Civic Intelligence

The Upledger Institute Inc.

Plan context: The Upledger Institute Employee 401K Plan

EIN 59-2609606 • Palm Beach Gardens, FL • 11 filings • 4 plans

11211 Prosperity Farms RoadSuite D 325Palm Beach Gardens, FL 33410
Current Snapshot

Latest Year

2010

2010 Participants

23

2010 Assets

$722,217

2010 Contributions

$17,806

Historical Graphs

Total Assets Over Time

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

$2,391,786$1,195,893$0199920052010YearValue
$722,217Latest year 2010

Participants Over Time

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

75380199920042010YearValue
23Latest year 2010

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
2010123$722,217$17,806$774iApproximate average salary by contribution assumption: employee only about $19,354 at 4% or $12,903 at 6%; with 50% employer match about $12,903 at 4% or $8,602 at 6%; with 100% employer match about $9,677 at 4% or $6,451 at 6%.
The Upledger Institute Employee 401K Plan-23$722,217$17,806$774iApproximate average salary by contribution assumption: employee only about $19,354 at 4% or $12,903 at 6%; with 50% employer match about $12,903 at 4% or $8,602 at 6%; with 100% employer match about $9,677 at 4% or $6,451 at 6%.
2009127$1,127,961$26,391$977iApproximate average salary by contribution assumption: employee only about $24,436 at 4% or $16,291 at 6%; with 50% employer match about $16,291 at 4% or $10,860 at 6%; with 100% employer match about $12,218 at 4% or $8,145 at 6%.
The Upledger Institute Employee 401K Plan-27$1,127,961$26,391$977iApproximate average salary by contribution assumption: employee only about $24,436 at 4% or $16,291 at 6%; with 50% employer match about $16,291 at 4% or $10,860 at 6%; with 100% employer match about $12,218 at 4% or $8,145 at 6%.
2008153$1,199,876$143,138$2,701iApproximate average salary by contribution assumption: employee only about $67,518 at 4% or $45,012 at 6%; with 50% employer match about $45,012 at 4% or $30,008 at 6%; with 100% employer match about $33,759 at 4% or $22,506 at 6%.
The Upledger Institute Employee 401K Plan-53$1,199,876$143,138$2,701iApproximate average salary by contribution assumption: employee only about $67,518 at 4% or $45,012 at 6%; with 50% employer match about $45,012 at 4% or $30,008 at 6%; with 100% employer match about $33,759 at 4% or $22,506 at 6%.
2007160$2,391,786$205,668$3,428iApproximate average salary by contribution assumption: employee only about $85,695 at 4% or $57,130 at 6%; with 50% employer match about $57,130 at 4% or $38,087 at 6%; with 100% employer match about $42,848 at 4% or $28,565 at 6%.
The Upledger Institute Employee 401K Plan-60$2,391,786$205,668$3,428iApproximate average salary by contribution assumption: employee only about $85,695 at 4% or $57,130 at 6%; with 50% employer match about $57,130 at 4% or $38,087 at 6%; with 100% employer match about $42,848 at 4% or $28,565 at 6%.
2005166$2,075,188$251,960$3,818iApproximate average salary by contribution assumption: employee only about $95,439 at 4% or $63,626 at 6%; with 50% employer match about $63,626 at 4% or $42,418 at 6%; with 100% employer match about $47,720 at 4% or $31,813 at 6%.
The Upledger Institute Employee 401K Plan-66$2,075,188$251,960$3,818iApproximate average salary by contribution assumption: employee only about $95,439 at 4% or $63,626 at 6%; with 50% employer match about $63,626 at 4% or $42,418 at 6%; with 100% employer match about $47,720 at 4% or $31,813 at 6%.
2004169$1,771,705$237,216$3,438iApproximate average salary by contribution assumption: employee only about $85,948 at 4% or $57,299 at 6%; with 50% employer match about $57,299 at 4% or $38,199 at 6%; with 100% employer match about $42,974 at 4% or $28,649 at 6%.
The Upledger Institute Employee 401K Plan-69$1,771,705$237,216$3,438iApproximate average salary by contribution assumption: employee only about $85,948 at 4% or $57,299 at 6%; with 50% employer match about $57,299 at 4% or $38,199 at 6%; with 100% employer match about $42,974 at 4% or $28,649 at 6%.
2003173$1,538,443$260,702$3,571iApproximate average salary by contribution assumption: employee only about $89,282 at 4% or $59,521 at 6%; with 50% employer match about $59,521 at 4% or $39,681 at 6%; with 100% employer match about $44,641 at 4% or $29,761 at 6%.
The Upledger Institute Employee 401K Plan-73$1,538,443$260,702$3,571iApproximate average salary by contribution assumption: employee only about $89,282 at 4% or $59,521 at 6%; with 50% employer match about $59,521 at 4% or $39,681 at 6%; with 100% employer match about $44,641 at 4% or $29,761 at 6%.
2002168$1,058,577$275,908$4,057iApproximate average salary by contribution assumption: employee only about $101,437 at 4% or $67,625 at 6%; with 50% employer match about $67,625 at 4% or $45,083 at 6%; with 100% employer match about $50,718 at 4% or $33,812 at 6%.
The Upledger Institute Employee 401K Plan-68$1,058,577$275,908$4,057iApproximate average salary by contribution assumption: employee only about $101,437 at 4% or $67,625 at 6%; with 50% employer match about $67,625 at 4% or $45,083 at 6%; with 100% employer match about $50,718 at 4% or $33,812 at 6%.
2001169$1,117,779$304,163$4,408iApproximate average salary by contribution assumption: employee only about $110,204 at 4% or $73,469 at 6%; with 50% employer match about $73,469 at 4% or $48,980 at 6%; with 100% employer match about $55,102 at 4% or $36,735 at 6%.
The Upledger Institute Employee 401K Plan-69$1,117,779$304,163$4,408iApproximate average salary by contribution assumption: employee only about $110,204 at 4% or $73,469 at 6%; with 50% employer match about $73,469 at 4% or $48,980 at 6%; with 100% employer match about $55,102 at 4% or $36,735 at 6%.
2000173$0$0-
The Upledger Institute Employee 401K Plan-73---
1999175$993,087$199,069$2,654iApproximate average salary by contribution assumption: employee only about $66,356 at 4% or $44,238 at 6%; with 50% employer match about $44,238 at 4% or $29,492 at 6%; with 100% employer match about $33,178 at 4% or $22,119 at 6%.
The Upledger Institute Employee 401K Plan-75$993,087$199,069$2,654iApproximate average salary by contribution assumption: employee only about $66,356 at 4% or $44,238 at 6%; with 50% employer match about $44,238 at 4% or $29,492 at 6%; with 100% employer match about $33,178 at 4% or $22,119 at 6%.