Upstate Mortgage Inc.
Plan context: Upstate/ Low Country 401K Plan
EIN 57-0993172 • 5 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
11
2004 Assets
$253,273
2004 Contributions
$19,696
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 11 | $253,273 | $19,696 | $1,791iApproximate average salary by contribution assumption: employee only about $44,764 at 4% or $29,842 at 6%; with 50% employer match about $29,842 at 4% or $19,895 at 6%; with 100% employer match about $22,382 at 4% or $14,921 at 6%. |
| Upstate/ Low Country 401K Plan | - | 11 | $253,273 | $19,696 | $1,791iApproximate average salary by contribution assumption: employee only about $44,764 at 4% or $29,842 at 6%; with 50% employer match about $29,842 at 4% or $19,895 at 6%; with 100% employer match about $22,382 at 4% or $14,921 at 6%. |
| 2002 | 1 | 12 | $256,644 | $117,895 | $9,825iApproximate average salary by contribution assumption: employee only about $245,615 at 4% or $163,743 at 6%; with 50% employer match about $163,743 at 4% or $109,162 at 6%; with 100% employer match about $122,807 at 4% or $81,872 at 6%. |
| Upstate/ Low Country 401K Plan | - | 12 | $256,644 | $117,895 | $9,825iApproximate average salary by contribution assumption: employee only about $245,615 at 4% or $163,743 at 6%; with 50% employer match about $163,743 at 4% or $109,162 at 6%; with 100% employer match about $122,807 at 4% or $81,872 at 6%. |
| 2001 | 1 | 22 | $0 | $0 | - |
| Upstate/ Low Country 401K Plan | - | 22 | - | - | - |
| 2000 | 1 | 20 | $206,084 | $65,110 | $3,256iApproximate average salary by contribution assumption: employee only about $81,388 at 4% or $54,258 at 6%; with 50% employer match about $54,258 at 4% or $36,172 at 6%; with 100% employer match about $40,694 at 4% or $27,129 at 6%. |
| Upstate/ Low Country 401K Plan | - | 20 | $206,084 | $65,110 | $3,256iApproximate average salary by contribution assumption: employee only about $81,388 at 4% or $54,258 at 6%; with 50% employer match about $54,258 at 4% or $36,172 at 6%; with 100% employer match about $40,694 at 4% or $27,129 at 6%. |
| 1999 | 1 | 22 | $263,776 | $75,773 | $3,444iApproximate average salary by contribution assumption: employee only about $86,106 at 4% or $57,404 at 6%; with 50% employer match about $57,404 at 4% or $38,269 at 6%; with 100% employer match about $43,053 at 4% or $28,702 at 6%. |
| Upstate/ Low Country 401K Plan | - | 22 | $263,776 | $75,773 | $3,444iApproximate average salary by contribution assumption: employee only about $86,106 at 4% or $57,404 at 6%; with 50% employer match about $57,404 at 4% or $38,269 at 6%; with 100% employer match about $43,053 at 4% or $28,702 at 6%. |