Civic Intelligence

UPWARD TRANSITIONS, INC.

Plan context: TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS, INC.

EIN 73-0590277 • Oklahoma City, OK • 16 filings • 6 plans

View Related Profile

1134 W Main StOklahoma City, OK 73106-7847
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$29,448

2024 Contributions

$5,311

Historical Graphs

Total Assets Over Time

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

$56,140$28,070$0200920172024YearValue
$29,448Latest year 2024

Participants Over Time

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

950200920172024YearValue
8Latest 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
202418$29,448$5,311$664iApproximate average salary by contribution assumption: employee only about $16,597 at 4% or $11,065 at 6%; with 50% employer match about $11,065 at 4% or $7,376 at 6%; with 100% employer match about $8,298 at 4% or $5,532 at 6%.
TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS, INC.-8$29,448$5,311$664iApproximate average salary by contribution assumption: employee only about $16,597 at 4% or $11,065 at 6%; with 50% employer match about $11,065 at 4% or $7,376 at 6%; with 100% employer match about $8,298 at 4% or $5,532 at 6%.
202319$46,422$4,765$529iApproximate average salary by contribution assumption: employee only about $13,236 at 4% or $8,824 at 6%; with 50% employer match about $8,824 at 4% or $5,883 at 6%; with 100% employer match about $6,618 at 4% or $4,412 at 6%.
UPWARD TRANSITIONS, INC.-9$46,422$4,765$529iApproximate average salary by contribution assumption: employee only about $13,236 at 4% or $8,824 at 6%; with 50% employer match about $8,824 at 4% or $5,883 at 6%; with 100% employer match about $6,618 at 4% or $4,412 at 6%.
202219$50,027$4,860$540iApproximate average salary by contribution assumption: employee only about $13,500 at 4% or $9,000 at 6%; with 50% employer match about $9,000 at 4% or $6,000 at 6%; with 100% employer match about $6,750 at 4% or $4,500 at 6%.
TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS, INC.-9$50,027$4,860$540iApproximate average salary by contribution assumption: employee only about $13,500 at 4% or $9,000 at 6%; with 50% employer match about $9,000 at 4% or $6,000 at 6%; with 100% employer match about $6,750 at 4% or $4,500 at 6%.
202117$56,140$5,162$737iApproximate average salary by contribution assumption: employee only about $18,436 at 4% or $12,290 at 6%; with 50% employer match about $12,290 at 4% or $8,194 at 6%; with 100% employer match about $9,218 at 4% or $6,145 at 6%.
TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS, INC.-7$56,140$5,162$737iApproximate average salary by contribution assumption: employee only about $18,436 at 4% or $12,290 at 6%; with 50% employer match about $12,290 at 4% or $8,194 at 6%; with 100% employer match about $9,218 at 4% or $6,145 at 6%.
202018$53,476$3,888$486iApproximate average salary by contribution assumption: employee only about $12,150 at 4% or $8,100 at 6%; with 50% employer match about $8,100 at 4% or $5,400 at 6%; with 100% employer match about $6,075 at 4% or $4,050 at 6%.
TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS, INC.-8$53,476$3,888$486iApproximate average salary by contribution assumption: employee only about $12,150 at 4% or $8,100 at 6%; with 50% employer match about $8,100 at 4% or $5,400 at 6%; with 100% employer match about $6,075 at 4% or $4,050 at 6%.
201917$42,447$2,937$420iApproximate average salary by contribution assumption: employee only about $10,489 at 4% or $6,993 at 6%; with 50% employer match about $6,993 at 4% or $4,662 at 6%; with 100% employer match about $5,245 at 4% or $3,496 at 6%.
TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS, INC.-7$42,447$2,937$420iApproximate average salary by contribution assumption: employee only about $10,489 at 4% or $6,993 at 6%; with 50% employer match about $6,993 at 4% or $4,662 at 6%; with 100% employer match about $5,245 at 4% or $3,496 at 6%.
201817$33,452$2,620$374iApproximate average salary by contribution assumption: employee only about $9,357 at 4% or $6,238 at 6%; with 50% employer match about $6,238 at 4% or $4,159 at 6%; with 100% employer match about $4,679 at 4% or $3,119 at 6%.
TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS, INC.-7$33,452$2,620$374iApproximate average salary by contribution assumption: employee only about $9,357 at 4% or $6,238 at 6%; with 50% employer match about $6,238 at 4% or $4,159 at 6%; with 100% employer match about $4,679 at 4% or $3,119 at 6%.
201717$33,022$3,578$511iApproximate average salary by contribution assumption: employee only about $12,779 at 4% or $8,519 at 6%; with 50% employer match about $8,519 at 4% or $5,679 at 6%; with 100% employer match about $6,389 at 4% or $4,260 at 6%.
TAX DEFERRED ANNUITY PLAN OF UPWARD TRANSITIONS INC-7$33,022$3,578$511iApproximate average salary by contribution assumption: employee only about $12,779 at 4% or $8,519 at 6%; with 50% employer match about $8,519 at 4% or $5,679 at 6%; with 100% employer match about $6,389 at 4% or $4,260 at 6%.
201616$26,416$2,856$476iApproximate average salary by contribution assumption: employee only about $11,900 at 4% or $7,933 at 6%; with 50% employer match about $7,933 at 4% or $5,289 at 6%; with 100% employer match about $5,950 at 4% or $3,967 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.-6$26,416$2,856$476iApproximate average salary by contribution assumption: employee only about $11,900 at 4% or $7,933 at 6%; with 50% employer match about $7,933 at 4% or $5,289 at 6%; with 100% employer match about $5,950 at 4% or $3,967 at 6%.
201515$28,136$2,975$595iApproximate average salary by contribution assumption: employee only about $14,875 at 4% or $9,917 at 6%; with 50% employer match about $9,917 at 4% or $6,611 at 6%; with 100% employer match about $7,438 at 4% or $4,958 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.-5$28,136$2,975$595iApproximate average salary by contribution assumption: employee only about $14,875 at 4% or $9,917 at 6%; with 50% employer match about $9,917 at 4% or $6,611 at 6%; with 100% employer match about $7,438 at 4% or $4,958 at 6%.
201415$25,771$4,348$870iApproximate average salary by contribution assumption: employee only about $21,740 at 4% or $14,493 at 6%; with 50% employer match about $14,493 at 4% or $9,662 at 6%; with 100% employer match about $10,870 at 4% or $7,247 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.-5$25,771$4,348$870iApproximate average salary by contribution assumption: employee only about $21,740 at 4% or $14,493 at 6%; with 50% employer match about $14,493 at 4% or $9,662 at 6%; with 100% employer match about $10,870 at 4% or $7,247 at 6%.
201315$20,530$3,077$615iApproximate average salary by contribution assumption: employee only about $15,385 at 4% or $10,257 at 6%; with 50% employer match about $10,257 at 4% or $6,838 at 6%; with 100% employer match about $7,693 at 4% or $5,128 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.-5$20,530$3,077$615iApproximate average salary by contribution assumption: employee only about $15,385 at 4% or $10,257 at 6%; with 50% employer match about $10,257 at 4% or $6,838 at 6%; with 100% employer match about $7,693 at 4% or $5,128 at 6%.
201215$14,964$2,189$438iApproximate average salary by contribution assumption: employee only about $10,945 at 4% or $7,297 at 6%; with 50% employer match about $7,297 at 4% or $4,864 at 6%; with 100% employer match about $5,473 at 4% or $3,648 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF UPWARD TRANSITIONS, INC.-5$14,964$2,189$438iApproximate average salary by contribution assumption: employee only about $10,945 at 4% or $7,297 at 6%; with 50% employer match about $7,297 at 4% or $4,864 at 6%; with 100% employer match about $5,473 at 4% or $3,648 at 6%.
201115$11,499$855$171iApproximate average salary by contribution assumption: employee only about $4,275 at 4% or $2,850 at 6%; with 50% employer match about $2,850 at 4% or $1,900 at 6%; with 100% employer match about $2,138 at 4% or $1,425 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF TRAVELERS AID AND HOMELESS ASSISTANCE CENTER, INC.-5$11,499$855$171iApproximate average salary by contribution assumption: employee only about $4,275 at 4% or $2,850 at 6%; with 50% employer match about $2,850 at 4% or $1,900 at 6%; with 100% employer match about $2,138 at 4% or $1,425 at 6%.
201015$10,754$805$161iApproximate average salary by contribution assumption: employee only about $4,025 at 4% or $2,683 at 6%; with 50% employer match about $2,683 at 4% or $1,789 at 6%; with 100% employer match about $2,013 at 4% or $1,342 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF TRAVELERS AID AND HOMELESS ASSISTANCE CENTER, INC.-5$10,754$805$161iApproximate average salary by contribution assumption: employee only about $4,025 at 4% or $2,683 at 6%; with 50% employer match about $2,683 at 4% or $1,789 at 6%; with 100% employer match about $2,013 at 4% or $1,342 at 6%.
200915$8,983$805$161iApproximate average salary by contribution assumption: employee only about $4,025 at 4% or $2,683 at 6%; with 50% employer match about $2,683 at 4% or $1,789 at 6%; with 100% employer match about $2,013 at 4% or $1,342 at 6%.
TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF TRAVELERS AID & HOMELESS ASSISTANCE CENTER-5$8,983$805$161iApproximate average salary by contribution assumption: employee only about $4,025 at 4% or $2,683 at 6%; with 50% employer match about $2,683 at 4% or $1,789 at 6%; with 100% employer match about $2,013 at 4% or $1,342 at 6%.