Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$696,130
2025 Contributions
$90,007
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 | 6 | $696,130 | $90,007 | $15,001iApproximate average salary by contribution assumption: employee only about $375,029 at 4% or $250,019 at 6%; with 50% employer match about $250,019 at 4% or $166,680 at 6%; with 100% employer match about $187,515 at 4% or $125,010 at 6%. |
| Upgradecfo 401(K) Plan | - | 6 | $696,130 | $90,007 | $15,001iApproximate average salary by contribution assumption: employee only about $375,029 at 4% or $250,019 at 6%; with 50% employer match about $250,019 at 4% or $166,680 at 6%; with 100% employer match about $187,515 at 4% or $125,010 at 6%. |
| 2024 | 1 | 6 | $505,791 | $115,207 | $19,201iApproximate average salary by contribution assumption: employee only about $480,029 at 4% or $320,019 at 6%; with 50% employer match about $320,019 at 4% or $213,346 at 6%; with 100% employer match about $240,015 at 4% or $160,010 at 6%. |
| Upgradecfo 401(K) Plan | - | 6 | $505,791 | $115,207 | $19,201iApproximate average salary by contribution assumption: employee only about $480,029 at 4% or $320,019 at 6%; with 50% employer match about $320,019 at 4% or $213,346 at 6%; with 100% employer match about $240,015 at 4% or $160,010 at 6%. |
| 2023 | 1 | 5 | $339,830 | $90,568 | $18,114iApproximate average salary by contribution assumption: employee only about $452,840 at 4% or $301,893 at 6%; with 50% employer match about $301,893 at 4% or $201,262 at 6%; with 100% employer match about $226,420 at 4% or $150,947 at 6%. |
| Upgradecfo 401(K) Plan | - | 5 | $339,830 | $90,568 | $18,114iApproximate average salary by contribution assumption: employee only about $452,840 at 4% or $301,893 at 6%; with 50% employer match about $301,893 at 4% or $201,262 at 6%; with 100% employer match about $226,420 at 4% or $150,947 at 6%. |
| 2022 | 1 | 5 | $203,387 | $107,101 | $21,420iApproximate average salary by contribution assumption: employee only about $535,505 at 4% or $357,003 at 6%; with 50% employer match about $357,003 at 4% or $238,002 at 6%; with 100% employer match about $267,753 at 4% or $178,502 at 6%. |
| Upgradecfo 401(K) Plan | - | 5 | $203,387 | $107,101 | $21,420iApproximate average salary by contribution assumption: employee only about $535,505 at 4% or $357,003 at 6%; with 50% employer match about $357,003 at 4% or $238,002 at 6%; with 100% employer match about $267,753 at 4% or $178,502 at 6%. |
| 2021 | 1 | 4 | $124,220 | $73,826 | $18,457iApproximate average salary by contribution assumption: employee only about $461,413 at 4% or $307,608 at 6%; with 50% employer match about $307,608 at 4% or $205,072 at 6%; with 100% employer match about $230,706 at 4% or $153,804 at 6%. |
| Upgradecfo 401(K) Plan | - | 4 | $124,220 | $73,826 | $18,457iApproximate average salary by contribution assumption: employee only about $461,413 at 4% or $307,608 at 6%; with 50% employer match about $307,608 at 4% or $205,072 at 6%; with 100% employer match about $230,706 at 4% or $153,804 at 6%. |
| 2020 | 1 | 4 | $39,877 | $37,687 | $9,422iApproximate average salary by contribution assumption: employee only about $235,544 at 4% or $157,029 at 6%; with 50% employer match about $157,029 at 4% or $104,686 at 6%; with 100% employer match about $117,772 at 4% or $78,515 at 6%. |
| Upgradecfo 401(K) Plan | - | 4 | $39,877 | $37,687 | $9,422iApproximate average salary by contribution assumption: employee only about $235,544 at 4% or $157,029 at 6%; with 50% employer match about $157,029 at 4% or $104,686 at 6%; with 100% employer match about $117,772 at 4% or $78,515 at 6%. |