Upstate Cardiology, P.A.
Plan context: Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust
EIN 57-0999888 • Greenville, SC • 25 filings • 7 plans
Current Snapshot
Latest Year
2019
2019 Participants
8
2019 Assets
$1,019,324
2019 Contributions
$955,341
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 |
|---|---|---|---|---|---|
| 2019 | 2 | 0 | $1,019,324 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $1,019,324 | - | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2018 | 1 | 0 | $12,789,961 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $12,789,961 | - | - |
| 2017 | 1 | 8 | $13,874,833 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 8 | $13,874,833 | - | - |
| 2016 | 1 | 0 | $12,607,942 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $12,607,942 | - | - |
| 2015 | 1 | 0 | $14,808,676 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $14,808,676 | - | - |
| 2014 | 1 | 0 | $15,572,594 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $15,572,594 | - | - |
| 2013 | 1 | 0 | $15,409,073 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $15,409,073 | - | - |
| 2012 | 1 | 0 | $14,002,830 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $14,002,830 | - | - |
| 2011 | 1 | 0 | $13,564,413 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 0 | $13,564,413 | - | - |
| 2010 | 1 | 60 | $13,906,013 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 60 | $13,906,013 | - | - |
| 2009 | 1 | 60 | $12,952,089 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 60 | $12,952,089 | - | - |
| 2008 | 1 | 60 | $0 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 60 | - | - | - |
| 2007 | 2 | 89 | $0 | $0 | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 89 | - | - | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 89 | - | - | - |
| 2006 | 1 | 72 | $19,317,638 | $955,341 | $13,269iApproximate average salary by contribution assumption: employee only about $331,716 at 4% or $221,144 at 6%; with 50% employer match about $221,144 at 4% or $147,429 at 6%; with 100% employer match about $165,858 at 4% or $110,572 at 6%. |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 72 | $19,317,638 | $955,341 | $13,269iApproximate average salary by contribution assumption: employee only about $331,716 at 4% or $221,144 at 6%; with 50% employer match about $221,144 at 4% or $147,429 at 6%; with 100% employer match about $165,858 at 4% or $110,572 at 6%. |
| 2005 | 1 | 69 | $16,432,036 | $865,801 | $12,548iApproximate average salary by contribution assumption: employee only about $313,696 at 4% or $209,131 at 6%; with 50% employer match about $209,131 at 4% or $139,420 at 6%; with 100% employer match about $156,848 at 4% or $104,565 at 6%. |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 69 | $16,432,036 | $865,801 | $12,548iApproximate average salary by contribution assumption: employee only about $313,696 at 4% or $209,131 at 6%; with 50% employer match about $209,131 at 4% or $139,420 at 6%; with 100% employer match about $156,848 at 4% or $104,565 at 6%. |
| 2004 | 1 | 67 | $15,023,817 | $785,764 | $11,728iApproximate average salary by contribution assumption: employee only about $293,196 at 4% or $195,464 at 6%; with 50% employer match about $195,464 at 4% or $130,309 at 6%; with 100% employer match about $146,598 at 4% or $97,732 at 6%. |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 67 | $15,023,817 | $785,764 | $11,728iApproximate average salary by contribution assumption: employee only about $293,196 at 4% or $195,464 at 6%; with 50% employer match about $195,464 at 4% or $130,309 at 6%; with 100% employer match about $146,598 at 4% or $97,732 at 6%. |
| 2003 | 1 | 62 | $16,404,417 | $767,884 | $12,385iApproximate average salary by contribution assumption: employee only about $309,631 at 4% or $206,420 at 6%; with 50% employer match about $206,420 at 4% or $137,614 at 6%; with 100% employer match about $154,815 at 4% or $103,210 at 6%. |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 62 | $16,404,417 | $767,884 | $12,385iApproximate average salary by contribution assumption: employee only about $309,631 at 4% or $206,420 at 6%; with 50% employer match about $206,420 at 4% or $137,614 at 6%; with 100% employer match about $154,815 at 4% or $103,210 at 6%. |
| 2002 | 2 | 64 | $13,024,518 | $775,152 | $12,112iApproximate average salary by contribution assumption: employee only about $302,794 at 4% or $201,863 at 6%; with 50% employer match about $201,863 at 4% or $134,575 at 6%; with 100% employer match about $151,397 at 4% or $100,931 at 6%. |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 64 | $13,024,518 | $775,152 | $12,112iApproximate average salary by contribution assumption: employee only about $302,794 at 4% or $201,863 at 6%; with 50% employer match about $201,863 at 4% or $134,575 at 6%; with 100% employer match about $151,397 at 4% or $100,931 at 6%. |
| Upstate Cardiology, P.A. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 56 | $0 | $0 | - |
| Upstate Cardiology, P.A. Money Purchase Pension Plan | - | 56 | - | - | - |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 56 | - | - | - |
| 2000 | 2 | 50 | $16,277,744 | $523,821 | $10,476iApproximate average salary by contribution assumption: employee only about $261,911 at 4% or $174,607 at 6%; with 50% employer match about $174,607 at 4% or $116,405 at 6%; with 100% employer match about $130,955 at 4% or $87,304 at 6%. |
| Upstate Cardiology, Pa 401(K) Profit Sharing Plan and Trust | - | 50 | $15,288,474 | $367,917 | $7,358iApproximate average salary by contribution assumption: employee only about $183,959 at 4% or $122,639 at 6%; with 50% employer match about $122,639 at 4% or $81,759 at 6%; with 100% employer match about $91,979 at 4% or $61,320 at 6%. |
| Upstate Cardiology, P.A. Money Purchase Pension Plan | - | 50 | $989,270 | $155,904 | $3,118iApproximate average salary by contribution assumption: employee only about $77,952 at 4% or $51,968 at 6%; with 50% employer match about $51,968 at 4% or $34,645 at 6%; with 100% employer match about $38,976 at 4% or $25,984 at 6%. |