Upward Wealth Inc. (DBA Brightup)
Plan context: Upward Wealth Inc. (DBA Brightup) 401(K) Plan
EIN 84-4773320 • Weston, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$137,153
2025 Contributions
$9,082
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 | 8 | $137,153 | $9,082 | $1,135iApproximate average salary by contribution assumption: employee only about $28,381 at 4% or $18,921 at 6%; with 50% employer match about $18,921 at 4% or $12,614 at 6%; with 100% employer match about $14,191 at 4% or $9,460 at 6%. |
| Upward Wealth Inc. (DBA Brightup) 401(K) Plan | - | 8 | $137,153 | $9,082 | $1,135iApproximate average salary by contribution assumption: employee only about $28,381 at 4% or $18,921 at 6%; with 50% employer match about $18,921 at 4% or $12,614 at 6%; with 100% employer match about $14,191 at 4% or $9,460 at 6%. |
| 2024 | 1 | 8 | $107,119 | $22,612 | $2,827iApproximate average salary by contribution assumption: employee only about $70,663 at 4% or $47,108 at 6%; with 50% employer match about $47,108 at 4% or $31,406 at 6%; with 100% employer match about $35,331 at 4% or $23,554 at 6%. |
| Upward Wealth Inc. (DBA Brightup) 401(K) Plan | - | 8 | $107,119 | $22,612 | $2,827iApproximate average salary by contribution assumption: employee only about $70,663 at 4% or $47,108 at 6%; with 50% employer match about $47,108 at 4% or $31,406 at 6%; with 100% employer match about $35,331 at 4% or $23,554 at 6%. |
| 2023 | 1 | 8 | $72,932 | $32,430 | $4,054iApproximate average salary by contribution assumption: employee only about $101,344 at 4% or $67,563 at 6%; with 50% employer match about $67,563 at 4% or $45,042 at 6%; with 100% employer match about $50,672 at 4% or $33,781 at 6%. |
| Upward Wealth Inc. (DBA Brightup) 401(K) Plan | - | 8 | $72,932 | $32,430 | $4,054iApproximate average salary by contribution assumption: employee only about $101,344 at 4% or $67,563 at 6%; with 50% employer match about $67,563 at 4% or $45,042 at 6%; with 100% employer match about $50,672 at 4% or $33,781 at 6%. |
| 2022 | 1 | 6 | $36,098 | $34,608 | $5,768iApproximate average salary by contribution assumption: employee only about $144,200 at 4% or $96,133 at 6%; with 50% employer match about $96,133 at 4% or $64,089 at 6%; with 100% employer match about $72,100 at 4% or $48,067 at 6%. |
| Upward Wealth Inc. (DBA Brightup) 401(K) Plan | - | 6 | $36,098 | $34,608 | $5,768iApproximate average salary by contribution assumption: employee only about $144,200 at 4% or $96,133 at 6%; with 50% employer match about $96,133 at 4% or $64,089 at 6%; with 100% employer match about $72,100 at 4% or $48,067 at 6%. |
| 2021 | 1 | 4 | $11,784 | $11,562 | $2,891iApproximate average salary by contribution assumption: employee only about $72,263 at 4% or $48,175 at 6%; with 50% employer match about $48,175 at 4% or $32,117 at 6%; with 100% employer match about $36,131 at 4% or $24,088 at 6%. |
| Upward Wealth Inc. (DBA Brightup) 401(K) Plan | - | 4 | $11,784 | $11,562 | $2,891iApproximate average salary by contribution assumption: employee only about $72,263 at 4% or $48,175 at 6%; with 50% employer match about $48,175 at 4% or $32,117 at 6%; with 100% employer match about $36,131 at 4% or $24,088 at 6%. |