Current Snapshot
Latest Year
2025
2025 Participants
28
2025 Assets
$1,963,686
2025 Contributions
$167,026
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 | 28 | $1,963,686 | $167,026 | $5,965iApproximate average salary by contribution assumption: employee only about $149,130 at 4% or $99,420 at 6%; with 50% employer match about $99,420 at 4% or $66,280 at 6%; with 100% employer match about $74,565 at 4% or $49,710 at 6%. |
| Uplevel 401(K) Plan | - | 28 | $1,963,686 | $167,026 | $5,965iApproximate average salary by contribution assumption: employee only about $149,130 at 4% or $99,420 at 6%; with 50% employer match about $99,420 at 4% or $66,280 at 6%; with 100% employer match about $74,565 at 4% or $49,710 at 6%. |
| 2024 | 1 | 39 | $1,911,720 | $456,339 | $11,701iApproximate average salary by contribution assumption: employee only about $292,525 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,011 at 6%; with 100% employer match about $146,263 at 4% or $97,508 at 6%. |
| Uplevel 401(K) Plan | - | 39 | $1,911,720 | $456,339 | $11,701iApproximate average salary by contribution assumption: employee only about $292,525 at 4% or $195,017 at 6%; with 50% employer match about $195,017 at 4% or $130,011 at 6%; with 100% employer match about $146,263 at 4% or $97,508 at 6%. |
| 2023 | 1 | 39 | $1,358,421 | $499,310 | $12,803iApproximate average salary by contribution assumption: employee only about $320,071 at 4% or $213,380 at 6%; with 50% employer match about $213,380 at 4% or $142,254 at 6%; with 100% employer match about $160,035 at 4% or $106,690 at 6%. |
| Uplevel 401(K) Plan | - | 39 | $1,358,421 | $499,310 | $12,803iApproximate average salary by contribution assumption: employee only about $320,071 at 4% or $213,380 at 6%; with 50% employer match about $213,380 at 4% or $142,254 at 6%; with 100% employer match about $160,035 at 4% or $106,690 at 6%. |
| 2022 | 1 | 45 | $1,055,179 | $425,782 | $9,462iApproximate average salary by contribution assumption: employee only about $236,546 at 4% or $157,697 at 6%; with 50% employer match about $157,697 at 4% or $105,131 at 6%; with 100% employer match about $118,273 at 4% or $78,849 at 6%. |
| Uplevel 401(K) Plan | - | 45 | $1,055,179 | $425,782 | $9,462iApproximate average salary by contribution assumption: employee only about $236,546 at 4% or $157,697 at 6%; with 50% employer match about $157,697 at 4% or $105,131 at 6%; with 100% employer match about $118,273 at 4% or $78,849 at 6%. |
| 2021 | 1 | 27 | $882,726 | $368,738 | $13,657iApproximate average salary by contribution assumption: employee only about $341,424 at 4% or $227,616 at 6%; with 50% employer match about $227,616 at 4% or $151,744 at 6%; with 100% employer match about $170,712 at 4% or $113,808 at 6%. |
| Uplevel 401(K) Plan | - | 27 | $882,726 | $368,738 | $13,657iApproximate average salary by contribution assumption: employee only about $341,424 at 4% or $227,616 at 6%; with 50% employer match about $227,616 at 4% or $151,744 at 6%; with 100% employer match about $170,712 at 4% or $113,808 at 6%. |
| 2020 | 1 | 17 | $594,960 | $252,982 | $14,881iApproximate average salary by contribution assumption: employee only about $372,032 at 4% or $248,022 at 6%; with 50% employer match about $248,022 at 4% or $165,348 at 6%; with 100% employer match about $186,016 at 4% or $124,011 at 6%. |
| Uplevel 401(K) Plan | - | 17 | $594,960 | $252,982 | $14,881iApproximate average salary by contribution assumption: employee only about $372,032 at 4% or $248,022 at 6%; with 50% employer match about $248,022 at 4% or $165,348 at 6%; with 100% employer match about $186,016 at 4% or $124,011 at 6%. |
| 2019 | 1 | 15 | $285,460 | $266,853 | $17,790iApproximate average salary by contribution assumption: employee only about $444,755 at 4% or $296,503 at 6%; with 50% employer match about $296,503 at 4% or $197,669 at 6%; with 100% employer match about $222,378 at 4% or $148,252 at 6%. |
| Uplevel 401(K) Plan | - | 15 | $285,460 | $266,853 | $17,790iApproximate average salary by contribution assumption: employee only about $444,755 at 4% or $296,503 at 6%; with 50% employer match about $296,503 at 4% or $197,669 at 6%; with 100% employer match about $222,378 at 4% or $148,252 at 6%. |