Civic Intelligence

Upward Foundation

Plan context: Upward Foundation 401(K) Plan

EIN 86-0221195 • Phoenix, AZ • 17 filings • 4 plans

View Related Profile

6306 N 7th StPhoenix, AZ 85014-1549
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$386,767

2025 Contributions

$3,353

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$637,249$318,625$0200920172025YearValue
$386,767Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

47240200920172025YearValue
13Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025113$386,767$3,353$258iApproximate average salary by contribution assumption: employee only about $6,448 at 4% or $4,299 at 6%; with 50% employer match about $4,299 at 4% or $2,866 at 6%; with 100% employer match about $3,224 at 4% or $2,149 at 6%.
Upward Foundation 401(K) Plan-13$386,767$3,353$258iApproximate average salary by contribution assumption: employee only about $6,448 at 4% or $4,299 at 6%; with 50% employer match about $4,299 at 4% or $2,866 at 6%; with 100% employer match about $3,224 at 4% or $2,149 at 6%.
2024115$401,125$8,889$593iApproximate average salary by contribution assumption: employee only about $14,815 at 4% or $9,877 at 6%; with 50% employer match about $9,877 at 4% or $6,584 at 6%; with 100% employer match about $7,408 at 4% or $4,938 at 6%.
Upward Foundation 401(K) Plan-15$401,125$8,889$593iApproximate average salary by contribution assumption: employee only about $14,815 at 4% or $9,877 at 6%; with 50% employer match about $9,877 at 4% or $6,584 at 6%; with 100% employer match about $7,408 at 4% or $4,938 at 6%.
2023115$414,304$9,396$626iApproximate average salary by contribution assumption: employee only about $15,660 at 4% or $10,440 at 6%; with 50% employer match about $10,440 at 4% or $6,960 at 6%; with 100% employer match about $7,830 at 4% or $5,220 at 6%.
Upward Foundation 401(K) Plan-15$414,304$9,396$626iApproximate average salary by contribution assumption: employee only about $15,660 at 4% or $10,440 at 6%; with 50% employer match about $10,440 at 4% or $6,960 at 6%; with 100% employer match about $7,830 at 4% or $5,220 at 6%.
2022118$340,099$28,868$1,604iApproximate average salary by contribution assumption: employee only about $40,094 at 4% or $26,730 at 6%; with 50% employer match about $26,730 at 4% or $17,820 at 6%; with 100% employer match about $20,047 at 4% or $13,365 at 6%.
Upward Foundation 401(K) Plan-18$340,099$28,868$1,604iApproximate average salary by contribution assumption: employee only about $40,094 at 4% or $26,730 at 6%; with 50% employer match about $26,730 at 4% or $17,820 at 6%; with 100% employer match about $20,047 at 4% or $13,365 at 6%.
2021116$637,249$33,705$2,107iApproximate average salary by contribution assumption: employee only about $52,664 at 4% or $35,109 at 6%; with 50% employer match about $35,109 at 4% or $23,406 at 6%; with 100% employer match about $26,332 at 4% or $17,555 at 6%.
Upward Foundation 401(K) Plan-16$637,249$33,705$2,107iApproximate average salary by contribution assumption: employee only about $52,664 at 4% or $35,109 at 6%; with 50% employer match about $35,109 at 4% or $23,406 at 6%; with 100% employer match about $26,332 at 4% or $17,555 at 6%.
2020114$516,243$28,026$2,002iApproximate average salary by contribution assumption: employee only about $50,046 at 4% or $33,364 at 6%; with 50% employer match about $33,364 at 4% or $22,243 at 6%; with 100% employer match about $25,023 at 4% or $16,682 at 6%.
Upward Foundation 401(K) Plan-14$516,243$28,026$2,002iApproximate average salary by contribution assumption: employee only about $50,046 at 4% or $33,364 at 6%; with 50% employer match about $33,364 at 4% or $22,243 at 6%; with 100% employer match about $25,023 at 4% or $16,682 at 6%.
2019114$422,269$27,403$1,957iApproximate average salary by contribution assumption: employee only about $48,934 at 4% or $32,623 at 6%; with 50% employer match about $32,623 at 4% or $21,748 at 6%; with 100% employer match about $24,467 at 4% or $16,311 at 6%.
Upward Foundation 401(K) Plan-14$422,269$27,403$1,957iApproximate average salary by contribution assumption: employee only about $48,934 at 4% or $32,623 at 6%; with 50% employer match about $32,623 at 4% or $21,748 at 6%; with 100% employer match about $24,467 at 4% or $16,311 at 6%.
2018114$318,897$25,184$1,799iApproximate average salary by contribution assumption: employee only about $44,971 at 4% or $29,981 at 6%; with 50% employer match about $29,981 at 4% or $19,987 at 6%; with 100% employer match about $22,486 at 4% or $14,990 at 6%.
Upward Foundation 401(K) Plan-14$318,897$25,184$1,799iApproximate average salary by contribution assumption: employee only about $44,971 at 4% or $29,981 at 6%; with 50% employer match about $29,981 at 4% or $19,987 at 6%; with 100% employer match about $22,486 at 4% or $14,990 at 6%.
2017114$308,564$19,324$1,380iApproximate average salary by contribution assumption: employee only about $34,507 at 4% or $23,005 at 6%; with 50% employer match about $23,005 at 4% or $15,337 at 6%; with 100% employer match about $17,254 at 4% or $11,502 at 6%.
Upward Foundation 401(K) Plan-14$308,564$19,324$1,380iApproximate average salary by contribution assumption: employee only about $34,507 at 4% or $23,005 at 6%; with 50% employer match about $23,005 at 4% or $15,337 at 6%; with 100% employer match about $17,254 at 4% or $11,502 at 6%.
2016114$252,288$19,545$1,396iApproximate average salary by contribution assumption: employee only about $34,902 at 4% or $23,268 at 6%; with 50% employer match about $23,268 at 4% or $15,512 at 6%; with 100% employer match about $17,451 at 4% or $11,634 at 6%.
Upward Foundation 401(K) Plan-14$252,288$19,545$1,396iApproximate average salary by contribution assumption: employee only about $34,902 at 4% or $23,268 at 6%; with 50% employer match about $23,268 at 4% or $15,512 at 6%; with 100% employer match about $17,451 at 4% or $11,634 at 6%.
2015114$210,058$20,095$1,435iApproximate average salary by contribution assumption: employee only about $35,884 at 4% or $23,923 at 6%; with 50% employer match about $23,923 at 4% or $15,948 at 6%; with 100% employer match about $17,942 at 4% or $11,961 at 6%.
Upward Foundation 401(K) Plan-14$210,058$20,095$1,435iApproximate average salary by contribution assumption: employee only about $35,884 at 4% or $23,923 at 6%; with 50% employer match about $23,923 at 4% or $15,948 at 6%; with 100% employer match about $17,942 at 4% or $11,961 at 6%.
2014115$211,558$22,184$1,479iApproximate average salary by contribution assumption: employee only about $36,973 at 4% or $24,649 at 6%; with 50% employer match about $24,649 at 4% or $16,433 at 6%; with 100% employer match about $18,487 at 4% or $12,324 at 6%.
Upward Foundation 401(K) Plan-15$211,558$22,184$1,479iApproximate average salary by contribution assumption: employee only about $36,973 at 4% or $24,649 at 6%; with 50% employer match about $24,649 at 4% or $16,433 at 6%; with 100% employer match about $18,487 at 4% or $12,324 at 6%.
2013117$218,781$26,495$1,559iApproximate average salary by contribution assumption: employee only about $38,963 at 4% or $25,975 at 6%; with 50% employer match about $25,975 at 4% or $17,317 at 6%; with 100% employer match about $19,482 at 4% or $12,988 at 6%.
Upward Foundation 401(K) Plan-17$218,781$26,495$1,559iApproximate average salary by contribution assumption: employee only about $38,963 at 4% or $25,975 at 6%; with 50% employer match about $25,975 at 4% or $17,317 at 6%; with 100% employer match about $19,482 at 4% or $12,988 at 6%.
2012119$168,231$28,789$1,515iApproximate average salary by contribution assumption: employee only about $37,880 at 4% or $25,254 at 6%; with 50% employer match about $25,254 at 4% or $16,836 at 6%; with 100% employer match about $18,940 at 4% or $12,627 at 6%.
Upward Foundation 401(K) Plan-19$168,231$28,789$1,515iApproximate average salary by contribution assumption: employee only about $37,880 at 4% or $25,254 at 6%; with 50% employer match about $25,254 at 4% or $16,836 at 6%; with 100% employer match about $18,940 at 4% or $12,627 at 6%.
2011147$172,359$46,953$999iApproximate average salary by contribution assumption: employee only about $24,975 at 4% or $16,650 at 6%; with 50% employer match about $16,650 at 4% or $11,100 at 6%; with 100% employer match about $12,488 at 4% or $8,325 at 6%.
Upward Foundation 401(K) Plan-47$172,359$46,953$999iApproximate average salary by contribution assumption: employee only about $24,975 at 4% or $16,650 at 6%; with 50% employer match about $16,650 at 4% or $11,100 at 6%; with 100% employer match about $12,488 at 4% or $8,325 at 6%.
2010118$137,450$71,072$3,948iApproximate average salary by contribution assumption: employee only about $98,711 at 4% or $65,807 at 6%; with 50% employer match about $65,807 at 4% or $43,872 at 6%; with 100% employer match about $49,356 at 4% or $32,904 at 6%.
Upward Foundation 401(K) Plan-18$137,450$71,072$3,948iApproximate average salary by contribution assumption: employee only about $98,711 at 4% or $65,807 at 6%; with 50% employer match about $65,807 at 4% or $43,872 at 6%; with 100% employer match about $49,356 at 4% or $32,904 at 6%.
2009116$142,779$140,092$8,756iApproximate average salary by contribution assumption: employee only about $218,894 at 4% or $145,929 at 6%; with 50% employer match about $145,929 at 4% or $97,286 at 6%; with 100% employer match about $109,447 at 4% or $72,965 at 6%.
Upward Foundation 401(K) Plan-16$142,779$140,092$8,756iApproximate average salary by contribution assumption: employee only about $218,894 at 4% or $145,929 at 6%; with 50% employer match about $145,929 at 4% or $97,286 at 6%; with 100% employer match about $109,447 at 4% or $72,965 at 6%.