Upright Holdings Inc.
Plan context: Upright Holdings Retirement Savings Plan
EIN 82-3861073 • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,014
2024 Assets
$27,254,273
2024 Contributions
$7,089,694
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 | 1,014 | $27,254,273 | $7,089,694 | $6,992iApproximate average salary by contribution assumption: employee only about $174,795 at 4% or $116,530 at 6%; with 50% employer match about $116,530 at 4% or $77,687 at 6%; with 100% employer match about $87,398 at 4% or $58,265 at 6%. |
| Upright Holdings Retirement Savings Plan | - | 628 | $27,254,273 | $7,089,694 | $11,289iApproximate average salary by contribution assumption: employee only about $282,233 at 4% or $188,155 at 6%; with 50% employer match about $188,155 at 4% or $125,437 at 6%; with 100% employer match about $141,117 at 4% or $94,078 at 6%. |
| Upright Holdings Inc. Health and Welfare Benefits Plan | - | 1,014 | - | - | - |
| 2023 | 2 | 489 | $19,912,273 | $5,970,561 | $12,210iApproximate average salary by contribution assumption: employee only about $305,243 at 4% or $203,496 at 6%; with 50% employer match about $203,496 at 4% or $135,664 at 6%; with 100% employer match about $152,622 at 4% or $101,748 at 6%. |
| Upright Holdings Retirement Savings Plan | - | 489 | $19,912,273 | $5,970,561 | $12,210iApproximate average salary by contribution assumption: employee only about $305,243 at 4% or $203,496 at 6%; with 50% employer match about $203,496 at 4% or $135,664 at 6%; with 100% employer match about $152,622 at 4% or $101,748 at 6%. |
| Upright Holdings Inc. Health and Welfare Benefits Plan | - | 350 | - | - | - |
| 2022 | 2 | 417 | $13,610,916 | $3,726,977 | $8,938iApproximate average salary by contribution assumption: employee only about $223,440 at 4% or $148,960 at 6%; with 50% employer match about $148,960 at 4% or $99,307 at 6%; with 100% employer match about $111,720 at 4% or $74,480 at 6%. |
| Upright Holdings Retirement Savings Plan | - | 406 | $13,610,916 | $3,726,977 | $9,180iApproximate average salary by contribution assumption: employee only about $229,494 at 4% or $152,996 at 6%; with 50% employer match about $152,996 at 4% or $101,997 at 6%; with 100% employer match about $114,747 at 4% or $76,498 at 6%. |
| Upright Holdings Inc. Health and Welfare Benefits Plan | - | 417 | - | - | - |
| 2021 | 1 | 384 | $0 | $0 | - |
| Upright Holdings Inc. Health and Welfare Benefits Plan | - | 384 | - | - | - |
| 2020 | 1 | 408 | $0 | $0 | - |
| Upright Holdings Inc. Health and Welfare Benefits Plan | - | 408 | - | - | - |