UPTURN, INC.
Plan context: UPTURN, INC. RETIREMENT PLAN
EIN 81-4574412 • Washington, DC • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$2,350,350
2025 Contributions
$246,032
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 | 18 | $2,350,350 | $246,032 | $13,668iApproximate average salary by contribution assumption: employee only about $341,711 at 4% or $227,807 at 6%; with 50% employer match about $227,807 at 4% or $151,872 at 6%; with 100% employer match about $170,856 at 4% or $113,904 at 6%. |
| UPTURN, INC. RETIREMENT PLAN | - | 18 | $2,350,350 | $246,032 | $13,668iApproximate average salary by contribution assumption: employee only about $341,711 at 4% or $227,807 at 6%; with 50% employer match about $227,807 at 4% or $151,872 at 6%; with 100% employer match about $170,856 at 4% or $113,904 at 6%. |
| 2024 | 1 | 16 | $1,729,192 | $272,908 | $17,057iApproximate average salary by contribution assumption: employee only about $426,419 at 4% or $284,279 at 6%; with 50% employer match about $284,279 at 4% or $189,519 at 6%; with 100% employer match about $213,209 at 4% or $142,140 at 6%. |
| UPTURN, INC. RETIREMENT PLAN | - | 16 | $1,729,192 | $272,908 | $17,057iApproximate average salary by contribution assumption: employee only about $426,419 at 4% or $284,279 at 6%; with 50% employer match about $284,279 at 4% or $189,519 at 6%; with 100% employer match about $213,209 at 4% or $142,140 at 6%. |
| 2023 | 1 | 16 | $1,259,072 | $231,659 | $14,479iApproximate average salary by contribution assumption: employee only about $361,967 at 4% or $241,311 at 6%; with 50% employer match about $241,311 at 4% or $160,874 at 6%; with 100% employer match about $180,984 at 4% or $120,656 at 6%. |
| UPTURN, INC. RETIREMENT PLAN | - | 16 | $1,259,072 | $231,659 | $14,479iApproximate average salary by contribution assumption: employee only about $361,967 at 4% or $241,311 at 6%; with 50% employer match about $241,311 at 4% or $160,874 at 6%; with 100% employer match about $180,984 at 4% or $120,656 at 6%. |
| 2022 | 1 | 14 | $830,358 | $209,942 | $14,996iApproximate average salary by contribution assumption: employee only about $374,896 at 4% or $249,931 at 6%; with 50% employer match about $249,931 at 4% or $166,621 at 6%; with 100% employer match about $187,448 at 4% or $124,965 at 6%. |
| UPTURN, INC. 403(B) RETIREMENT PLAN | - | 14 | $830,358 | $209,942 | $14,996iApproximate average salary by contribution assumption: employee only about $374,896 at 4% or $249,931 at 6%; with 50% employer match about $249,931 at 4% or $166,621 at 6%; with 100% employer match about $187,448 at 4% or $124,965 at 6%. |
| 2021 | 1 | 13 | $799,341 | $200,885 | $15,453iApproximate average salary by contribution assumption: employee only about $386,317 at 4% or $257,545 at 6%; with 50% employer match about $257,545 at 4% or $171,697 at 6%; with 100% employer match about $193,159 at 4% or $128,772 at 6%. |
| UPTURN, INC. 403(B) RETIREMENT PLAN | - | 13 | $799,341 | $200,885 | $15,453iApproximate average salary by contribution assumption: employee only about $386,317 at 4% or $257,545 at 6%; with 50% employer match about $257,545 at 4% or $171,697 at 6%; with 100% employer match about $193,159 at 4% or $128,772 at 6%. |
| 2020 | 1 | 12 | $500,572 | $185,060 | $15,422iApproximate average salary by contribution assumption: employee only about $385,542 at 4% or $257,028 at 6%; with 50% employer match about $257,028 at 4% or $171,352 at 6%; with 100% employer match about $192,771 at 4% or $128,514 at 6%. |
| UPTURN, INC. 403(B) RETIREMENT PLAN | - | 12 | $500,572 | $185,060 | $15,422iApproximate average salary by contribution assumption: employee only about $385,542 at 4% or $257,028 at 6%; with 50% employer match about $257,028 at 4% or $171,352 at 6%; with 100% employer match about $192,771 at 4% or $128,514 at 6%. |
| 2019 | 1 | 10 | $241,061 | $118,471 | $11,847iApproximate average salary by contribution assumption: employee only about $296,178 at 4% or $197,452 at 6%; with 50% employer match about $197,452 at 4% or $131,634 at 6%; with 100% employer match about $148,089 at 4% or $98,726 at 6%. |
| UPTURN, INC. RETIREMENT PLAN | - | 10 | $241,061 | $118,471 | $11,847iApproximate average salary by contribution assumption: employee only about $296,178 at 4% or $197,452 at 6%; with 50% employer match about $197,452 at 4% or $131,634 at 6%; with 100% employer match about $148,089 at 4% or $98,726 at 6%. |
| 2018 | 1 | 7 | $90,962 | $99,597 | $14,228iApproximate average salary by contribution assumption: employee only about $355,704 at 4% or $237,136 at 6%; with 50% employer match about $237,136 at 4% or $158,090 at 6%; with 100% employer match about $177,852 at 4% or $118,568 at 6%. |
| UPTURN, INC. RETIREMENT PLAN | - | 7 | $90,962 | $99,597 | $14,228iApproximate average salary by contribution assumption: employee only about $355,704 at 4% or $237,136 at 6%; with 50% employer match about $237,136 at 4% or $158,090 at 6%; with 100% employer match about $177,852 at 4% or $118,568 at 6%. |