Civic Intelligence

Upward Unlimited Inc.

Plan context: Upward Unlimited Inc. Retirement Plan & Trust

EIN 57-1031173 • Spartanburg, SC • 24 filings • 3 plans

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198 White Star PointSpartanburg, SC 29301
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$4,624,447

2024 Contributions

$339,556

Historical Graphs

Total Assets Over Time

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

$5,845,984$2,922,992$0200220142024YearValue
$4,624,447Latest year 2024

Participants Over Time

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

97490200220132024YearValue
52Latest 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
2024152$4,624,447$339,556$6,530iApproximate average salary by contribution assumption: employee only about $163,248 at 4% or $108,832 at 6%; with 50% employer match about $108,832 at 4% or $72,555 at 6%; with 100% employer match about $81,624 at 4% or $54,416 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-52$4,624,447$339,556$6,530iApproximate average salary by contribution assumption: employee only about $163,248 at 4% or $108,832 at 6%; with 50% employer match about $108,832 at 4% or $72,555 at 6%; with 100% employer match about $81,624 at 4% or $54,416 at 6%.
2023143$3,763,960$236,842$5,508iApproximate average salary by contribution assumption: employee only about $137,699 at 4% or $91,799 at 6%; with 50% employer match about $91,799 at 4% or $61,199 at 6%; with 100% employer match about $68,849 at 4% or $45,900 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-43$3,763,960$236,842$5,508iApproximate average salary by contribution assumption: employee only about $137,699 at 4% or $91,799 at 6%; with 50% employer match about $91,799 at 4% or $61,199 at 6%; with 100% employer match about $68,849 at 4% or $45,900 at 6%.
2022139$4,153,528$241,521$6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,809 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-39$4,153,528$241,521$6,193iApproximate average salary by contribution assumption: employee only about $154,821 at 4% or $103,214 at 6%; with 50% employer match about $103,214 at 4% or $68,809 at 6%; with 100% employer match about $77,411 at 4% or $51,607 at 6%.
2021147$5,845,984$275,525$5,862iApproximate average salary by contribution assumption: employee only about $146,556 at 4% or $97,704 at 6%; with 50% employer match about $97,704 at 4% or $65,136 at 6%; with 100% employer match about $73,278 at 4% or $48,852 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-47$5,845,984$275,525$5,862iApproximate average salary by contribution assumption: employee only about $146,556 at 4% or $97,704 at 6%; with 50% employer match about $97,704 at 4% or $65,136 at 6%; with 100% employer match about $73,278 at 4% or $48,852 at 6%.
2020147$5,185,792$308,783$6,570iApproximate average salary by contribution assumption: employee only about $164,246 at 4% or $109,498 at 6%; with 50% employer match about $109,498 at 4% or $72,998 at 6%; with 100% employer match about $82,123 at 4% or $54,749 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-47$5,185,792$308,783$6,570iApproximate average salary by contribution assumption: employee only about $164,246 at 4% or $109,498 at 6%; with 50% employer match about $109,498 at 4% or $72,998 at 6%; with 100% employer match about $82,123 at 4% or $54,749 at 6%.
2019161$4,963,450$309,308$5,071iApproximate average salary by contribution assumption: employee only about $126,766 at 4% or $84,510 at 6%; with 50% employer match about $84,510 at 4% or $56,340 at 6%; with 100% employer match about $63,383 at 4% or $42,255 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-61$4,963,450$309,308$5,071iApproximate average salary by contribution assumption: employee only about $126,766 at 4% or $84,510 at 6%; with 50% employer match about $84,510 at 4% or $56,340 at 6%; with 100% employer match about $63,383 at 4% or $42,255 at 6%.
2018154$3,912,930$375,096$6,946iApproximate average salary by contribution assumption: employee only about $173,656 at 4% or $115,770 at 6%; with 50% employer match about $115,770 at 4% or $77,180 at 6%; with 100% employer match about $86,828 at 4% or $57,885 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-54$3,912,930$375,096$6,946iApproximate average salary by contribution assumption: employee only about $173,656 at 4% or $115,770 at 6%; with 50% employer match about $115,770 at 4% or $77,180 at 6%; with 100% employer match about $86,828 at 4% or $57,885 at 6%.
2017185$4,967,338$304,689$3,585iApproximate average salary by contribution assumption: employee only about $89,614 at 4% or $59,743 at 6%; with 50% employer match about $59,743 at 4% or $39,829 at 6%; with 100% employer match about $44,807 at 4% or $29,871 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-85$4,967,338$304,689$3,585iApproximate average salary by contribution assumption: employee only about $89,614 at 4% or $59,743 at 6%; with 50% employer match about $59,743 at 4% or $39,829 at 6%; with 100% employer match about $44,807 at 4% or $29,871 at 6%.
2016183$4,008,719$351,396$4,234iApproximate average salary by contribution assumption: employee only about $105,842 at 4% or $70,561 at 6%; with 50% employer match about $70,561 at 4% or $47,041 at 6%; with 100% employer match about $52,921 at 4% or $35,281 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-83$4,008,719$351,396$4,234iApproximate average salary by contribution assumption: employee only about $105,842 at 4% or $70,561 at 6%; with 50% employer match about $70,561 at 4% or $47,041 at 6%; with 100% employer match about $52,921 at 4% or $35,281 at 6%.
2015182$3,690,046$522,381$6,371iApproximate average salary by contribution assumption: employee only about $159,263 at 4% or $106,175 at 6%; with 50% employer match about $106,175 at 4% or $70,783 at 6%; with 100% employer match about $79,631 at 4% or $53,088 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-82$3,690,046$522,381$6,371iApproximate average salary by contribution assumption: employee only about $159,263 at 4% or $106,175 at 6%; with 50% employer match about $106,175 at 4% or $70,783 at 6%; with 100% employer match about $79,631 at 4% or $53,088 at 6%.
2014197$3,376,101$416,597$4,295iApproximate average salary by contribution assumption: employee only about $107,370 at 4% or $71,580 at 6%; with 50% employer match about $71,580 at 4% or $47,720 at 6%; with 100% employer match about $53,685 at 4% or $35,790 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-97$3,376,101$416,597$4,295iApproximate average salary by contribution assumption: employee only about $107,370 at 4% or $71,580 at 6%; with 50% employer match about $71,580 at 4% or $47,720 at 6%; with 100% employer match about $53,685 at 4% or $35,790 at 6%.
2013186$3,286,569$396,228$4,607iApproximate average salary by contribution assumption: employee only about $115,183 at 4% or $76,788 at 6%; with 50% employer match about $76,788 at 4% or $51,192 at 6%; with 100% employer match about $57,591 at 4% or $38,394 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-86$3,286,569$396,228$4,607iApproximate average salary by contribution assumption: employee only about $115,183 at 4% or $76,788 at 6%; with 50% employer match about $76,788 at 4% or $51,192 at 6%; with 100% employer match about $57,591 at 4% or $38,394 at 6%.
2012189$2,472,112$356,542$4,006iApproximate average salary by contribution assumption: employee only about $100,152 at 4% or $66,768 at 6%; with 50% employer match about $66,768 at 4% or $44,512 at 6%; with 100% employer match about $50,076 at 4% or $33,384 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-89$2,472,112$356,542$4,006iApproximate average salary by contribution assumption: employee only about $100,152 at 4% or $66,768 at 6%; with 50% employer match about $66,768 at 4% or $44,512 at 6%; with 100% employer match about $50,076 at 4% or $33,384 at 6%.
2011178$1,955,171$430,194$5,515iApproximate average salary by contribution assumption: employee only about $137,883 at 4% or $91,922 at 6%; with 50% employer match about $91,922 at 4% or $61,281 at 6%; with 100% employer match about $68,941 at 4% or $45,961 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-78$1,955,171$430,194$5,515iApproximate average salary by contribution assumption: employee only about $137,883 at 4% or $91,922 at 6%; with 50% employer match about $91,922 at 4% or $61,281 at 6%; with 100% employer match about $68,941 at 4% or $45,961 at 6%.
2010190$1,741,530$328,318$3,648iApproximate average salary by contribution assumption: employee only about $91,199 at 4% or $60,800 at 6%; with 50% employer match about $60,800 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-90$1,741,530$328,318$3,648iApproximate average salary by contribution assumption: employee only about $91,199 at 4% or $60,800 at 6%; with 50% employer match about $60,800 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%.
2009189$1,305,467$324,464$3,646iApproximate average salary by contribution assumption: employee only about $91,142 at 4% or $60,761 at 6%; with 50% employer match about $60,761 at 4% or $40,507 at 6%; with 100% employer match about $45,571 at 4% or $30,381 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-89$1,305,467$324,464$3,646iApproximate average salary by contribution assumption: employee only about $91,142 at 4% or $60,761 at 6%; with 50% employer match about $60,761 at 4% or $40,507 at 6%; with 100% employer match about $45,571 at 4% or $30,381 at 6%.
2008169$752,567$357,248$5,178iApproximate average salary by contribution assumption: employee only about $129,438 at 4% or $86,292 at 6%; with 50% employer match about $86,292 at 4% or $57,528 at 6%; with 100% employer match about $64,719 at 4% or $43,146 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-69$752,567$357,248$5,178iApproximate average salary by contribution assumption: employee only about $129,438 at 4% or $86,292 at 6%; with 50% employer match about $86,292 at 4% or $57,528 at 6%; with 100% employer match about $64,719 at 4% or $43,146 at 6%.
2007165$0$0-
Upward Unlimited Inc. Retirement Plan & Trust-65---
2006165$522,346$197,391$3,037iApproximate average salary by contribution assumption: employee only about $75,920 at 4% or $50,613 at 6%; with 50% employer match about $50,613 at 4% or $33,742 at 6%; with 100% employer match about $37,960 at 4% or $25,307 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-65$522,346$197,391$3,037iApproximate average salary by contribution assumption: employee only about $75,920 at 4% or $50,613 at 6%; with 50% employer match about $50,613 at 4% or $33,742 at 6%; with 100% employer match about $37,960 at 4% or $25,307 at 6%.
2005164$298,378$124,171$1,940iApproximate average salary by contribution assumption: employee only about $48,504 at 4% or $32,336 at 6%; with 50% employer match about $32,336 at 4% or $21,557 at 6%; with 100% employer match about $24,252 at 4% or $16,168 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-64$298,378$124,171$1,940iApproximate average salary by contribution assumption: employee only about $48,504 at 4% or $32,336 at 6%; with 50% employer match about $32,336 at 4% or $21,557 at 6%; with 100% employer match about $24,252 at 4% or $16,168 at 6%.
2004145$153,922$72,859$1,619iApproximate average salary by contribution assumption: employee only about $40,477 at 4% or $26,985 at 6%; with 50% employer match about $26,985 at 4% or $17,990 at 6%; with 100% employer match about $20,239 at 4% or $13,492 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-45$153,922$72,859$1,619iApproximate average salary by contribution assumption: employee only about $40,477 at 4% or $26,985 at 6%; with 50% employer match about $26,985 at 4% or $17,990 at 6%; with 100% employer match about $20,239 at 4% or $13,492 at 6%.
2003156$80,486$48,614$868iApproximate average salary by contribution assumption: employee only about $21,703 at 4% or $14,468 at 6%; with 50% employer match about $14,468 at 4% or $9,646 at 6%; with 100% employer match about $10,851 at 4% or $7,234 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-56$80,486$48,614$868iApproximate average salary by contribution assumption: employee only about $21,703 at 4% or $14,468 at 6%; with 50% employer match about $14,468 at 4% or $9,646 at 6%; with 100% employer match about $10,851 at 4% or $7,234 at 6%.
2002136$19,133$20,252$563iApproximate average salary by contribution assumption: employee only about $14,064 at 4% or $9,376 at 6%; with 50% employer match about $9,376 at 4% or $6,251 at 6%; with 100% employer match about $7,032 at 4% or $4,688 at 6%.
Upward Unlimited Inc. Retirement Plan & Trust-36$19,133$20,252$563iApproximate average salary by contribution assumption: employee only about $14,064 at 4% or $9,376 at 6%; with 50% employer match about $9,376 at 4% or $6,251 at 6%; with 100% employer match about $7,032 at 4% or $4,688 at 6%.
199910$0$0-
Upward Unlimited Inc. Retirement Plan & Trust-0---