Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$93,448
2024 Contributions
$60,000
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 | 0 | $0 | $0 | - |
| Upward Worx Inc. Retirement Plan | - | 0 | - | - | - |
| 2023 | 1 | 6 | $93,448 | $0 | - |
| Upward Worx Inc. Retirement Plan | - | 6 | $93,448 | - | - |
| 2022 | 1 | 5 | $65,000 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| Upward Worx Inc. Retirement Plan | - | 5 | $65,000 | $60,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2021 | 1 | 5 | $71,500 | $0 | - |
| Upward Worx Inc. Retirement Plan | - | 5 | $71,500 | - | - |
| 2020 | 1 | 1 | $147,400 | $0 | - |
| Upward Worx Inc. Retirement Plan | - | 1 | $147,400 | - | - |
| 2019 | 1 | 3 | $314,299 | $314,291 | $104,764iApproximate average salary by contribution assumption: employee only about $2,619,092 at 4% or $1,746,061 at 6%; with 50% employer match about $1,746,061 at 4% or $1,164,041 at 6%; with 100% employer match about $1,309,546 at 4% or $873,031 at 6%. |
| Upward Worx Inc. Retirement Plan | - | 3 | $314,299 | $314,291 | $104,764iApproximate average salary by contribution assumption: employee only about $2,619,092 at 4% or $1,746,061 at 6%; with 50% employer match about $1,746,061 at 4% or $1,164,041 at 6%; with 100% employer match about $1,309,546 at 4% or $873,031 at 6%. |