Current Snapshot
Latest Year
2025
2025 Participants
45
2025 Assets
$1,604,369
2025 Contributions
$510,854
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 | 45 | $1,604,369 | $510,854 | $11,352iApproximate average salary by contribution assumption: employee only about $283,808 at 4% or $189,205 at 6%; with 50% employer match about $189,205 at 4% or $126,137 at 6%; with 100% employer match about $141,904 at 4% or $94,603 at 6%. |
| UPEXI, INC. 401(K) PLAN | - | 45 | $1,604,369 | $510,854 | $11,352iApproximate average salary by contribution assumption: employee only about $283,808 at 4% or $189,205 at 6%; with 50% employer match about $189,205 at 4% or $126,137 at 6%; with 100% employer match about $141,904 at 4% or $94,603 at 6%. |
| 2024 | 1 | 38 | $947,858 | $422,378 | $11,115iApproximate average salary by contribution assumption: employee only about $277,880 at 4% or $185,254 at 6%; with 50% employer match about $185,254 at 4% or $123,502 at 6%; with 100% employer match about $138,940 at 4% or $92,627 at 6%. |
| UPEXI, INC. 401(K) PLAN | - | 38 | $947,858 | $422,378 | $11,115iApproximate average salary by contribution assumption: employee only about $277,880 at 4% or $185,254 at 6%; with 50% employer match about $185,254 at 4% or $123,502 at 6%; with 100% employer match about $138,940 at 4% or $92,627 at 6%. |
| 2023 | 1 | 55 | $758,479 | $450,025 | $8,182iApproximate average salary by contribution assumption: employee only about $204,557 at 4% or $136,371 at 6%; with 50% employer match about $136,371 at 4% or $90,914 at 6%; with 100% employer match about $102,278 at 4% or $68,186 at 6%. |
| UPEXI, INC. 401(K) PLAN | - | 55 | $758,479 | $450,025 | $8,182iApproximate average salary by contribution assumption: employee only about $204,557 at 4% or $136,371 at 6%; with 50% employer match about $136,371 at 4% or $90,914 at 6%; with 100% employer match about $102,278 at 4% or $68,186 at 6%. |
| 2022 | 1 | 59 | $307,755 | $303,299 | $5,141iApproximate average salary by contribution assumption: employee only about $128,517 at 4% or $85,678 at 6%; with 50% employer match about $85,678 at 4% or $57,118 at 6%; with 100% employer match about $64,258 at 4% or $42,839 at 6%. |
| GROVE, INC. 401(K) PLAN | - | 59 | $307,755 | $303,299 | $5,141iApproximate average salary by contribution assumption: employee only about $128,517 at 4% or $85,678 at 6%; with 50% employer match about $85,678 at 4% or $57,118 at 6%; with 100% employer match about $64,258 at 4% or $42,839 at 6%. |