Upson Company
Plan context: Upson Company Profit Sharing 401K Plan
EIN 82-0455046 • Caldwell, ID • 33 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
94
2024 Assets
$5,260,259
2024 Contributions
$458,170
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 | 94 | $5,260,259 | $458,170 | $4,874iApproximate average salary by contribution assumption: employee only about $121,854 at 4% or $81,236 at 6%; with 50% employer match about $81,236 at 4% or $54,157 at 6%; with 100% employer match about $60,927 at 4% or $40,618 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 94 | $5,260,259 | $458,170 | $4,874iApproximate average salary by contribution assumption: employee only about $121,854 at 4% or $81,236 at 6%; with 50% employer match about $81,236 at 4% or $54,157 at 6%; with 100% employer match about $60,927 at 4% or $40,618 at 6%. |
| 2023 | 1 | 92 | $4,584,210 | $554,297 | $6,025iApproximate average salary by contribution assumption: employee only about $150,624 at 4% or $100,416 at 6%; with 50% employer match about $100,416 at 4% or $66,944 at 6%; with 100% employer match about $75,312 at 4% or $50,208 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 92 | $4,584,210 | $554,297 | $6,025iApproximate average salary by contribution assumption: employee only about $150,624 at 4% or $100,416 at 6%; with 50% employer match about $100,416 at 4% or $66,944 at 6%; with 100% employer match about $75,312 at 4% or $50,208 at 6%. |
| 2022 | 1 | 74 | $3,525,313 | $491,959 | $6,648iApproximate average salary by contribution assumption: employee only about $166,202 at 4% or $110,802 at 6%; with 50% employer match about $110,802 at 4% or $73,868 at 6%; with 100% employer match about $83,101 at 4% or $55,401 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 74 | $3,525,313 | $491,959 | $6,648iApproximate average salary by contribution assumption: employee only about $166,202 at 4% or $110,802 at 6%; with 50% employer match about $110,802 at 4% or $73,868 at 6%; with 100% employer match about $83,101 at 4% or $55,401 at 6%. |
| 2021 | 1 | 69 | $5,801,788 | $512,501 | $7,428iApproximate average salary by contribution assumption: employee only about $185,689 at 4% or $123,793 at 6%; with 50% employer match about $123,793 at 4% or $82,528 at 6%; with 100% employer match about $92,844 at 4% or $61,896 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 69 | $5,801,788 | $512,501 | $7,428iApproximate average salary by contribution assumption: employee only about $185,689 at 4% or $123,793 at 6%; with 50% employer match about $123,793 at 4% or $82,528 at 6%; with 100% employer match about $92,844 at 4% or $61,896 at 6%. |
| 2020 | 1 | 68 | $4,715,164 | $321,677 | $4,731iApproximate average salary by contribution assumption: employee only about $118,264 at 4% or $78,842 at 6%; with 50% employer match about $78,842 at 4% or $52,562 at 6%; with 100% employer match about $59,132 at 4% or $39,421 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 68 | $4,715,164 | $321,677 | $4,731iApproximate average salary by contribution assumption: employee only about $118,264 at 4% or $78,842 at 6%; with 50% employer match about $78,842 at 4% or $52,562 at 6%; with 100% employer match about $59,132 at 4% or $39,421 at 6%. |
| 2019 | 1 | 124 | $3,791,535 | $504,697 | $4,070iApproximate average salary by contribution assumption: employee only about $101,753 at 4% or $67,836 at 6%; with 50% employer match about $67,836 at 4% or $45,224 at 6%; with 100% employer match about $50,877 at 4% or $33,918 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 124 | $3,791,535 | $504,697 | $4,070iApproximate average salary by contribution assumption: employee only about $101,753 at 4% or $67,836 at 6%; with 50% employer match about $67,836 at 4% or $45,224 at 6%; with 100% employer match about $50,877 at 4% or $33,918 at 6%. |
| 2018 | 1 | 76 | $2,814,646 | $373,634 | $4,916iApproximate average salary by contribution assumption: employee only about $122,906 at 4% or $81,937 at 6%; with 50% employer match about $81,937 at 4% or $54,625 at 6%; with 100% employer match about $61,453 at 4% or $40,969 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 76 | $2,814,646 | $373,634 | $4,916iApproximate average salary by contribution assumption: employee only about $122,906 at 4% or $81,937 at 6%; with 50% employer match about $81,937 at 4% or $54,625 at 6%; with 100% employer match about $61,453 at 4% or $40,969 at 6%. |
| 2017 | 1 | 55 | $2,590,725 | $198,135 | $3,602iApproximate average salary by contribution assumption: employee only about $90,061 at 4% or $60,041 at 6%; with 50% employer match about $60,041 at 4% or $40,027 at 6%; with 100% employer match about $45,031 at 4% or $30,020 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 55 | $2,590,725 | $198,135 | $3,602iApproximate average salary by contribution assumption: employee only about $90,061 at 4% or $60,041 at 6%; with 50% employer match about $60,041 at 4% or $40,027 at 6%; with 100% employer match about $45,031 at 4% or $30,020 at 6%. |
| 2016 | 1 | 52 | $2,127,929 | $237,935 | $4,576iApproximate average salary by contribution assumption: employee only about $114,392 at 4% or $76,261 at 6%; with 50% employer match about $76,261 at 4% or $50,841 at 6%; with 100% employer match about $57,196 at 4% or $38,131 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 52 | $2,127,929 | $237,935 | $4,576iApproximate average salary by contribution assumption: employee only about $114,392 at 4% or $76,261 at 6%; with 50% employer match about $76,261 at 4% or $50,841 at 6%; with 100% employer match about $57,196 at 4% or $38,131 at 6%. |
| 2015 | 1 | 53 | $1,823,444 | $216,103 | $4,077iApproximate average salary by contribution assumption: employee only about $101,935 at 4% or $67,957 at 6%; with 50% employer match about $67,957 at 4% or $45,305 at 6%; with 100% employer match about $50,968 at 4% or $33,978 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 53 | $1,823,444 | $216,103 | $4,077iApproximate average salary by contribution assumption: employee only about $101,935 at 4% or $67,957 at 6%; with 50% employer match about $67,957 at 4% or $45,305 at 6%; with 100% employer match about $50,968 at 4% or $33,978 at 6%. |
| 2014 | 1 | 55 | $1,727,591 | $194,884 | $3,543iApproximate average salary by contribution assumption: employee only about $88,584 at 4% or $59,056 at 6%; with 50% employer match about $59,056 at 4% or $39,371 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 55 | $1,727,591 | $194,884 | $3,543iApproximate average salary by contribution assumption: employee only about $88,584 at 4% or $59,056 at 6%; with 50% employer match about $59,056 at 4% or $39,371 at 6%; with 100% employer match about $44,292 at 4% or $29,528 at 6%. |
| 2013 | 1 | 53 | $1,512,119 | $226,741 | $4,278iApproximate average salary by contribution assumption: employee only about $106,953 at 4% or $71,302 at 6%; with 50% employer match about $71,302 at 4% or $47,535 at 6%; with 100% employer match about $53,477 at 4% or $35,651 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 53 | $1,512,119 | $226,741 | $4,278iApproximate average salary by contribution assumption: employee only about $106,953 at 4% or $71,302 at 6%; with 50% employer match about $71,302 at 4% or $47,535 at 6%; with 100% employer match about $53,477 at 4% or $35,651 at 6%. |
| 2012 | 1 | 45 | $1,153,287 | $174,039 | $3,868iApproximate average salary by contribution assumption: employee only about $96,688 at 4% or $64,459 at 6%; with 50% employer match about $64,459 at 4% or $42,973 at 6%; with 100% employer match about $48,344 at 4% or $32,229 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 45 | $1,153,287 | $174,039 | $3,868iApproximate average salary by contribution assumption: employee only about $96,688 at 4% or $64,459 at 6%; with 50% employer match about $64,459 at 4% or $42,973 at 6%; with 100% employer match about $48,344 at 4% or $32,229 at 6%. |
| 2011 | 1 | 45 | $1,002,987 | $85,915 | $1,909iApproximate average salary by contribution assumption: employee only about $47,731 at 4% or $31,820 at 6%; with 50% employer match about $31,820 at 4% or $21,214 at 6%; with 100% employer match about $23,865 at 4% or $15,910 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 45 | $1,002,987 | $85,915 | $1,909iApproximate average salary by contribution assumption: employee only about $47,731 at 4% or $31,820 at 6%; with 50% employer match about $31,820 at 4% or $21,214 at 6%; with 100% employer match about $23,865 at 4% or $15,910 at 6%. |
| 2010 | 1 | 45 | $1,103,426 | $40,459 | $899iApproximate average salary by contribution assumption: employee only about $22,477 at 4% or $14,985 at 6%; with 50% employer match about $14,985 at 4% or $9,990 at 6%; with 100% employer match about $11,239 at 4% or $7,492 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 45 | $1,103,426 | $40,459 | $899iApproximate average salary by contribution assumption: employee only about $22,477 at 4% or $14,985 at 6%; with 50% employer match about $14,985 at 4% or $9,990 at 6%; with 100% employer match about $11,239 at 4% or $7,492 at 6%. |
| 2009 | 1 | 60 | $1,014,265 | $180,880 | $3,015iApproximate average salary by contribution assumption: employee only about $75,367 at 4% or $50,244 at 6%; with 50% employer match about $50,244 at 4% or $33,496 at 6%; with 100% employer match about $37,683 at 4% or $25,122 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 60 | $1,014,265 | $180,880 | $3,015iApproximate average salary by contribution assumption: employee only about $75,367 at 4% or $50,244 at 6%; with 50% employer match about $50,244 at 4% or $33,496 at 6%; with 100% employer match about $37,683 at 4% or $25,122 at 6%. |
| 2008 | 1 | 36 | $691,674 | $197,110 | $5,475iApproximate average salary by contribution assumption: employee only about $136,882 at 4% or $91,255 at 6%; with 50% employer match about $91,255 at 4% or $60,836 at 6%; with 100% employer match about $68,441 at 4% or $45,627 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 36 | $691,674 | $197,110 | $5,475iApproximate average salary by contribution assumption: employee only about $136,882 at 4% or $91,255 at 6%; with 50% employer match about $91,255 at 4% or $60,836 at 6%; with 100% employer match about $68,441 at 4% or $45,627 at 6%. |
| 2007 | 1 | 37 | $0 | $0 | - |
| Upson Company Profit Sharing 401K Plan | - | 37 | - | - | - |
| 2006 | 1 | 48 | $514,853 | $79,185 | $1,650iApproximate average salary by contribution assumption: employee only about $41,242 at 4% or $27,495 at 6%; with 50% employer match about $27,495 at 4% or $18,330 at 6%; with 100% employer match about $20,621 at 4% or $13,747 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 48 | $514,853 | $79,185 | $1,650iApproximate average salary by contribution assumption: employee only about $41,242 at 4% or $27,495 at 6%; with 50% employer match about $27,495 at 4% or $18,330 at 6%; with 100% employer match about $20,621 at 4% or $13,747 at 6%. |
| 2005 | 2 | 34 | $420,980 | $123,864 | $3,643iApproximate average salary by contribution assumption: employee only about $91,076 at 4% or $60,718 at 6%; with 50% employer match about $60,718 at 4% or $40,478 at 6%; with 100% employer match about $45,538 at 4% or $30,359 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 34 | $420,980 | $114,430 | $3,366iApproximate average salary by contribution assumption: employee only about $84,140 at 4% or $56,093 at 6%; with 50% employer match about $56,093 at 4% or $37,395 at 6%; with 100% employer match about $42,070 at 4% or $28,047 at 6%. |
| Upson Company Money Purchase Pension Plan | - | 0 | - | $9,434 | - |
| 2004 | 2 | 17 | $301,342 | $81,626 | $4,802iApproximate average salary by contribution assumption: employee only about $120,038 at 4% or $80,025 at 6%; with 50% employer match about $80,025 at 4% or $53,350 at 6%; with 100% employer match about $60,019 at 4% or $40,013 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 17 | $285,913 | $79,858 | $4,698iApproximate average salary by contribution assumption: employee only about $117,438 at 4% or $78,292 at 6%; with 50% employer match about $78,292 at 4% or $52,195 at 6%; with 100% employer match about $58,719 at 4% or $39,146 at 6%. |
| Upson Company Money Purchase Pension Plan | - | 13 | $15,429 | $1,768 | $136iApproximate average salary by contribution assumption: employee only about $3,400 at 4% or $2,267 at 6%; with 50% employer match about $2,267 at 4% or $1,511 at 6%; with 100% employer match about $1,700 at 4% or $1,133 at 6%. |
| 2003 | 2 | 20 | $0 | $0 | - |
| Upson Company Money Purchase Pension Plan | - | 13 | - | - | - |
| Upson Company Profit Sharing 401K Plan | - | 20 | - | - | - |
| 2002 | 2 | 27 | $0 | $0 | - |
| Upson Company Profit Sharing 401K Plan | - | 19 | - | - | - |
| Upson Company Money Purchase Pension Plan | - | 27 | - | - | - |
| 2001 | 2 | 15 | $0 | $0 | - |
| Upson Company Money Purchase Pension Plan | - | 10 | - | - | - |
| Upson Company Profit Sharing 401K Plan | - | 15 | - | - | - |
| 2000 | 2 | 26 | $0 | $0 | - |
| Upson Company Profit Sharing 401K Plan | - | 24 | - | - | - |
| Upson Company Money Purchase Pension Plan | - | 26 | - | - | - |
| 1999 | 2 | 29 | $434,714 | $81,442 | $2,808iApproximate average salary by contribution assumption: employee only about $70,209 at 4% or $46,806 at 6%; with 50% employer match about $46,806 at 4% or $31,204 at 6%; with 100% employer match about $35,104 at 4% or $23,403 at 6%. |
| Upson Company Profit Sharing 401K Plan | - | 29 | $428,708 | $81,256 | $2,802iApproximate average salary by contribution assumption: employee only about $70,048 at 4% or $46,699 at 6%; with 50% employer match about $46,699 at 4% or $31,133 at 6%; with 100% employer match about $35,024 at 4% or $23,349 at 6%. |
| Upson Company Money Purchase Pension Plan | - | 14 | $6,006 | $186 | $13iApproximate average salary by contribution assumption: employee only about $332 at 4% or $221 at 6%; with 50% employer match about $221 at 4% or $148 at 6%; with 100% employer match about $166 at 4% or $111 at 6%. |