Upstate Fundamentals Inc
Plan context: Upstate Fundamentals Inc. 401K Profit Sharing Plan
EIN 47-2884131 • Simpsonville, SC • 6 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$297,219
2020 Contributions
$297,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 2 | $297,219 | $0 | - |
| Upstate Fundamentals Inc. 401K Profit Sharing Plan | - | 2 | $297,219 | - | - |
| 2019 | 1 | 3 | $297,203 | $0 | - |
| Upstate Fundamentals Inc. 401K Profit Sharing Plan | - | 3 | $297,203 | - | - |
| 2018 | 1 | 3 | $297,086 | $0 | - |
| Upstate Fundamentals Inc. 401K Profit Sharing Plan | - | 3 | $297,086 | - | - |
| 2017 | 1 | 3 | $296,991 | $0 | - |
| Upstate Fundamentals Inc. 401K Profit Sharing Plan | - | 3 | $296,991 | - | - |
| 2016 | 1 | 2 | $296,952 | $0 | - |
| Upstate Fundamentals Inc. 401K Profit Sharing Plan | - | 2 | $296,952 | - | - |
| 2015 | 1 | 1 | $296,950 | $297,000 | $297,000iApproximate average salary by contribution assumption: employee only about $7,425,000 at 4% or $4,950,000 at 6%; with 50% employer match about $4,950,000 at 4% or $3,300,000 at 6%; with 100% employer match about $3,712,500 at 4% or $2,475,000 at 6%. |
| Upstate Fundamentals Inc. 401K Profit Sharing Plan | - | 1 | $296,950 | $297,000 | $297,000iApproximate average salary by contribution assumption: employee only about $7,425,000 at 4% or $4,950,000 at 6%; with 50% employer match about $4,950,000 at 4% or $3,300,000 at 6%; with 100% employer match about $3,712,500 at 4% or $2,475,000 at 6%. |