Civic Intelligence

Uptake Technologies Inc.

Plan context: Uptake Technologies Inc. Retirement Trust

EIN 47-1427490 • 18 filings • 2 plans

Current Snapshot

Latest Year

2023

2023 Participants

102

2023 Assets

$14,483,076

2023 Contributions

$2,040,148

Historical Graphs

Total Assets Over Time

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

$19,974,535$9,987,268$0201520192023YearValue
$14,483,076Latest year 2023

Participants Over Time

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

6643320201520192023YearValue
102Latest year 2023

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
20232102$14,483,076$2,040,148$20,001iApproximate average salary by contribution assumption: employee only about $500,036 at 4% or $333,358 at 6%; with 50% employer match about $333,358 at 4% or $222,238 at 6%; with 100% employer match about $250,018 at 4% or $166,679 at 6%.
Uptake Technologies Inc. Retirement Trust-53$14,483,076$2,040,148$38,493iApproximate average salary by contribution assumption: employee only about $962,334 at 4% or $641,556 at 6%; with 50% employer match about $641,556 at 4% or $427,704 at 6%; with 100% employer match about $481,167 at 4% or $320,778 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-102---
20222102$14,384,208$2,588,878$25,381iApproximate average salary by contribution assumption: employee only about $634,529 at 4% or $423,019 at 6%; with 50% employer match about $423,019 at 4% or $282,013 at 6%; with 100% employer match about $317,264 at 4% or $211,510 at 6%.
Uptake Technologies Inc. Retirement Trust-102$14,384,208$2,588,878$25,381iApproximate average salary by contribution assumption: employee only about $634,529 at 4% or $423,019 at 6%; with 50% employer match about $423,019 at 4% or $282,013 at 6%; with 100% employer match about $317,264 at 4% or $211,510 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-102---
20212160$17,931,866$2,689,912$16,812iApproximate average salary by contribution assumption: employee only about $420,299 at 4% or $280,199 at 6%; with 50% employer match about $280,199 at 4% or $186,799 at 6%; with 100% employer match about $210,149 at 4% or $140,100 at 6%.
Uptake Technologies Inc. Retirement Trust-160$17,931,866$2,689,912$16,812iApproximate average salary by contribution assumption: employee only about $420,299 at 4% or $280,199 at 6%; with 50% employer match about $280,199 at 4% or $186,799 at 6%; with 100% employer match about $210,149 at 4% or $140,100 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-143---
20202152$18,147,515$2,526,346$16,621iApproximate average salary by contribution assumption: employee only about $415,517 at 4% or $277,012 at 6%; with 50% employer match about $277,012 at 4% or $184,674 at 6%; with 100% employer match about $207,759 at 4% or $138,506 at 6%.
Uptake Technologies Inc. Retirement Trust-152$18,147,515$2,526,346$16,621iApproximate average salary by contribution assumption: employee only about $415,517 at 4% or $277,012 at 6%; with 50% employer match about $277,012 at 4% or $184,674 at 6%; with 100% employer match about $207,759 at 4% or $138,506 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-146---
20192238$19,974,535$5,655,245$23,762iApproximate average salary by contribution assumption: employee only about $594,038 at 4% or $396,026 at 6%; with 50% employer match about $396,026 at 4% or $264,017 at 6%; with 100% employer match about $297,019 at 4% or $198,013 at 6%.
Uptake Technologies Inc. Retirement Trust-238$19,974,535$5,655,245$23,762iApproximate average salary by contribution assumption: employee only about $594,038 at 4% or $396,026 at 6%; with 50% employer match about $396,026 at 4% or $264,017 at 6%; with 100% employer match about $297,019 at 4% or $198,013 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-222---
20182421$16,285,099$8,236,751$19,565iApproximate average salary by contribution assumption: employee only about $489,118 at 4% or $326,079 at 6%; with 50% employer match about $326,079 at 4% or $217,386 at 6%; with 100% employer match about $244,559 at 4% or $163,039 at 6%.
Uptake Technologies Inc. Retirement Trust-421$16,285,099$8,236,751$19,565iApproximate average salary by contribution assumption: employee only about $489,118 at 4% or $326,079 at 6%; with 50% employer match about $326,079 at 4% or $217,386 at 6%; with 100% employer match about $244,559 at 4% or $163,039 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-415---
20172664$11,837,124$7,010,125$10,557iApproximate average salary by contribution assumption: employee only about $263,935 at 4% or $175,957 at 6%; with 50% employer match about $175,957 at 4% or $117,305 at 6%; with 100% employer match about $131,968 at 4% or $87,978 at 6%.
Uptake Technologies Inc. Retirement Trust-639$11,837,124$7,010,125$10,970iApproximate average salary by contribution assumption: employee only about $274,262 at 4% or $182,841 at 6%; with 50% employer match about $182,841 at 4% or $121,894 at 6%; with 100% employer match about $137,131 at 4% or $91,421 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-664---
20162466$4,055,044$3,670,624$7,877iApproximate average salary by contribution assumption: employee only about $196,922 at 4% or $131,281 at 6%; with 50% employer match about $131,281 at 4% or $87,521 at 6%; with 100% employer match about $98,461 at 4% or $65,641 at 6%.
Uptake Technologies Inc. Retirement Trust-465$4,055,044$3,670,624$7,894iApproximate average salary by contribution assumption: employee only about $197,345 at 4% or $131,564 at 6%; with 50% employer match about $131,564 at 4% or $87,709 at 6%; with 100% employer match about $98,673 at 4% or $65,782 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-466---
20152314$325,765$285,448$909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,151 at 6%; with 50% employer match about $15,151 at 4% or $10,101 at 6%; with 100% employer match about $11,363 at 4% or $7,576 at 6%.
Uptake Technologies Inc. Retirement Trust-224$325,765$285,448$1,274iApproximate average salary by contribution assumption: employee only about $31,858 at 4% or $21,239 at 6%; with 50% employer match about $21,239 at 4% or $14,159 at 6%; with 100% employer match about $15,929 at 4% or $10,619 at 6%.
Uptake Technologies Inc. Health & Welfare Plan-314---