Up-Lifting Expectations Inc.
Plan context: Up-Lifting Expectations Retirement Plan
EIN 82-0899048 • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$616,328
2025 Contributions
$1,443
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 | 2 | $616,328 | $0 | - |
| Up-Lifting Expectations Retirement Plan | - | 2 | $616,328 | - | - |
| 2024 | 1 | 2 | $616,333 | $1,443 | $722iApproximate average salary by contribution assumption: employee only about $18,038 at 4% or $12,025 at 6%; with 50% employer match about $12,025 at 4% or $8,017 at 6%; with 100% employer match about $9,019 at 4% or $6,013 at 6%. |
| Up-Lifting Expectations Retirement Plan | - | 2 | $616,333 | $1,443 | $722iApproximate average salary by contribution assumption: employee only about $18,038 at 4% or $12,025 at 6%; with 50% employer match about $12,025 at 4% or $8,017 at 6%; with 100% employer match about $9,019 at 4% or $6,013 at 6%. |
| 2023 | 1 | 2 | $624,298 | $1,775 | $888iApproximate average salary by contribution assumption: employee only about $22,188 at 4% or $14,792 at 6%; with 50% employer match about $14,792 at 4% or $9,861 at 6%; with 100% employer match about $11,094 at 4% or $7,396 at 6%. |
| Up-Lifting Expectations Retirement Plan | - | 2 | $624,298 | $1,775 | $888iApproximate average salary by contribution assumption: employee only about $22,188 at 4% or $14,792 at 6%; with 50% employer match about $14,792 at 4% or $9,861 at 6%; with 100% employer match about $11,094 at 4% or $7,396 at 6%. |
| 2022 | 1 | 3 | $626,483 | $2,138 | $713iApproximate average salary by contribution assumption: employee only about $17,817 at 4% or $11,878 at 6%; with 50% employer match about $11,878 at 4% or $7,919 at 6%; with 100% employer match about $8,908 at 4% or $5,939 at 6%. |
| Up-Lifting Expectations Retirement Plan | - | 3 | $626,483 | $2,138 | $713iApproximate average salary by contribution assumption: employee only about $17,817 at 4% or $11,878 at 6%; with 50% employer match about $11,878 at 4% or $7,919 at 6%; with 100% employer match about $8,908 at 4% or $5,939 at 6%. |
| 2021 | 1 | 3 | $615,776 | $1,230 | $410iApproximate average salary by contribution assumption: employee only about $10,250 at 4% or $6,833 at 6%; with 50% employer match about $6,833 at 4% or $4,556 at 6%; with 100% employer match about $5,125 at 4% or $3,417 at 6%. |
| Up-Lifting Expectations Retirement Plan | - | 3 | $615,776 | $1,230 | $410iApproximate average salary by contribution assumption: employee only about $10,250 at 4% or $6,833 at 6%; with 50% employer match about $6,833 at 4% or $4,556 at 6%; with 100% employer match about $5,125 at 4% or $3,417 at 6%. |
| 2020 | 1 | 3 | $674,196 | $0 | - |
| Up-Lifting Expectations Retirement Plan | - | 3 | $674,196 | - | - |
| 2019 | 1 | 3 | $653,728 | $470 | $157iApproximate average salary by contribution assumption: employee only about $3,917 at 4% or $2,611 at 6%; with 50% employer match about $2,611 at 4% or $1,741 at 6%; with 100% employer match about $1,958 at 4% or $1,306 at 6%. |
| Up-Lifting Expectations Retirement Plan | - | 3 | $653,728 | $470 | $157iApproximate average salary by contribution assumption: employee only about $3,917 at 4% or $2,611 at 6%; with 50% employer match about $2,611 at 4% or $1,741 at 6%; with 100% employer match about $1,958 at 4% or $1,306 at 6%. |
| 2018 | 1 | 2 | $617,854 | $0 | - |
| Up-Lifting Expectations Retirement Plan | - | 2 | $617,854 | - | - |
| 2017 | 1 | 2 | $714,385 | $348,887 | $174,444iApproximate average salary by contribution assumption: employee only about $4,361,088 at 4% or $2,907,392 at 6%; with 50% employer match about $2,907,392 at 4% or $1,938,261 at 6%; with 100% employer match about $2,180,544 at 4% or $1,453,696 at 6%. |
| Up-Lifting Expectations Retirement Plan | - | 2 | $714,385 | $348,887 | $174,444iApproximate average salary by contribution assumption: employee only about $4,361,088 at 4% or $2,907,392 at 6%; with 50% employer match about $2,907,392 at 4% or $1,938,261 at 6%; with 100% employer match about $2,180,544 at 4% or $1,453,696 at 6%. |