Civic Intelligence

Upton & Associates Architects Rich

Plan context: Ballou Justice Upton 401K Savings Plan

EIN 54-1762261 • Richmond, VA • 24 filings • 2 plans

2402 North Parham RoadRichmond, VA 23229
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$283,615

2024 Contributions

$38,242

Historical Graphs

Total Assets Over Time

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

$1,389,285$694,643$0199920142024YearValue
$283,615Latest year 2024

Participants Over Time

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

35180199920132024YearValue
3Latest 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
202413$283,615$38,242$12,747iApproximate average salary by contribution assumption: employee only about $318,683 at 4% or $212,456 at 6%; with 50% employer match about $212,456 at 4% or $141,637 at 6%; with 100% employer match about $159,342 at 4% or $106,228 at 6%.
Ballou Justice Upton 401K Savings Plan-3$283,615$38,242$12,747iApproximate average salary by contribution assumption: employee only about $318,683 at 4% or $212,456 at 6%; with 50% employer match about $212,456 at 4% or $141,637 at 6%; with 100% employer match about $159,342 at 4% or $106,228 at 6%.
202315$250,982$27,224$5,445iApproximate average salary by contribution assumption: employee only about $136,120 at 4% or $90,747 at 6%; with 50% employer match about $90,747 at 4% or $60,498 at 6%; with 100% employer match about $68,060 at 4% or $45,373 at 6%.
Ballou Justice Upton 401K Savings Plan-5$250,982$27,224$5,445iApproximate average salary by contribution assumption: employee only about $136,120 at 4% or $90,747 at 6%; with 50% employer match about $90,747 at 4% or $60,498 at 6%; with 100% employer match about $68,060 at 4% or $45,373 at 6%.
202215$195,019$23,198$4,640iApproximate average salary by contribution assumption: employee only about $115,990 at 4% or $77,327 at 6%; with 50% employer match about $77,327 at 4% or $51,551 at 6%; with 100% employer match about $57,995 at 4% or $38,663 at 6%.
Ballou Justice Upton 401K Savings Plan-5$195,019$23,198$4,640iApproximate average salary by contribution assumption: employee only about $115,990 at 4% or $77,327 at 6%; with 50% employer match about $77,327 at 4% or $51,551 at 6%; with 100% employer match about $57,995 at 4% or $38,663 at 6%.
202117$292,123$26,875$3,839iApproximate average salary by contribution assumption: employee only about $95,982 at 4% or $63,988 at 6%; with 50% employer match about $63,988 at 4% or $42,659 at 6%; with 100% employer match about $47,991 at 4% or $31,994 at 6%.
Ballou Justice Upton 401K Savings Plan-7$292,123$26,875$3,839iApproximate average salary by contribution assumption: employee only about $95,982 at 4% or $63,988 at 6%; with 50% employer match about $63,988 at 4% or $42,659 at 6%; with 100% employer match about $47,991 at 4% or $31,994 at 6%.
202017$243,513$27,400$3,914iApproximate average salary by contribution assumption: employee only about $97,857 at 4% or $65,238 at 6%; with 50% employer match about $65,238 at 4% or $43,492 at 6%; with 100% employer match about $48,929 at 4% or $32,619 at 6%.
Ballou Justice Upton 401K Savings Plan-7$243,513$27,400$3,914iApproximate average salary by contribution assumption: employee only about $97,857 at 4% or $65,238 at 6%; with 50% employer match about $65,238 at 4% or $43,492 at 6%; with 100% employer match about $48,929 at 4% or $32,619 at 6%.
201917$195,938$25,182$3,597iApproximate average salary by contribution assumption: employee only about $89,936 at 4% or $59,957 at 6%; with 50% employer match about $59,957 at 4% or $39,971 at 6%; with 100% employer match about $44,968 at 4% or $29,979 at 6%.
Ballou Justice Upton 401K Savings Plan-7$195,938$25,182$3,597iApproximate average salary by contribution assumption: employee only about $89,936 at 4% or $59,957 at 6%; with 50% employer match about $59,957 at 4% or $39,971 at 6%; with 100% employer match about $44,968 at 4% or $29,979 at 6%.
201818$499,101$33,607$4,201iApproximate average salary by contribution assumption: employee only about $105,022 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,676 at 6%; with 100% employer match about $52,511 at 4% or $35,007 at 6%.
Ballou Justice Upton 401K Savings Plan-8$499,101$33,607$4,201iApproximate average salary by contribution assumption: employee only about $105,022 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,676 at 6%; with 100% employer match about $52,511 at 4% or $35,007 at 6%.
201719$851,765$59,900$6,656iApproximate average salary by contribution assumption: employee only about $166,389 at 4% or $110,926 at 6%; with 50% employer match about $110,926 at 4% or $73,951 at 6%; with 100% employer match about $83,194 at 4% or $55,463 at 6%.
Ballou Justice Upton 401K Savings Plan-9$851,765$59,900$6,656iApproximate average salary by contribution assumption: employee only about $166,389 at 4% or $110,926 at 6%; with 50% employer match about $110,926 at 4% or $73,951 at 6%; with 100% employer match about $83,194 at 4% or $55,463 at 6%.
2016116$811,723$78,400$4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%.
Ballou Justice Upton 401K Savings Plan-16$811,723$78,400$4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%.
2015118$734,684$73,984$4,110iApproximate average salary by contribution assumption: employee only about $102,756 at 4% or $68,504 at 6%; with 50% employer match about $68,504 at 4% or $45,669 at 6%; with 100% employer match about $51,378 at 4% or $34,252 at 6%.
Ballou Justice Upton 401K Savings Plan-18$734,684$73,984$4,110iApproximate average salary by contribution assumption: employee only about $102,756 at 4% or $68,504 at 6%; with 50% employer match about $68,504 at 4% or $45,669 at 6%; with 100% employer match about $51,378 at 4% or $34,252 at 6%.
2014118$1,188,171$83,462$4,637iApproximate average salary by contribution assumption: employee only about $115,919 at 4% or $77,280 at 6%; with 50% employer match about $77,280 at 4% or $51,520 at 6%; with 100% employer match about $57,960 at 4% or $38,640 at 6%.
Ballou Justice Upton 401K Savings Plan-18$1,188,171$83,462$4,637iApproximate average salary by contribution assumption: employee only about $115,919 at 4% or $77,280 at 6%; with 50% employer match about $77,280 at 4% or $51,520 at 6%; with 100% employer match about $57,960 at 4% or $38,640 at 6%.
2013118$1,106,296$74,868$4,159iApproximate average salary by contribution assumption: employee only about $103,983 at 4% or $69,322 at 6%; with 50% employer match about $69,322 at 4% or $46,215 at 6%; with 100% employer match about $51,992 at 4% or $34,661 at 6%.
Ballou Justice Upton 401K Savings Plan-18$1,106,296$74,868$4,159iApproximate average salary by contribution assumption: employee only about $103,983 at 4% or $69,322 at 6%; with 50% employer match about $69,322 at 4% or $46,215 at 6%; with 100% employer match about $51,992 at 4% or $34,661 at 6%.
2012121$1,082,082$127,309$6,062iApproximate average salary by contribution assumption: employee only about $151,558 at 4% or $101,039 at 6%; with 50% employer match about $101,039 at 4% or $67,359 at 6%; with 100% employer match about $75,779 at 4% or $50,519 at 6%.
Ballou Justice Upton 401K Savings Plan-21$1,082,082$127,309$6,062iApproximate average salary by contribution assumption: employee only about $151,558 at 4% or $101,039 at 6%; with 50% employer match about $101,039 at 4% or $67,359 at 6%; with 100% employer match about $75,779 at 4% or $50,519 at 6%.
2011121$1,389,285$141,230$6,725iApproximate average salary by contribution assumption: employee only about $168,131 at 4% or $112,087 at 6%; with 50% employer match about $112,087 at 4% or $74,725 at 6%; with 100% employer match about $84,065 at 4% or $56,044 at 6%.
Ballou Justice Upton 401K Savings Plan-21$1,389,285$141,230$6,725iApproximate average salary by contribution assumption: employee only about $168,131 at 4% or $112,087 at 6%; with 50% employer match about $112,087 at 4% or $74,725 at 6%; with 100% employer match about $84,065 at 4% or $56,044 at 6%.
2010123$1,348,312$241,851$10,515iApproximate average salary by contribution assumption: employee only about $262,882 at 4% or $175,254 at 6%; with 50% employer match about $175,254 at 4% or $116,836 at 6%; with 100% employer match about $131,441 at 4% or $87,627 at 6%.
Ballou Justice Upton 401K Savings Plan-23$1,348,312$241,851$10,515iApproximate average salary by contribution assumption: employee only about $262,882 at 4% or $175,254 at 6%; with 50% employer match about $175,254 at 4% or $116,836 at 6%; with 100% employer match about $131,441 at 4% or $87,627 at 6%.
2009123$1,084,845$165,619$7,201iApproximate average salary by contribution assumption: employee only about $180,021 at 4% or $120,014 at 6%; with 50% employer match about $120,014 at 4% or $80,009 at 6%; with 100% employer match about $90,010 at 4% or $60,007 at 6%.
Ballou Justice Upton 401K Savings Plan-23$1,084,845$165,619$7,201iApproximate average salary by contribution assumption: employee only about $180,021 at 4% or $120,014 at 6%; with 50% employer match about $120,014 at 4% or $80,009 at 6%; with 100% employer match about $90,010 at 4% or $60,007 at 6%.
2008133$819,774$101,574$3,078iApproximate average salary by contribution assumption: employee only about $76,950 at 4% or $51,300 at 6%; with 50% employer match about $51,300 at 4% or $34,200 at 6%; with 100% employer match about $38,475 at 4% or $25,650 at 6%.
Ballou Justice Upton 401K Savings Plan-33$819,774$101,574$3,078iApproximate average salary by contribution assumption: employee only about $76,950 at 4% or $51,300 at 6%; with 50% employer match about $51,300 at 4% or $34,200 at 6%; with 100% employer match about $38,475 at 4% or $25,650 at 6%.
2007118$0$0-
Ballou Justice Upton 401K Savings Plan-18---
2006117$0$0-
Ballou Justice Upton 401K Savings Plan-17---
2003115$412,530$55,039$3,669iApproximate average salary by contribution assumption: employee only about $91,732 at 4% or $61,154 at 6%; with 50% employer match about $61,154 at 4% or $40,770 at 6%; with 100% employer match about $45,866 at 4% or $30,577 at 6%.
Ballou Justice Upton 401K Savings Plan-15$412,530$55,039$3,669iApproximate average salary by contribution assumption: employee only about $91,732 at 4% or $61,154 at 6%; with 50% employer match about $61,154 at 4% or $40,770 at 6%; with 100% employer match about $45,866 at 4% or $30,577 at 6%.
2002120$308,481$63,391$3,170iApproximate average salary by contribution assumption: employee only about $79,239 at 4% or $52,826 at 6%; with 50% employer match about $52,826 at 4% or $35,217 at 6%; with 100% employer match about $39,619 at 4% or $26,413 at 6%.
Ballou Justice Upton 401K Savings Plan-20$308,481$63,391$3,170iApproximate average salary by contribution assumption: employee only about $79,239 at 4% or $52,826 at 6%; with 50% employer match about $52,826 at 4% or $35,217 at 6%; with 100% employer match about $39,619 at 4% or $26,413 at 6%.
2001126$0$0-
Ballou Justice Upton 401K Savings Plan-26---
2000135$447,377$131,415$3,755iApproximate average salary by contribution assumption: employee only about $93,868 at 4% or $62,579 at 6%; with 50% employer match about $62,579 at 4% or $41,719 at 6%; with 100% employer match about $46,934 at 4% or $31,289 at 6%.
Ballou Justice Upton 401K Savings Plan-35$447,377$131,415$3,755iApproximate average salary by contribution assumption: employee only about $93,868 at 4% or $62,579 at 6%; with 50% employer match about $62,579 at 4% or $41,719 at 6%; with 100% employer match about $46,934 at 4% or $31,289 at 6%.
1999121$363,810$81,404$3,876iApproximate average salary by contribution assumption: employee only about $96,910 at 4% or $64,606 at 6%; with 50% employer match about $64,606 at 4% or $43,071 at 6%; with 100% employer match about $48,455 at 4% or $32,303 at 6%.
Ballou Justice Upton 401K Savings Plan-21$363,810$81,404$3,876iApproximate average salary by contribution assumption: employee only about $96,910 at 4% or $64,606 at 6%; with 50% employer match about $64,606 at 4% or $43,071 at 6%; with 100% employer match about $48,455 at 4% or $32,303 at 6%.