Current Snapshot
Latest Year
2024
2024 Participants
162
2024 Assets
$6,549,420
2024 Contributions
$1,756,148
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 | 162 | $6,549,420 | $1,756,148 | $10,840iApproximate average salary by contribution assumption: employee only about $271,010 at 4% or $180,674 at 6%; with 50% employer match about $180,674 at 4% or $120,449 at 6%; with 100% employer match about $135,505 at 4% or $90,337 at 6%. |
| Upstack 401(K) Plan | - | 162 | $6,549,420 | $1,756,148 | $10,840iApproximate average salary by contribution assumption: employee only about $271,010 at 4% or $180,674 at 6%; with 50% employer match about $180,674 at 4% or $120,449 at 6%; with 100% employer match about $135,505 at 4% or $90,337 at 6%. |
| 2023 | 1 | 149 | $4,485,387 | $1,776,595 | $11,923iApproximate average salary by contribution assumption: employee only about $298,086 at 4% or $198,724 at 6%; with 50% employer match about $198,724 at 4% or $132,483 at 6%; with 100% employer match about $149,043 at 4% or $99,362 at 6%. |
| Upstack 401(K) Plan | - | 149 | $4,485,387 | $1,776,595 | $11,923iApproximate average salary by contribution assumption: employee only about $298,086 at 4% or $198,724 at 6%; with 50% employer match about $198,724 at 4% or $132,483 at 6%; with 100% employer match about $149,043 at 4% or $99,362 at 6%. |
| 2022 | 1 | 115 | $2,269,309 | $991,337 | $8,620iApproximate average salary by contribution assumption: employee only about $215,508 at 4% or $143,672 at 6%; with 50% employer match about $143,672 at 4% or $95,781 at 6%; with 100% employer match about $107,754 at 4% or $71,836 at 6%. |
| Upstack 401(K) Plan | - | 115 | $2,269,309 | $991,337 | $8,620iApproximate average salary by contribution assumption: employee only about $215,508 at 4% or $143,672 at 6%; with 50% employer match about $143,672 at 4% or $95,781 at 6%; with 100% employer match about $107,754 at 4% or $71,836 at 6%. |
| 2019 | 1 | 4 | $62,808 | $48,951 | $12,238iApproximate average salary by contribution assumption: employee only about $305,944 at 4% or $203,963 at 6%; with 50% employer match about $203,963 at 4% or $135,975 at 6%; with 100% employer match about $152,972 at 4% or $101,981 at 6%. |
| Upstack 401(K) Plan | - | 4 | $62,808 | $48,951 | $12,238iApproximate average salary by contribution assumption: employee only about $305,944 at 4% or $203,963 at 6%; with 50% employer match about $203,963 at 4% or $135,975 at 6%; with 100% employer match about $152,972 at 4% or $101,981 at 6%. |
| 2018 | 1 | 3 | $13,017 | $12,952 | $4,317iApproximate average salary by contribution assumption: employee only about $107,933 at 4% or $71,956 at 6%; with 50% employer match about $71,956 at 4% or $47,970 at 6%; with 100% employer match about $53,967 at 4% or $35,978 at 6%. |
| Upstack 401(K) Plan | - | 3 | $13,017 | $12,952 | $4,317iApproximate average salary by contribution assumption: employee only about $107,933 at 4% or $71,956 at 6%; with 50% employer match about $71,956 at 4% or $47,970 at 6%; with 100% employer match about $53,967 at 4% or $35,978 at 6%. |