Up Valley Family Centers of Napa County
Plan context: Upvalley Family Centers 401(K) Plan & Trust
EIN 80-0023012 • St. Helena, CA • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$1,335,443
2024 Contributions
$106,943
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 36 | $1,335,443 | $106,943 | $2,971iApproximate average salary by contribution assumption: employee only about $74,266 at 4% or $49,511 at 6%; with 50% employer match about $49,511 at 4% or $33,007 at 6%; with 100% employer match about $37,133 at 4% or $24,755 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 36 | $1,335,443 | $106,943 | $2,971iApproximate average salary by contribution assumption: employee only about $74,266 at 4% or $49,511 at 6%; with 50% employer match about $49,511 at 4% or $33,007 at 6%; with 100% employer match about $37,133 at 4% or $24,755 at 6%. |
| 2023 | 1 | 32 | $1,195,121 | $193,256 | $6,039iApproximate average salary by contribution assumption: employee only about $150,981 at 4% or $100,654 at 6%; with 50% employer match about $100,654 at 4% or $67,103 at 6%; with 100% employer match about $75,491 at 4% or $50,327 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 32 | $1,195,121 | $193,256 | $6,039iApproximate average salary by contribution assumption: employee only about $150,981 at 4% or $100,654 at 6%; with 50% employer match about $100,654 at 4% or $67,103 at 6%; with 100% employer match about $75,491 at 4% or $50,327 at 6%. |
| 2022 | 1 | 34 | $941,236 | $169,327 | $4,980iApproximate average salary by contribution assumption: employee only about $124,505 at 4% or $83,003 at 6%; with 50% employer match about $83,003 at 4% or $55,336 at 6%; with 100% employer match about $62,253 at 4% or $41,502 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 34 | $941,236 | $169,327 | $4,980iApproximate average salary by contribution assumption: employee only about $124,505 at 4% or $83,003 at 6%; with 50% employer match about $83,003 at 4% or $55,336 at 6%; with 100% employer match about $62,253 at 4% or $41,502 at 6%. |
| 2021 | 1 | 25 | $762,165 | $155,616 | $6,225iApproximate average salary by contribution assumption: employee only about $155,616 at 4% or $103,744 at 6%; with 50% employer match about $103,744 at 4% or $69,163 at 6%; with 100% employer match about $77,808 at 4% or $51,872 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 25 | $762,165 | $155,616 | $6,225iApproximate average salary by contribution assumption: employee only about $155,616 at 4% or $103,744 at 6%; with 50% employer match about $103,744 at 4% or $69,163 at 6%; with 100% employer match about $77,808 at 4% or $51,872 at 6%. |
| 2020 | 1 | 22 | $809,957 | $166,143 | $7,552iApproximate average salary by contribution assumption: employee only about $188,799 at 4% or $125,866 at 6%; with 50% employer match about $125,866 at 4% or $83,911 at 6%; with 100% employer match about $94,399 at 4% or $62,933 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 22 | $809,957 | $166,143 | $7,552iApproximate average salary by contribution assumption: employee only about $188,799 at 4% or $125,866 at 6%; with 50% employer match about $125,866 at 4% or $83,911 at 6%; with 100% employer match about $94,399 at 4% or $62,933 at 6%. |
| 2019 | 1 | 21 | $543,361 | $98,206 | $4,676iApproximate average salary by contribution assumption: employee only about $116,912 at 4% or $77,941 at 6%; with 50% employer match about $77,941 at 4% or $51,961 at 6%; with 100% employer match about $58,456 at 4% or $38,971 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 21 | $543,361 | $98,206 | $4,676iApproximate average salary by contribution assumption: employee only about $116,912 at 4% or $77,941 at 6%; with 50% employer match about $77,941 at 4% or $51,961 at 6%; with 100% employer match about $58,456 at 4% or $38,971 at 6%. |
| 2018 | 1 | 19 | $481,957 | $97,213 | $5,116iApproximate average salary by contribution assumption: employee only about $127,912 at 4% or $85,275 at 6%; with 50% employer match about $85,275 at 4% or $56,850 at 6%; with 100% employer match about $63,956 at 4% or $42,637 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 19 | $481,957 | $97,213 | $5,116iApproximate average salary by contribution assumption: employee only about $127,912 at 4% or $85,275 at 6%; with 50% employer match about $85,275 at 4% or $56,850 at 6%; with 100% employer match about $63,956 at 4% or $42,637 at 6%. |
| 2017 | 1 | 13 | $368,857 | $60,566 | $4,659iApproximate average salary by contribution assumption: employee only about $116,473 at 4% or $77,649 at 6%; with 50% employer match about $77,649 at 4% or $51,766 at 6%; with 100% employer match about $58,237 at 4% or $38,824 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 13 | $368,857 | $60,566 | $4,659iApproximate average salary by contribution assumption: employee only about $116,473 at 4% or $77,649 at 6%; with 50% employer match about $77,649 at 4% or $51,766 at 6%; with 100% employer match about $58,237 at 4% or $38,824 at 6%. |
| 2016 | 1 | 12 | $293,637 | $52,968 | $4,414iApproximate average salary by contribution assumption: employee only about $110,350 at 4% or $73,567 at 6%; with 50% employer match about $73,567 at 4% or $49,044 at 6%; with 100% employer match about $55,175 at 4% or $36,783 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 12 | $293,637 | $52,968 | $4,414iApproximate average salary by contribution assumption: employee only about $110,350 at 4% or $73,567 at 6%; with 50% employer match about $73,567 at 4% or $49,044 at 6%; with 100% employer match about $55,175 at 4% or $36,783 at 6%. |
| 2015 | 1 | 14 | $234,675 | $48,453 | $3,461iApproximate average salary by contribution assumption: employee only about $86,523 at 4% or $57,682 at 6%; with 50% employer match about $57,682 at 4% or $38,455 at 6%; with 100% employer match about $43,262 at 4% or $28,841 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 14 | $234,675 | $48,453 | $3,461iApproximate average salary by contribution assumption: employee only about $86,523 at 4% or $57,682 at 6%; with 50% employer match about $57,682 at 4% or $38,455 at 6%; with 100% employer match about $43,262 at 4% or $28,841 at 6%. |
| 2014 | 1 | 12 | $190,675 | $57,082 | $4,757iApproximate average salary by contribution assumption: employee only about $118,921 at 4% or $79,281 at 6%; with 50% employer match about $79,281 at 4% or $52,854 at 6%; with 100% employer match about $59,460 at 4% or $39,640 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 12 | $190,675 | $57,082 | $4,757iApproximate average salary by contribution assumption: employee only about $118,921 at 4% or $79,281 at 6%; with 50% employer match about $79,281 at 4% or $52,854 at 6%; with 100% employer match about $59,460 at 4% or $39,640 at 6%. |
| 2013 | 1 | 8 | $133,226 | $9,015 | $1,127iApproximate average salary by contribution assumption: employee only about $28,172 at 4% or $18,781 at 6%; with 50% employer match about $18,781 at 4% or $12,521 at 6%; with 100% employer match about $14,086 at 4% or $9,391 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 8 | $133,226 | $9,015 | $1,127iApproximate average salary by contribution assumption: employee only about $28,172 at 4% or $18,781 at 6%; with 50% employer match about $18,781 at 4% or $12,521 at 6%; with 100% employer match about $14,086 at 4% or $9,391 at 6%. |
| 2012 | 1 | 9 | $125,870 | $12,696 | $1,411iApproximate average salary by contribution assumption: employee only about $35,267 at 4% or $23,511 at 6%; with 50% employer match about $23,511 at 4% or $15,674 at 6%; with 100% employer match about $17,633 at 4% or $11,756 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 9 | $125,870 | $12,696 | $1,411iApproximate average salary by contribution assumption: employee only about $35,267 at 4% or $23,511 at 6%; with 50% employer match about $23,511 at 4% or $15,674 at 6%; with 100% employer match about $17,633 at 4% or $11,756 at 6%. |
| 2011 | 1 | 9 | $103,751 | $20,269 | $2,252iApproximate average salary by contribution assumption: employee only about $56,303 at 4% or $37,535 at 6%; with 50% employer match about $37,535 at 4% or $25,023 at 6%; with 100% employer match about $28,151 at 4% or $18,768 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 9 | $103,751 | $20,269 | $2,252iApproximate average salary by contribution assumption: employee only about $56,303 at 4% or $37,535 at 6%; with 50% employer match about $37,535 at 4% or $25,023 at 6%; with 100% employer match about $28,151 at 4% or $18,768 at 6%. |
| 2010 | 1 | 9 | $86,939 | $22,116 | $2,457iApproximate average salary by contribution assumption: employee only about $61,433 at 4% or $40,956 at 6%; with 50% employer match about $40,956 at 4% or $27,304 at 6%; with 100% employer match about $30,717 at 4% or $20,478 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 9 | $86,939 | $22,116 | $2,457iApproximate average salary by contribution assumption: employee only about $61,433 at 4% or $40,956 at 6%; with 50% employer match about $40,956 at 4% or $27,304 at 6%; with 100% employer match about $30,717 at 4% or $20,478 at 6%. |
| 2009 | 1 | 8 | $53,243 | $26,674 | $3,334iApproximate average salary by contribution assumption: employee only about $83,356 at 4% or $55,571 at 6%; with 50% employer match about $55,571 at 4% or $37,047 at 6%; with 100% employer match about $41,678 at 4% or $27,785 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 8 | $53,243 | $26,674 | $3,334iApproximate average salary by contribution assumption: employee only about $83,356 at 4% or $55,571 at 6%; with 50% employer match about $55,571 at 4% or $37,047 at 6%; with 100% employer match about $41,678 at 4% or $27,785 at 6%. |
| 2008 | 1 | 7 | $23,933 | $22,615 | $3,231iApproximate average salary by contribution assumption: employee only about $80,768 at 4% or $53,845 at 6%; with 50% employer match about $53,845 at 4% or $35,897 at 6%; with 100% employer match about $40,384 at 4% or $26,923 at 6%. |
| Upvalley Family Centers 401(K) Plan & Trust | - | 7 | $23,933 | $22,615 | $3,231iApproximate average salary by contribution assumption: employee only about $80,768 at 4% or $53,845 at 6%; with 50% employer match about $53,845 at 4% or $35,897 at 6%; with 100% employer match about $40,384 at 4% or $26,923 at 6%. |