Civic Intelligence

Upic Solutions

Plan context: Upic Retirement Plan

EIN 61-1386122 • Cincinnati, OH • 21 filings • 2 plans

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7870 E. Kemper RoadSuite 470Cincinnati, OH 45249
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$4,173,137

2024 Contributions

$446,124

Historical Graphs

Total Assets Over Time

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

$4,173,137$2,086,569$0200420152024YearValue
$4,173,137Latest year 2024

Participants Over Time

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

67340200420142024YearValue
67Latest 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
2024167$4,173,137$446,124$6,659iApproximate average salary by contribution assumption: employee only about $166,464 at 4% or $110,976 at 6%; with 50% employer match about $110,976 at 4% or $73,984 at 6%; with 100% employer match about $83,232 at 4% or $55,488 at 6%.
Upic Retirement Plan-67$4,173,137$446,124$6,659iApproximate average salary by contribution assumption: employee only about $166,464 at 4% or $110,976 at 6%; with 50% employer match about $110,976 at 4% or $73,984 at 6%; with 100% employer match about $83,232 at 4% or $55,488 at 6%.
2023159$3,415,130$473,181$8,020iApproximate average salary by contribution assumption: employee only about $200,500 at 4% or $133,667 at 6%; with 50% employer match about $133,667 at 4% or $89,111 at 6%; with 100% employer match about $100,250 at 4% or $66,833 at 6%.
Upic Retirement Plan-59$3,415,130$473,181$8,020iApproximate average salary by contribution assumption: employee only about $200,500 at 4% or $133,667 at 6%; with 50% employer match about $133,667 at 4% or $89,111 at 6%; with 100% employer match about $100,250 at 4% or $66,833 at 6%.
2022151$2,478,420$404,946$7,940iApproximate average salary by contribution assumption: employee only about $198,503 at 4% or $132,335 at 6%; with 50% employer match about $132,335 at 4% or $88,224 at 6%; with 100% employer match about $99,251 at 4% or $66,168 at 6%.
Upic Retirement Plan-51$2,478,420$404,946$7,940iApproximate average salary by contribution assumption: employee only about $198,503 at 4% or $132,335 at 6%; with 50% employer match about $132,335 at 4% or $88,224 at 6%; with 100% employer match about $99,251 at 4% or $66,168 at 6%.
2021145$3,142,889$394,764$8,773iApproximate average salary by contribution assumption: employee only about $219,313 at 4% or $146,209 at 6%; with 50% employer match about $146,209 at 4% or $97,473 at 6%; with 100% employer match about $109,657 at 4% or $73,104 at 6%.
Upic Retirement Plan-45$3,142,889$394,764$8,773iApproximate average salary by contribution assumption: employee only about $219,313 at 4% or $146,209 at 6%; with 50% employer match about $146,209 at 4% or $97,473 at 6%; with 100% employer match about $109,657 at 4% or $73,104 at 6%.
2020142$2,610,995$364,510$8,679iApproximate average salary by contribution assumption: employee only about $216,970 at 4% or $144,647 at 6%; with 50% employer match about $144,647 at 4% or $96,431 at 6%; with 100% employer match about $108,485 at 4% or $72,323 at 6%.
Upic Retirement Plan-42$2,610,995$364,510$8,679iApproximate average salary by contribution assumption: employee only about $216,970 at 4% or $144,647 at 6%; with 50% employer match about $144,647 at 4% or $96,431 at 6%; with 100% employer match about $108,485 at 4% or $72,323 at 6%.
2019131$1,916,561$289,616$9,342iApproximate average salary by contribution assumption: employee only about $233,561 at 4% or $155,708 at 6%; with 50% employer match about $155,708 at 4% or $103,805 at 6%; with 100% employer match about $116,781 at 4% or $77,854 at 6%.
Upic Retirement Plan-31$1,916,561$289,616$9,342iApproximate average salary by contribution assumption: employee only about $233,561 at 4% or $155,708 at 6%; with 50% employer match about $155,708 at 4% or $103,805 at 6%; with 100% employer match about $116,781 at 4% or $77,854 at 6%.
2018127$1,469,044$267,592$9,911iApproximate average salary by contribution assumption: employee only about $247,770 at 4% or $165,180 at 6%; with 50% employer match about $165,180 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
Upic Retirement Plan-27$1,469,044$267,592$9,911iApproximate average salary by contribution assumption: employee only about $247,770 at 4% or $165,180 at 6%; with 50% employer match about $165,180 at 4% or $110,120 at 6%; with 100% employer match about $123,885 at 4% or $82,590 at 6%.
2017127$1,362,878$251,478$9,314iApproximate average salary by contribution assumption: employee only about $232,850 at 4% or $155,233 at 6%; with 50% employer match about $155,233 at 4% or $103,489 at 6%; with 100% employer match about $116,425 at 4% or $77,617 at 6%.
Upic Retirement Plan-27$1,362,878$251,478$9,314iApproximate average salary by contribution assumption: employee only about $232,850 at 4% or $155,233 at 6%; with 50% employer match about $155,233 at 4% or $103,489 at 6%; with 100% employer match about $116,425 at 4% or $77,617 at 6%.
2016127$1,572,893$209,785$7,770iApproximate average salary by contribution assumption: employee only about $194,245 at 4% or $129,497 at 6%; with 50% employer match about $129,497 at 4% or $86,331 at 6%; with 100% employer match about $97,123 at 4% or $64,748 at 6%.
Upic Retirement Plan-27$1,572,893$209,785$7,770iApproximate average salary by contribution assumption: employee only about $194,245 at 4% or $129,497 at 6%; with 50% employer match about $129,497 at 4% or $86,331 at 6%; with 100% employer match about $97,123 at 4% or $64,748 at 6%.
2015119$1,563,203$204,621$10,770iApproximate average salary by contribution assumption: employee only about $269,238 at 4% or $179,492 at 6%; with 50% employer match about $179,492 at 4% or $119,661 at 6%; with 100% employer match about $134,619 at 4% or $89,746 at 6%.
Upic Retirement Plan-19$1,563,203$204,621$10,770iApproximate average salary by contribution assumption: employee only about $269,238 at 4% or $179,492 at 6%; with 50% employer match about $179,492 at 4% or $119,661 at 6%; with 100% employer match about $134,619 at 4% or $89,746 at 6%.
2014129$1,497,594$218,652$7,540iApproximate average salary by contribution assumption: employee only about $188,493 at 4% or $125,662 at 6%; with 50% employer match about $125,662 at 4% or $83,775 at 6%; with 100% employer match about $94,247 at 4% or $62,831 at 6%.
Upic Retirement Plan-29$1,497,594$218,652$7,540iApproximate average salary by contribution assumption: employee only about $188,493 at 4% or $125,662 at 6%; with 50% employer match about $125,662 at 4% or $83,775 at 6%; with 100% employer match about $94,247 at 4% or $62,831 at 6%.
2013130$1,301,995$214,208$7,140iApproximate average salary by contribution assumption: employee only about $178,507 at 4% or $119,004 at 6%; with 50% employer match about $119,004 at 4% or $79,336 at 6%; with 100% employer match about $89,253 at 4% or $59,502 at 6%.
Upic Retirement Plan-30$1,301,995$214,208$7,140iApproximate average salary by contribution assumption: employee only about $178,507 at 4% or $119,004 at 6%; with 50% employer match about $119,004 at 4% or $79,336 at 6%; with 100% employer match about $89,253 at 4% or $59,502 at 6%.
2012132$990,869$198,553$6,205iApproximate average salary by contribution assumption: employee only about $155,120 at 4% or $103,413 at 6%; with 50% employer match about $103,413 at 4% or $68,942 at 6%; with 100% employer match about $77,560 at 4% or $51,707 at 6%.
Upic Retirement Plan-32$990,869$198,553$6,205iApproximate average salary by contribution assumption: employee only about $155,120 at 4% or $103,413 at 6%; with 50% employer match about $103,413 at 4% or $68,942 at 6%; with 100% employer match about $77,560 at 4% or $51,707 at 6%.
2011126$703,839$162,418$6,247iApproximate average salary by contribution assumption: employee only about $156,171 at 4% or $104,114 at 6%; with 50% employer match about $104,114 at 4% or $69,409 at 6%; with 100% employer match about $78,086 at 4% or $52,057 at 6%.
Upic Retirement Plan-26$703,839$162,418$6,247iApproximate average salary by contribution assumption: employee only about $156,171 at 4% or $104,114 at 6%; with 50% employer match about $104,114 at 4% or $69,409 at 6%; with 100% employer match about $78,086 at 4% or $52,057 at 6%.
2010121$568,914$132,854$6,326iApproximate average salary by contribution assumption: employee only about $158,160 at 4% or $105,440 at 6%; with 50% employer match about $105,440 at 4% or $70,293 at 6%; with 100% employer match about $79,080 at 4% or $52,720 at 6%.
Upic Retirement Plan-21$568,914$132,854$6,326iApproximate average salary by contribution assumption: employee only about $158,160 at 4% or $105,440 at 6%; with 50% employer match about $105,440 at 4% or $70,293 at 6%; with 100% employer match about $79,080 at 4% or $52,720 at 6%.
2009119$366,329$114,558$6,029iApproximate average salary by contribution assumption: employee only about $150,734 at 4% or $100,489 at 6%; with 50% employer match about $100,489 at 4% or $66,993 at 6%; with 100% employer match about $75,367 at 4% or $50,245 at 6%.
Upic Retirement Plan-19$366,329$114,558$6,029iApproximate average salary by contribution assumption: employee only about $150,734 at 4% or $100,489 at 6%; with 50% employer match about $100,489 at 4% or $66,993 at 6%; with 100% employer match about $75,367 at 4% or $50,245 at 6%.
2008116$199,205$81,542$5,096iApproximate average salary by contribution assumption: employee only about $127,409 at 4% or $84,940 at 6%; with 50% employer match about $84,940 at 4% or $56,626 at 6%; with 100% employer match about $63,705 at 4% or $42,470 at 6%.
Upic Retirement Plan-16$199,205$81,542$5,096iApproximate average salary by contribution assumption: employee only about $127,409 at 4% or $84,940 at 6%; with 50% employer match about $84,940 at 4% or $56,626 at 6%; with 100% employer match about $63,705 at 4% or $42,470 at 6%.
2007111$0$0-
Upic Retirement Plan-11---
2006112$194,389$65,863$5,489iApproximate average salary by contribution assumption: employee only about $137,215 at 4% or $91,476 at 6%; with 50% employer match about $91,476 at 4% or $60,984 at 6%; with 100% employer match about $68,607 at 4% or $45,738 at 6%.
Upic Retirement Plan-12$194,389$65,863$5,489iApproximate average salary by contribution assumption: employee only about $137,215 at 4% or $91,476 at 6%; with 50% employer match about $91,476 at 4% or $60,984 at 6%; with 100% employer match about $68,607 at 4% or $45,738 at 6%.
2005112$108,197$56,825$4,735iApproximate average salary by contribution assumption: employee only about $118,385 at 4% or $78,924 at 6%; with 50% employer match about $78,924 at 4% or $52,616 at 6%; with 100% employer match about $59,193 at 4% or $39,462 at 6%.
Upic Retirement Plan-12$108,197$56,825$4,735iApproximate average salary by contribution assumption: employee only about $118,385 at 4% or $78,924 at 6%; with 50% employer match about $78,924 at 4% or $52,616 at 6%; with 100% employer match about $59,193 at 4% or $39,462 at 6%.
200418$45,240$42,061$5,258iApproximate average salary by contribution assumption: employee only about $131,441 at 4% or $87,627 at 6%; with 50% employer match about $87,627 at 4% or $58,418 at 6%; with 100% employer match about $65,720 at 4% or $43,814 at 6%.
Upic Retirement Plan-8$45,240$42,061$5,258iApproximate average salary by contribution assumption: employee only about $131,441 at 4% or $87,627 at 6%; with 50% employer match about $87,627 at 4% or $58,418 at 6%; with 100% employer match about $65,720 at 4% or $43,814 at 6%.