution assumption: employee only about $198,857 at 4% or $132,571 at 6%; with 50% employer match about $132,571 at 4% or $88,381 at 6%; with 100% employer match about $99,428 at 4% or $66,286 at 6%.
2022174$1,549,890$970,183$13,111iApproximate average salary by contribution assumption: employee only about $327,765 at 4% or $218,510 at 6%; with 50% employer match about $218,510 at 4% or $145,673 at 6%; with 100% employer match about $163,882 at 4% or $109,255 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-74$1,549,890$970,183$13,111iApproximate average salary by contribution assumption: employee only about $327,765 at 4% or $218,510 at 6%; with 50% employer match about $218,510 at 4% or $145,673 at 6%; with 100% employer match about $163,882 at 4% or $109,255 at 6%.
2021167$924,283$471,938$7,044iApproximate average salary by contribution assumption: employee only about $176,096 at 4% or $117,398 at 6%; with 50% employer match about $117,398 at 4% or $78,265 at 6%; with 100% employer match about $88,048 at 4% or $58,699 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-67$924,283$471,938$7,044iApproximate average salary by contribution assumption: employee only about $176,096 at 4% or $117,398 at 6%; with 50% employer match about $117,398 at 4% or $78,265 at 6%; with 100% employer match about $88,048 at 4% or $58,699 at 6%.
2020124$448,299$190,533$7,939iApproximate average salary by contribution assumption: employee only about $198,472 at 4% or $132,315 at 6%; with 50% employer match about $132,315 at 4% or $88,210 at 6%; with 100% employer match about $99,236 at 4% or $66,157 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-24$448,299$190,533$7,939iApproximate average salary by contribution assumption: employee only about $198,472 at 4% or $132,315 at 6%; with 50% employer match about $132,315 at 4% or $88,210 at 6%; with 100% employer match about $99,236 at 4% or $66,157 at 6%.
2019123$266,210$179,620$7,810iApproximate average salary by contribution assumption: employee only about $195,239 at 4% or $130,159 at 6%; with 50% employer match about $130,159 at 4% or $86,773 at 6%; with 100% employer match about $97,620 at 4% or $65,080 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-23$266,210$179,620$7,810iApproximate average salary by contribution assumption: employee only about $195,239 at 4% or $130,159 at 6%; with 50% employer match about $130,159 at 4% or $86,773 at 6%; with 100% employer match about $97,620 at 4% or $65,080 at 6%.
2018112$148,097$58,511$4,876iApproximate average salary by contribution assumption: employee only about $121,898 at 4% or $81,265 at 6%; with 50% employer match about $81,265 at 4% or $54,177 at 6%; with 100% employer match about $60,949 at 4% or $40,633 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-12$148,097$58,511$4,876iApproximate average salary by contribution assumption: employee only about $121,898 at 4% or $81,265 at 6%; with 50% employer match about $81,265 at 4% or $54,177 at 6%; with 100% employer match about $60,949 at 4% or $40,633 at 6%.
201714$98,647$13,218$3,305iApproximate average salary by contribution assumption: employee only about $82,613 at 4% or $55,075 at 6%; with 50% employer match about $55,075 at 4% or $36,717 at 6%; with 100% employer match about $41,306 at 4% or $27,538 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-4$98,647$13,218$3,305iApproximate average salary by contribution assumption: employee only about $82,613 at 4% or $55,075 at 6%; with 50% employer match about $55,075 at 4% or $36,717 at 6%; with 100% employer match about $41,306 at 4% or $27,538 at 6%.
201612$75,019$54,026$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-2$75,019$54,026$27,013iApproximate average salary by contribution assumption: employee only about $675,325 at 4% or $450,217 at 6%; with 50% employer match about $450,217 at 4% or $300,144 at 6%; with 100% employer match about $337,663 at 4% or $225,108 at 6%.
201511$16,984$17,215$17,215iApproximate average salary by contribution assumption: employee only about $430,375 at 4% or $286,917 at 6%; with 50% employer match about $286,917 at 4% or $191,278 at 6%; with 100% employer match about $215,188 at 4% or $143,458 at 6%.
Uphold Hq Inc. 401 K Profit Sharing Plan Trust-1$16,984$17,215$17,215iApproximate average salary by contribution assumption: employee only about $430,375 at 4% or $286,917 at 6%; with 50% employer match about $286,917 at 4% or $191,278 at 6%; with 100% employer match about $215,188 at 4% or $143,458 at 6%.