Civic Intelligence

UPPERSTUDY INC.

Plan context: UPPERSTUDY 401(K) PLAN

EIN 83-1727459 • Belvedere Tiburon, CA • 4 filings • 1 plans

1 Blackfield Dr#120Belvedere Tiburon, CA 94920
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$142,935

2025 Contributions

$23,700

Historical Graphs

Total Assets Over Time

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

$142,935$71,468$0202220242025YearValue
$142,935Latest year 2025

Participants Over Time

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

950202220242025YearValue
6Latest year 2025

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
202516$142,935$0-
UPPERSTUDY 401(K) PLAN-6$142,935$0-
202417$122,104$23,700$3,386iApproximate average salary by contribution assumption: employee only about $84,643 at 4% or $56,429 at 6%; with 50% employer match about $56,429 at 4% or $37,619 at 6%; with 100% employer match about $42,321 at 4% or $28,214 at 6%.
UPPERSTUDY 401(K) PLAN-7$122,104$23,700$3,386iApproximate average salary by contribution assumption: employee only about $84,643 at 4% or $56,429 at 6%; with 50% employer match about $56,429 at 4% or $37,619 at 6%; with 100% employer match about $42,321 at 4% or $28,214 at 6%.
202319$107,311$52,915$5,879iApproximate average salary by contribution assumption: employee only about $146,986 at 4% or $97,991 at 6%; with 50% employer match about $97,991 at 4% or $65,327 at 6%; with 100% employer match about $73,493 at 4% or $48,995 at 6%.
UPPERSTUDY 401(K) PLAN-9$107,311$52,915$5,879iApproximate average salary by contribution assumption: employee only about $146,986 at 4% or $97,991 at 6%; with 50% employer match about $97,991 at 4% or $65,327 at 6%; with 100% employer match about $73,493 at 4% or $48,995 at 6%.
202216$55,691$59,524$9,921iApproximate average salary by contribution assumption: employee only about $248,017 at 4% or $165,344 at 6%; with 50% employer match about $165,344 at 4% or $110,230 at 6%; with 100% employer match about $124,008 at 4% or $82,672 at 6%.
UPPERSTUDY 401(K) PLAN-6$55,691$59,524$9,921iApproximate average salary by contribution assumption: employee only about $248,017 at 4% or $165,344 at 6%; with 50% employer match about $165,344 at 4% or $110,230 at 6%; with 100% employer match about $124,008 at 4% or $82,672 at 6%.