Aid Upstate Inc.
Plan context: Aid Upstate Inc. 401K Retirement Plan
EIN 57-0848637 • Greenville, SC • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
56
2024 Assets
$2,801,646
2024 Contributions
$330,236
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 56 | $2,801,646 | $330,236 | $5,897iApproximate average salary by contribution assumption: employee only about $147,427 at 4% or $98,285 at 6%; with 50% employer match about $98,285 at 4% or $65,523 at 6%; with 100% employer match about $73,713 at 4% or $49,142 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 56 | $2,801,646 | $330,236 | $5,897iApproximate average salary by contribution assumption: employee only about $147,427 at 4% or $98,285 at 6%; with 50% employer match about $98,285 at 4% or $65,523 at 6%; with 100% employer match about $73,713 at 4% or $49,142 at 6%. |
| 2023 | 1 | 57 | $2,383,787 | $304,234 | $5,337iApproximate average salary by contribution assumption: employee only about $133,436 at 4% or $88,957 at 6%; with 50% employer match about $88,957 at 4% or $59,305 at 6%; with 100% employer match about $66,718 at 4% or $44,479 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 57 | $2,383,787 | $304,234 | $5,337iApproximate average salary by contribution assumption: employee only about $133,436 at 4% or $88,957 at 6%; with 50% employer match about $88,957 at 4% or $59,305 at 6%; with 100% employer match about $66,718 at 4% or $44,479 at 6%. |
| 2022 | 1 | 59 | $1,803,640 | $291,247 | $4,936iApproximate average salary by contribution assumption: employee only about $123,410 at 4% or $82,273 at 6%; with 50% employer match about $82,273 at 4% or $54,849 at 6%; with 100% employer match about $61,705 at 4% or $41,137 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 59 | $1,803,640 | $291,247 | $4,936iApproximate average salary by contribution assumption: employee only about $123,410 at 4% or $82,273 at 6%; with 50% employer match about $82,273 at 4% or $54,849 at 6%; with 100% employer match about $61,705 at 4% or $41,137 at 6%. |
| 2021 | 1 | 58 | $2,010,495 | $231,857 | $3,998iApproximate average salary by contribution assumption: employee only about $99,938 at 4% or $66,626 at 6%; with 50% employer match about $66,626 at 4% or $44,417 at 6%; with 100% employer match about $49,969 at 4% or $33,313 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 58 | $2,010,495 | $231,857 | $3,998iApproximate average salary by contribution assumption: employee only about $99,938 at 4% or $66,626 at 6%; with 50% employer match about $66,626 at 4% or $44,417 at 6%; with 100% employer match about $49,969 at 4% or $33,313 at 6%. |
| 2020 | 1 | 54 | $1,593,229 | $204,824 | $3,793iApproximate average salary by contribution assumption: employee only about $94,826 at 4% or $63,217 at 6%; with 50% employer match about $63,217 at 4% or $42,145 at 6%; with 100% employer match about $47,413 at 4% or $31,609 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 54 | $1,593,229 | $204,824 | $3,793iApproximate average salary by contribution assumption: employee only about $94,826 at 4% or $63,217 at 6%; with 50% employer match about $63,217 at 4% or $42,145 at 6%; with 100% employer match about $47,413 at 4% or $31,609 at 6%. |
| 2019 | 1 | 53 | $1,296,427 | $340,573 | $6,426iApproximate average salary by contribution assumption: employee only about $160,648 at 4% or $107,098 at 6%; with 50% employer match about $107,098 at 4% or $71,399 at 6%; with 100% employer match about $80,324 at 4% or $53,549 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 53 | $1,296,427 | $340,573 | $6,426iApproximate average salary by contribution assumption: employee only about $160,648 at 4% or $107,098 at 6%; with 50% employer match about $107,098 at 4% or $71,399 at 6%; with 100% employer match about $80,324 at 4% or $53,549 at 6%. |
| 2018 | 1 | 43 | $807,257 | $171,814 | $3,996iApproximate average salary by contribution assumption: employee only about $99,892 at 4% or $66,595 at 6%; with 50% employer match about $66,595 at 4% or $44,396 at 6%; with 100% employer match about $49,946 at 4% or $33,297 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 43 | $807,257 | $171,814 | $3,996iApproximate average salary by contribution assumption: employee only about $99,892 at 4% or $66,595 at 6%; with 50% employer match about $66,595 at 4% or $44,396 at 6%; with 100% employer match about $49,946 at 4% or $33,297 at 6%. |
| 2017 | 1 | 39 | $712,058 | $108,823 | $2,790iApproximate average salary by contribution assumption: employee only about $69,758 at 4% or $46,506 at 6%; with 50% employer match about $46,506 at 4% or $31,004 at 6%; with 100% employer match about $34,879 at 4% or $23,253 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 39 | $712,058 | $108,823 | $2,790iApproximate average salary by contribution assumption: employee only about $69,758 at 4% or $46,506 at 6%; with 50% employer match about $46,506 at 4% or $31,004 at 6%; with 100% employer match about $34,879 at 4% or $23,253 at 6%. |
| 2016 | 1 | 27 | $567,031 | $69,757 | $2,584iApproximate average salary by contribution assumption: employee only about $64,590 at 4% or $43,060 at 6%; with 50% employer match about $43,060 at 4% or $28,707 at 6%; with 100% employer match about $32,295 at 4% or $21,530 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 27 | $567,031 | $69,757 | $2,584iApproximate average salary by contribution assumption: employee only about $64,590 at 4% or $43,060 at 6%; with 50% employer match about $43,060 at 4% or $28,707 at 6%; with 100% employer match about $32,295 at 4% or $21,530 at 6%. |
| 2015 | 1 | 23 | $462,565 | $55,465 | $2,412iApproximate average salary by contribution assumption: employee only about $60,288 at 4% or $40,192 at 6%; with 50% employer match about $40,192 at 4% or $26,795 at 6%; with 100% employer match about $30,144 at 4% or $20,096 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 23 | $462,565 | $55,465 | $2,412iApproximate average salary by contribution assumption: employee only about $60,288 at 4% or $40,192 at 6%; with 50% employer match about $40,192 at 4% or $26,795 at 6%; with 100% employer match about $30,144 at 4% or $20,096 at 6%. |
| 2014 | 1 | 19 | $457,367 | $44,570 | $2,346iApproximate average salary by contribution assumption: employee only about $58,645 at 4% or $39,096 at 6%; with 50% employer match about $39,096 at 4% or $26,064 at 6%; with 100% employer match about $29,322 at 4% or $19,548 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 19 | $457,367 | $44,570 | $2,346iApproximate average salary by contribution assumption: employee only about $58,645 at 4% or $39,096 at 6%; with 50% employer match about $39,096 at 4% or $26,064 at 6%; with 100% employer match about $29,322 at 4% or $19,548 at 6%. |
| 2013 | 1 | 16 | $417,434 | $33,550 | $2,097iApproximate average salary by contribution assumption: employee only about $52,422 at 4% or $34,948 at 6%; with 50% employer match about $34,948 at 4% or $23,299 at 6%; with 100% employer match about $26,211 at 4% or $17,474 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 16 | $417,434 | $33,550 | $2,097iApproximate average salary by contribution assumption: employee only about $52,422 at 4% or $34,948 at 6%; with 50% employer match about $34,948 at 4% or $23,299 at 6%; with 100% employer match about $26,211 at 4% or $17,474 at 6%. |
| 2012 | 1 | 15 | $341,628 | $42,029 | $2,802iApproximate average salary by contribution assumption: employee only about $70,048 at 4% or $46,699 at 6%; with 50% employer match about $46,699 at 4% or $31,133 at 6%; with 100% employer match about $35,024 at 4% or $23,349 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 15 | $341,628 | $42,029 | $2,802iApproximate average salary by contribution assumption: employee only about $70,048 at 4% or $46,699 at 6%; with 50% employer match about $46,699 at 4% or $31,133 at 6%; with 100% employer match about $35,024 at 4% or $23,349 at 6%. |
| 2011 | 1 | 12 | $272,339 | $40,494 | $3,375iApproximate average salary by contribution assumption: employee only about $84,363 at 4% or $56,242 at 6%; with 50% employer match about $56,242 at 4% or $37,494 at 6%; with 100% employer match about $42,181 at 4% or $28,121 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 12 | $272,339 | $40,494 | $3,375iApproximate average salary by contribution assumption: employee only about $84,363 at 4% or $56,242 at 6%; with 50% employer match about $56,242 at 4% or $37,494 at 6%; with 100% employer match about $42,181 at 4% or $28,121 at 6%. |
| 2010 | 1 | 12 | $235,236 | $41,928 | $3,494iApproximate average salary by contribution assumption: employee only about $87,350 at 4% or $58,233 at 6%; with 50% employer match about $58,233 at 4% or $38,822 at 6%; with 100% employer match about $43,675 at 4% or $29,117 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 12 | $235,236 | $41,928 | $3,494iApproximate average salary by contribution assumption: employee only about $87,350 at 4% or $58,233 at 6%; with 50% employer match about $58,233 at 4% or $38,822 at 6%; with 100% employer match about $43,675 at 4% or $29,117 at 6%. |
| 2009 | 1 | 11 | $173,642 | $39,947 | $3,632iApproximate average salary by contribution assumption: employee only about $90,789 at 4% or $60,526 at 6%; with 50% employer match about $60,526 at 4% or $40,351 at 6%; with 100% employer match about $45,394 at 4% or $30,263 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 11 | $173,642 | $39,947 | $3,632iApproximate average salary by contribution assumption: employee only about $90,789 at 4% or $60,526 at 6%; with 50% employer match about $60,526 at 4% or $40,351 at 6%; with 100% employer match about $45,394 at 4% or $30,263 at 6%. |
| 2008 | 1 | 27 | $121,020 | $45,267 | $1,677iApproximate average salary by contribution assumption: employee only about $41,914 at 4% or $27,943 at 6%; with 50% employer match about $27,943 at 4% or $18,628 at 6%; with 100% employer match about $20,957 at 4% or $13,971 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 27 | $121,020 | $45,267 | $1,677iApproximate average salary by contribution assumption: employee only about $41,914 at 4% or $27,943 at 6%; with 50% employer match about $27,943 at 4% or $18,628 at 6%; with 100% employer match about $20,957 at 4% or $13,971 at 6%. |
| 2007 | 1 | 25 | $122,744 | $38,430 | $1,537iApproximate average salary by contribution assumption: employee only about $38,430 at 4% or $25,620 at 6%; with 50% employer match about $25,620 at 4% or $17,080 at 6%; with 100% employer match about $19,215 at 4% or $12,810 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 25 | $122,744 | $38,430 | $1,537iApproximate average salary by contribution assumption: employee only about $38,430 at 4% or $25,620 at 6%; with 50% employer match about $25,620 at 4% or $17,080 at 6%; with 100% employer match about $19,215 at 4% or $12,810 at 6%. |
| 2006 | 1 | 18 | $84,569 | $33,399 | $1,856iApproximate average salary by contribution assumption: employee only about $46,388 at 4% or $30,925 at 6%; with 50% employer match about $30,925 at 4% or $20,617 at 6%; with 100% employer match about $23,194 at 4% or $15,463 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 18 | $84,569 | $33,399 | $1,856iApproximate average salary by contribution assumption: employee only about $46,388 at 4% or $30,925 at 6%; with 50% employer match about $30,925 at 4% or $20,617 at 6%; with 100% employer match about $23,194 at 4% or $15,463 at 6%. |
| 2005 | 1 | 7 | $45,572 | $22,222 | $3,175iApproximate average salary by contribution assumption: employee only about $79,364 at 4% or $52,910 at 6%; with 50% employer match about $52,910 at 4% or $35,273 at 6%; with 100% employer match about $39,682 at 4% or $26,455 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 7 | $45,572 | $22,222 | $3,175iApproximate average salary by contribution assumption: employee only about $79,364 at 4% or $52,910 at 6%; with 50% employer match about $52,910 at 4% or $35,273 at 6%; with 100% employer match about $39,682 at 4% or $26,455 at 6%. |
| 2004 | 1 | 9 | $23,581 | $23,430 | $2,603iApproximate average salary by contribution assumption: employee only about $65,083 at 4% or $43,389 at 6%; with 50% employer match about $43,389 at 4% or $28,926 at 6%; with 100% employer match about $32,542 at 4% or $21,694 at 6%. |
| Aid Upstate Inc. 401K Retirement Plan | - | 9 | $23,581 | $23,430 | $2,603iApproximate average salary by contribution assumption: employee only about $65,083 at 4% or $43,389 at 6%; with 50% employer match about $43,389 at 4% or $28,926 at 6%; with 100% employer match about $32,542 at 4% or $21,694 at 6%. |