UPWARD PROJECTS HOLDINGS LLC
Plan context: Upward Projects 401(K) Plan
EIN 82-3127811 • Phoenix, AZ • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,298
2024 Assets
$4,704,110
2024 Contributions
$2,772,483
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 | 2 | 1,298 | $4,704,110 | $2,772,483 | $2,136iApproximate average salary by contribution assumption: employee only about $53,399 at 4% or $35,599 at 6%; with 50% employer match about $35,599 at 4% or $23,733 at 6%; with 100% employer match about $26,700 at 4% or $17,800 at 6%. |
| Upward Projects 401(K) Plan | - | 1,298 | $4,704,110 | $2,772,483 | $2,136iApproximate average salary by contribution assumption: employee only about $53,399 at 4% or $35,599 at 6%; with 50% employer match about $35,599 at 4% or $23,733 at 6%; with 100% employer match about $26,700 at 4% or $17,800 at 6%. |
| Upward Projects Employee Welfare Plan | - | 214 | - | - | - |
| 2023 | 2 | 1,095 | $2,375,616 | $1,721,452 | $1,572iApproximate average salary by contribution assumption: employee only about $39,303 at 4% or $26,202 at 6%; with 50% employer match about $26,202 at 4% or $17,468 at 6%; with 100% employer match about $19,651 at 4% or $13,101 at 6%. |
| Upward Projects 401(K) Plan | - | 1,095 | $2,375,616 | $1,721,452 | $1,572iApproximate average salary by contribution assumption: employee only about $39,303 at 4% or $26,202 at 6%; with 50% employer match about $26,202 at 4% or $17,468 at 6%; with 100% employer match about $19,651 at 4% or $13,101 at 6%. |
| Upward Projects Employee Welfare Plan | - | 281 | - | - | - |
| 2022 | 1 | 928 | $746,043 | $783,701 | $845iApproximate average salary by contribution assumption: employee only about $21,113 at 4% or $14,075 at 6%; with 50% employer match about $14,075 at 4% or $9,383 at 6%; with 100% employer match about $10,556 at 4% or $7,038 at 6%. |
| Upward Projects 401(K) Plan | - | 928 | $746,043 | $783,701 | $845iApproximate average salary by contribution assumption: employee only about $21,113 at 4% or $14,075 at 6%; with 50% employer match about $14,075 at 4% or $9,383 at 6%; with 100% employer match about $10,556 at 4% or $7,038 at 6%. |