Civic Intelligence

Upstart Wealth Management LLC

Plan context: Upstart Wealth Management 401(K) Plan

EIN 47-2148111 • New York, NY • 7 filings • 1 plans

745 5th Ave#500New York, NY 10151
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$408,569

2025 Contributions

$84,408

Historical Graphs

Total Assets Over Time

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

$408,569$204,285$0201920222025YearValue
$408,569Latest year 2025

Participants Over Time

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

530201920222025YearValue
4Latest 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
202514$408,569$84,408$21,102iApproximate average salary by contribution assumption: employee only about $527,550 at 4% or $351,700 at 6%; with 50% employer match about $351,700 at 4% or $234,467 at 6%; with 100% employer match about $263,775 at 4% or $175,850 at 6%.
Upstart Wealth Management 401(K) Plan-4$408,569$84,408$21,102iApproximate average salary by contribution assumption: employee only about $527,550 at 4% or $351,700 at 6%; with 50% employer match about $351,700 at 4% or $234,467 at 6%; with 100% employer match about $263,775 at 4% or $175,850 at 6%.
202414$305,376$54,235$13,559iApproximate average salary by contribution assumption: employee only about $338,969 at 4% or $225,979 at 6%; with 50% employer match about $225,979 at 4% or $150,653 at 6%; with 100% employer match about $169,484 at 4% or $112,990 at 6%.
Upstart Wealth Management 401(K) Plan-4$305,376$54,235$13,559iApproximate average salary by contribution assumption: employee only about $338,969 at 4% or $225,979 at 6%; with 50% employer match about $225,979 at 4% or $150,653 at 6%; with 100% employer match about $169,484 at 4% or $112,990 at 6%.
202315$299,507$55,314$11,063iApproximate average salary by contribution assumption: employee only about $276,570 at 4% or $184,380 at 6%; with 50% employer match about $184,380 at 4% or $122,920 at 6%; with 100% employer match about $138,285 at 4% or $92,190 at 6%.
Upstart Wealth Management 401(K) Plan-5$299,507$55,314$11,063iApproximate average salary by contribution assumption: employee only about $276,570 at 4% or $184,380 at 6%; with 50% employer match about $184,380 at 4% or $122,920 at 6%; with 100% employer match about $138,285 at 4% or $92,190 at 6%.
202215$202,467$109,874$21,975iApproximate average salary by contribution assumption: employee only about $549,370 at 4% or $366,247 at 6%; with 50% employer match about $366,247 at 4% or $244,164 at 6%; with 100% employer match about $274,685 at 4% or $183,123 at 6%.
Upstart Wealth Management 401(K) Plan-5$202,467$109,874$21,975iApproximate average salary by contribution assumption: employee only about $549,370 at 4% or $366,247 at 6%; with 50% employer match about $366,247 at 4% or $244,164 at 6%; with 100% employer match about $274,685 at 4% or $183,123 at 6%.
202114$114,843$56,138$14,035iApproximate average salary by contribution assumption: employee only about $350,863 at 4% or $233,908 at 6%; with 50% employer match about $233,908 at 4% or $155,939 at 6%; with 100% employer match about $175,431 at 4% or $116,954 at 6%.
Upstart Wealth Management 401(K) Plan-4$114,843$56,138$14,035iApproximate average salary by contribution assumption: employee only about $350,863 at 4% or $233,908 at 6%; with 50% employer match about $233,908 at 4% or $155,939 at 6%; with 100% employer match about $175,431 at 4% or $116,954 at 6%.
202012$48,797$30,754$15,377iApproximate average salary by contribution assumption: employee only about $384,425 at 4% or $256,283 at 6%; with 50% employer match about $256,283 at 4% or $170,856 at 6%; with 100% employer match about $192,213 at 4% or $128,142 at 6%.
Upstart Wealth Management 401(K) Plan-2$48,797$30,754$15,377iApproximate average salary by contribution assumption: employee only about $384,425 at 4% or $256,283 at 6%; with 50% employer match about $256,283 at 4% or $170,856 at 6%; with 100% employer match about $192,213 at 4% or $128,142 at 6%.
201913$12,090$11,251$3,750iApproximate average salary by contribution assumption: employee only about $93,758 at 4% or $62,506 at 6%; with 50% employer match about $62,506 at 4% or $41,670 at 6%; with 100% employer match about $46,879 at 4% or $31,253 at 6%.
Upstart Wealth Management 401(K) Plan-3$12,090$11,251$3,750iApproximate average salary by contribution assumption: employee only about $93,758 at 4% or $62,506 at 6%; with 50% employer match about $62,506 at 4% or $41,670 at 6%; with 100% employer match about $46,879 at 4% or $31,253 at 6%.