Civic Intelligence

Upland South Consulting LLC

Plan context: Upland South Consulting LLC 401(K) Profit Sharing Plan and Trust

EIN 47-1664175 • Oxford, MA • 2 filings • 2 plans

70 Old Howarth RdOxford, MA 01540-1941
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$17,545

2015 Contributions

$24,000

Historical Graphs

Total Assets Over Time

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

$17,545$8,773$02014YearValue
$17,545Latest year 2014

Participants Over Time

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

1102014YearValue
1Latest year 2014

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
201510$0$24,000-
Upland South Consulting LLC 401(K) Profit Sharing Plan and Trust-0$0$24,000-
201411$17,545$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Upland South Consulting LLC 401(K) Profit Sharing Plan and Trust-1$17,545$17,500$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.