UPLIFT AGENCY LTD.
Plan context: UPLIFT AGENCY LTD. 401(K) PLAN
EIN 81-1872557 • Boulder, CO • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,091,483
2025 Contributions
$131,051
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,091,483 | $131,051 | $18,722iApproximate average salary by contribution assumption: employee only about $468,039 at 4% or $312,026 at 6%; with 50% employer match about $312,026 at 4% or $208,017 at 6%; with 100% employer match about $234,020 at 4% or $156,013 at 6%. |
| UPLIFT AGENCY LTD. 401(K) PLAN | - | 7 | $1,091,483 | $131,051 | $18,722iApproximate average salary by contribution assumption: employee only about $468,039 at 4% or $312,026 at 6%; with 50% employer match about $312,026 at 4% or $208,017 at 6%; with 100% employer match about $234,020 at 4% or $156,013 at 6%. |
| 2024 | 1 | 6 | $788,639 | $183,160 | $30,527iApproximate average salary by contribution assumption: employee only about $763,167 at 4% or $508,778 at 6%; with 50% employer match about $508,778 at 4% or $339,185 at 6%; with 100% employer match about $381,583 at 4% or $254,389 at 6%. |
| UPLIFT AGENCY LTD. 401(K) PLAN | - | 6 | $788,639 | $183,160 | $30,527iApproximate average salary by contribution assumption: employee only about $763,167 at 4% or $508,778 at 6%; with 50% employer match about $508,778 at 4% or $339,185 at 6%; with 100% employer match about $381,583 at 4% or $254,389 at 6%. |
| 2023 | 1 | 7 | $561,143 | $146,187 | $20,884iApproximate average salary by contribution assumption: employee only about $522,096 at 4% or $348,064 at 6%; with 50% employer match about $348,064 at 4% or $232,043 at 6%; with 100% employer match about $261,048 at 4% or $174,032 at 6%. |
| UPLIFT AGENCY LTD. 401(K) PLAN | - | 7 | $561,143 | $146,187 | $20,884iApproximate average salary by contribution assumption: employee only about $522,096 at 4% or $348,064 at 6%; with 50% employer match about $348,064 at 4% or $232,043 at 6%; with 100% employer match about $261,048 at 4% or $174,032 at 6%. |
| 2022 | 1 | 7 | $349,673 | $116,634 | $16,662iApproximate average salary by contribution assumption: employee only about $416,550 at 4% or $277,700 at 6%; with 50% employer match about $277,700 at 4% or $185,133 at 6%; with 100% employer match about $208,275 at 4% or $138,850 at 6%. |
| UPLIFT AGENCY LTD. 401(K) PLAN | - | 7 | $349,673 | $116,634 | $16,662iApproximate average salary by contribution assumption: employee only about $416,550 at 4% or $277,700 at 6%; with 50% employer match about $277,700 at 4% or $185,133 at 6%; with 100% employer match about $208,275 at 4% or $138,850 at 6%. |
| 2021 | 1 | 5 | $289,335 | $91,590 | $18,318iApproximate average salary by contribution assumption: employee only about $457,950 at 4% or $305,300 at 6%; with 50% employer match about $305,300 at 4% or $203,533 at 6%; with 100% employer match about $228,975 at 4% or $152,650 at 6%. |
| UPLIFT AGENCY LTD. 401(K) PLAN | - | 5 | $289,335 | $91,590 | $18,318iApproximate average salary by contribution assumption: employee only about $457,950 at 4% or $305,300 at 6%; with 50% employer match about $305,300 at 4% or $203,533 at 6%; with 100% employer match about $228,975 at 4% or $152,650 at 6%. |
| 2020 | 1 | 4 | $164,110 | $87,282 | $21,821iApproximate average salary by contribution assumption: employee only about $545,513 at 4% or $363,675 at 6%; with 50% employer match about $363,675 at 4% or $242,450 at 6%; with 100% employer match about $272,756 at 4% or $181,838 at 6%. |
| UPLIFT AGENCY LTD. 401(K) PLAN | - | 4 | $164,110 | $87,282 | $21,821iApproximate average salary by contribution assumption: employee only about $545,513 at 4% or $363,675 at 6%; with 50% employer match about $363,675 at 4% or $242,450 at 6%; with 100% employer match about $272,756 at 4% or $181,838 at 6%. |
| 2019 | 1 | 4 | $52,481 | $49,371 | $12,343iApproximate average salary by contribution assumption: employee only about $308,569 at 4% or $205,713 at 6%; with 50% employer match about $205,713 at 4% or $137,142 at 6%; with 100% employer match about $154,284 at 4% or $102,856 at 6%. |
| UPLIFT AGENCY LTD. 401(K) PLAN | - | 4 | $52,481 | $49,371 | $12,343iApproximate average salary by contribution assumption: employee only about $308,569 at 4% or $205,713 at 6%; with 50% employer match about $205,713 at 4% or $137,142 at 6%; with 100% employer match about $154,284 at 4% or $102,856 at 6%. |