Civic Intelligence

UPTURN, INC.

Plan context: UPTURN, INC. RETIREMENT PLAN

EIN 81-4574412 • Washington, DC • 8 filings • 2 plans

1333 New Hampshire Ave. NWNW #200Washington, DC 20036
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

$2,350,350$1,175,175$0201820222025YearValue
$2,350,350Latest year 2025

Participants Over Time

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

1890201820222025YearValue
18Latest 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
2025118$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%.
2024116$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%.
2023116$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%.
2022114$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%.
2021113$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%.
2020112$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%.
2019110$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%.
201817$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%.