Civic Intelligence

Upgrade Inc.

Plan context: Upgrade Inc. 401(K) Plan

EIN 81-2807376 • Phoenix, AZ • 17 filings • 3 plans

2 N Central Ave, 10th FloorPhoenix, AZ 85004
Current Snapshot

Latest Year

2025

2025 Participants

1,574

2025 Assets

$54,530,578

2025 Contributions

$15,958,202

Historical Graphs

Total Assets Over Time

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

$54,530,578$27,265,289$0201820212024YearValue
$54,530,578Latest year 2024

Participants Over Time

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

1,5747870201720212025YearValue
1,574Latest year 2025

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
202511,574$0$0-
Upgrade Inc. Employee Benefits Plan-1,574---
202421,537$54,530,578$15,958,202$10,383iApproximate average salary by contribution assumption: employee only about $259,567 at 4% or $173,045 at 6%; with 50% employer match about $173,045 at 4% or $115,363 at 6%; with 100% employer match about $129,784 at 4% or $86,522 at 6%.
Upgrade Inc. 401(K) Plan-1,537$54,530,578$15,958,202$10,383iApproximate average salary by contribution assumption: employee only about $259,567 at 4% or $173,045 at 6%; with 50% employer match about $173,045 at 4% or $115,363 at 6%; with 100% employer match about $129,784 at 4% or $86,522 at 6%.
Upgrade Inc. Employee Benefits Plan-1,395---
202321,332$28,781,312$11,238,163$8,437iApproximate average salary by contribution assumption: employee only about $210,926 at 4% or $140,618 at 6%; with 50% employer match about $140,618 at 4% or $93,745 at 6%; with 100% employer match about $105,463 at 4% or $70,309 at 6%.
Upgrade Inc. 401(K) Plan-1,221$28,781,312$11,238,163$9,204iApproximate average salary by contribution assumption: employee only about $230,102 at 4% or $153,401 at 6%; with 50% employer match about $153,401 at 4% or $102,267 at 6%; with 100% employer match about $115,051 at 4% or $76,701 at 6%.
Upgrade Inc. Employee Benefits Plan-1,332---
202231,258$15,129,879$8,087,472$6,429iApproximate average salary by contribution assumption: employee only about $160,721 at 4% or $107,147 at 6%; with 50% employer match about $107,147 at 4% or $71,431 at 6%; with 100% employer match about $80,360 at 4% or $53,574 at 6%.
Upgrade Inc. 401(K) Plan-1,110$15,129,879$8,087,472$7,286iApproximate average salary by contribution assumption: employee only about $182,150 at 4% or $121,434 at 6%; with 50% employer match about $121,434 at 4% or $80,956 at 6%; with 100% employer match about $91,075 at 4% or $60,717 at 6%.
Upgrade Inc. Employee Benefits Plan-1,258---
FORUS 401(K)-0---
20212735$10,070,047$3,031,110$4,124iApproximate average salary by contribution assumption: employee only about $103,099 at 4% or $68,733 at 6%; with 50% employer match about $68,733 at 4% or $45,822 at 6%; with 100% employer match about $51,549 at 4% or $34,366 at 6%.
FORUS 401(K)-602$10,070,047$3,031,110$5,035iApproximate average salary by contribution assumption: employee only about $125,877 at 4% or $83,918 at 6%; with 50% employer match about $83,918 at 4% or $55,945 at 6%; with 100% employer match about $62,938 at 4% or $41,959 at 6%.
Upgrade Inc. Employee Benefits Plan-735---
20202354$6,147,798$2,247,221$6,348iApproximate average salary by contribution assumption: employee only about $158,702 at 4% or $105,801 at 6%; with 50% employer match about $105,801 at 4% or $70,534 at 6%; with 100% employer match about $79,351 at 4% or $52,901 at 6%.
FORUS 401(K)-250$6,147,798$2,247,221$8,989iApproximate average salary by contribution assumption: employee only about $224,722 at 4% or $149,815 at 6%; with 50% employer match about $149,815 at 4% or $99,876 at 6%; with 100% employer match about $112,361 at 4% or $74,907 at 6%.
Upgrade Inc. Employee Benefits Plan-354---
20192235$3,410,803$1,825,458$7,768iApproximate average salary by contribution assumption: employee only about $194,198 at 4% or $129,465 at 6%; with 50% employer match about $129,465 at 4% or $86,310 at 6%; with 100% employer match about $97,099 at 4% or $64,733 at 6%.
FORUS 401(K)-213$3,410,803$1,825,458$8,570iApproximate average salary by contribution assumption: employee only about $214,256 at 4% or $142,837 at 6%; with 50% employer match about $142,837 at 4% or $95,225 at 6%; with 100% employer match about $107,128 at 4% or $71,419 at 6%.
Upgrade Inc. Employee Benefits Plan-235---
20182269$1,302,360$1,481,922$5,509iApproximate average salary by contribution assumption: employee only about $137,725 at 4% or $91,817 at 6%; with 50% employer match about $91,817 at 4% or $61,211 at 6%; with 100% employer match about $68,863 at 4% or $45,908 at 6%.
FORUS 401(K)-227$1,302,360$1,481,922$6,528iApproximate average salary by contribution assumption: employee only about $163,207 at 4% or $108,805 at 6%; with 50% employer match about $108,805 at 4% or $72,537 at 6%; with 100% employer match about $81,604 at 4% or $54,402 at 6%.
Upgrade Inc. Employee Benefits Plan-269---
20171258$0$0-
Upgrade Inc. Employee Benefits Plan-258---