Current Snapshot
Latest Year
2003
2003 Participants
107
2003 Assets
$2,868,027
2003 Contributions
$537,510
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 107 | $2,868,027 | $537,510 | $5,023iApproximate average salary by contribution assumption: employee only about $125,586 at 4% or $83,724 at 6%; with 50% employer match about $83,724 at 4% or $55,816 at 6%; with 100% employer match about $62,793 at 4% or $41,862 at 6%. |
| The Upshot 401K Plan | - | 107 | $2,868,027 | $537,510 | $5,023iApproximate average salary by contribution assumption: employee only about $125,586 at 4% or $83,724 at 6%; with 50% employer match about $83,724 at 4% or $55,816 at 6%; with 100% employer match about $62,793 at 4% or $41,862 at 6%. |
| 2002 | 1 | 93 | $2,270,610 | $662,090 | $7,119iApproximate average salary by contribution assumption: employee only about $177,981 at 4% or $118,654 at 6%; with 50% employer match about $118,654 at 4% or $79,103 at 6%; with 100% employer match about $88,991 at 4% or $59,327 at 6%. |
| The Upshot 401K Plan | - | 93 | $2,270,610 | $662,090 | $7,119iApproximate average salary by contribution assumption: employee only about $177,981 at 4% or $118,654 at 6%; with 50% employer match about $118,654 at 4% or $79,103 at 6%; with 100% employer match about $88,991 at 4% or $59,327 at 6%. |
| 2001 | 1 | 93 | $1,978,681 | $642,740 | $6,911iApproximate average salary by contribution assumption: employee only about $172,780 at 4% or $115,186 at 6%; with 50% employer match about $115,186 at 4% or $76,791 at 6%; with 100% employer match about $86,390 at 4% or $57,593 at 6%. |
| The Upshot 401K Plan | - | 93 | $1,978,681 | $642,740 | $6,911iApproximate average salary by contribution assumption: employee only about $172,780 at 4% or $115,186 at 6%; with 50% employer match about $115,186 at 4% or $76,791 at 6%; with 100% employer match about $86,390 at 4% or $57,593 at 6%. |
| 2000 | 1 | 85 | $0 | $0 | - |
| The Upshot 401K Plan | - | 85 | - | - | - |
| 1999 | 1 | 64 | $981,561 | $683,938 | $10,687iApproximate average salary by contribution assumption: employee only about $267,163 at 4% or $178,109 at 6%; with 50% employer match about $178,109 at 4% or $118,739 at 6%; with 100% employer match about $133,582 at 4% or $89,054 at 6%. |
| The Upshot 401K Plan | - | 64 | $981,561 | $683,938 | $10,687iApproximate average salary by contribution assumption: employee only about $267,163 at 4% or $178,109 at 6%; with 50% employer match about $178,109 at 4% or $118,739 at 6%; with 100% employer match about $133,582 at 4% or $89,054 at 6%. |