Civic Intelligence

Upside Connection LLC

Plan context: Upside Connection 401(K) Plan

EIN 82-3152343 • Englewood, CO • 11 filings • 2 plans

8123 Interport Blvd, Ste AEnglewood, CO 80112
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$8,396,027

2024 Contributions

$1,789,038

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,396,027$4,198,014$0201820212024YearValue
$8,396,027Latest year 2024

Participants Over Time

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

106530201820212024YearValue
74Latest year 2024

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
2024174$8,396,027$1,789,038$24,176iApproximate average salary by contribution assumption: employee only about $604,405 at 4% or $402,936 at 6%; with 50% employer match about $402,936 at 4% or $268,624 at 6%; with 100% employer match about $302,202 at 4% or $201,468 at 6%.
Upside Connection 401(K) Plan-74$8,396,027$1,789,038$24,176iApproximate average salary by contribution assumption: employee only about $604,405 at 4% or $402,936 at 6%; with 50% employer match about $402,936 at 4% or $268,624 at 6%; with 100% employer match about $302,202 at 4% or $201,468 at 6%.
2023199$6,116,309$1,520,420$15,358iApproximate average salary by contribution assumption: employee only about $383,944 at 4% or $255,963 at 6%; with 50% employer match about $255,963 at 4% or $170,642 at 6%; with 100% employer match about $191,972 at 4% or $127,981 at 6%.
Upside Connection 401(K) Plan-99$6,116,309$1,520,420$15,358iApproximate average salary by contribution assumption: employee only about $383,944 at 4% or $255,963 at 6%; with 50% employer match about $255,963 at 4% or $170,642 at 6%; with 100% employer match about $191,972 at 4% or $127,981 at 6%.
2022182$4,328,402$1,997,676$24,362iApproximate average salary by contribution assumption: employee only about $609,048 at 4% or $406,032 at 6%; with 50% employer match about $406,032 at 4% or $270,688 at 6%; with 100% employer match about $304,524 at 4% or $203,016 at 6%.
Upside Connection 401(K) Plan-82$4,328,402$1,997,676$24,362iApproximate average salary by contribution assumption: employee only about $609,048 at 4% or $406,032 at 6%; with 50% employer match about $406,032 at 4% or $270,688 at 6%; with 100% employer match about $304,524 at 4% or $203,016 at 6%.
20212106$4,077,208$1,526,761$14,403iApproximate average salary by contribution assumption: employee only about $360,085 at 4% or $240,057 at 6%; with 50% employer match about $240,057 at 4% or $160,038 at 6%; with 100% employer match about $180,043 at 4% or $120,028 at 6%.
Upside Connection 401(K) Plan-106$4,077,208$1,480,261$13,965iApproximate average salary by contribution assumption: employee only about $349,118 at 4% or $232,745 at 6%; with 50% employer match about $232,745 at 4% or $155,164 at 6%; with 100% employer match about $174,559 at 4% or $116,373 at 6%.
UPSIDE CONNECTION CASH BALANCE PLAN-0$0$46,500-
2020260$2,825,206$1,005,917$16,765iApproximate average salary by contribution assumption: employee only about $419,132 at 4% or $279,421 at 6%; with 50% employer match about $279,421 at 4% or $186,281 at 6%; with 100% employer match about $209,566 at 4% or $139,711 at 6%.
Upside Connection 401(K) Plan-60$2,303,460$1,005,917$16,765iApproximate average salary by contribution assumption: employee only about $419,132 at 4% or $279,421 at 6%; with 50% employer match about $279,421 at 4% or $186,281 at 6%; with 100% employer match about $209,566 at 4% or $139,711 at 6%.
UPSIDE CONNECTION CASH BALANCE PLAN-41$521,746$0-
2019265$1,751,450$944,531$14,531iApproximate average salary by contribution assumption: employee only about $363,281 at 4% or $242,187 at 6%; with 50% employer match about $242,187 at 4% or $161,458 at 6%; with 100% employer match about $181,641 at 4% or $121,094 at 6%.
Upside Connection 401(K) Plan-65$1,245,783$695,267$10,696iApproximate average salary by contribution assumption: employee only about $267,410 at 4% or $178,274 at 6%; with 50% employer match about $178,274 at 4% or $118,849 at 6%; with 100% employer match about $133,705 at 4% or $89,137 at 6%.
UPSIDE CONNECTION CASH BALANCE PLAN-36$505,667$249,264$6,924iApproximate average salary by contribution assumption: employee only about $173,100 at 4% or $115,400 at 6%; with 50% employer match about $115,400 at 4% or $76,933 at 6%; with 100% employer match about $86,550 at 4% or $57,700 at 6%.
2018254$831,681$871,115$16,132iApproximate average salary by contribution assumption: employee only about $403,294 at 4% or $268,863 at 6%; with 50% employer match about $268,863 at 4% or $179,242 at 6%; with 100% employer match about $201,647 at 4% or $134,431 at 6%.
Upside Connection 401(K) Plan-54$576,681$616,115$11,410iApproximate average salary by contribution assumption: employee only about $285,238 at 4% or $190,159 at 6%; with 50% employer match about $190,159 at 4% or $126,773 at 6%; with 100% employer match about $142,619 at 4% or $95,079 at 6%.
UPSIDE CONNECTION CASH BALANCE PLAN-29$255,000$255,000$8,793iApproximate average salary by contribution assumption: employee only about $219,828 at 4% or $146,552 at 6%; with 50% employer match about $146,552 at 4% or $97,701 at 6%; with 100% employer match about $109,914 at 4% or $73,276 at 6%.