Upland Advisors
Plan context: Upland Advisors 401(K) Profit Sharing Plan & Trust
EIN 83-4572806 • Schererville, IN • 1 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$32,001
2024 Contributions
$30,371
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 | 1 | 2 | $32,001 | $30,371 | $15,186iApproximate average salary by contribution assumption: employee only about $379,638 at 4% or $253,092 at 6%; with 50% employer match about $253,092 at 4% or $168,728 at 6%; with 100% employer match about $189,819 at 4% or $126,546 at 6%. |
| Upland Advisors 401(K) Profit Sharing Plan & Trust | - | 2 | $32,001 | $30,371 | $15,186iApproximate average salary by contribution assumption: employee only about $379,638 at 4% or $253,092 at 6%; with 50% employer match about $253,092 at 4% or $168,728 at 6%; with 100% employer match about $189,819 at 4% or $126,546 at 6%. |