Uta LLC DBA Uptown Advisors
Plan context: Uptown Advisors 401(K) Plan
EIN 87-1647142 • Vancouver, WA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$518,737
2025 Contributions
$81,275
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 | 2 | $518,737 | $81,275 | $40,638iApproximate average salary by contribution assumption: employee only about $1,015,938 at 4% or $677,292 at 6%; with 50% employer match about $677,292 at 4% or $451,528 at 6%; with 100% employer match about $507,969 at 4% or $338,646 at 6%. |
| Uptown Advisors 401(K) Plan | - | 2 | $518,737 | $81,275 | $40,638iApproximate average salary by contribution assumption: employee only about $1,015,938 at 4% or $677,292 at 6%; with 50% employer match about $677,292 at 4% or $451,528 at 6%; with 100% employer match about $507,969 at 4% or $338,646 at 6%. |
| 2024 | 1 | 2 | $390,836 | $80,245 | $40,123iApproximate average salary by contribution assumption: employee only about $1,003,063 at 4% or $668,708 at 6%; with 50% employer match about $668,708 at 4% or $445,806 at 6%; with 100% employer match about $501,531 at 4% or $334,354 at 6%. |
| Uptown Advisors 401(K) Plan | - | 2 | $390,836 | $80,245 | $40,123iApproximate average salary by contribution assumption: employee only about $1,003,063 at 4% or $668,708 at 6%; with 50% employer match about $668,708 at 4% or $445,806 at 6%; with 100% employer match about $501,531 at 4% or $334,354 at 6%. |
| 2023 | 1 | 2 | $203,139 | $70,801 | $35,401iApproximate average salary by contribution assumption: employee only about $885,013 at 4% or $590,008 at 6%; with 50% employer match about $590,008 at 4% or $393,339 at 6%; with 100% employer match about $442,506 at 4% or $295,004 at 6%. |
| Uptown Advisors 401(K) Plan | - | 2 | $203,139 | $70,801 | $35,401iApproximate average salary by contribution assumption: employee only about $885,013 at 4% or $590,008 at 6%; with 50% employer match about $590,008 at 4% or $393,339 at 6%; with 100% employer match about $442,506 at 4% or $295,004 at 6%. |
| 2022 | 1 | 2 | $58,920 | $65,408 | $32,704iApproximate average salary by contribution assumption: employee only about $817,600 at 4% or $545,067 at 6%; with 50% employer match about $545,067 at 4% or $363,378 at 6%; with 100% employer match about $408,800 at 4% or $272,533 at 6%. |
| Uptown Advisors 401(K) Plan | - | 2 | $58,920 | $65,408 | $32,704iApproximate average salary by contribution assumption: employee only about $817,600 at 4% or $545,067 at 6%; with 50% employer match about $545,067 at 4% or $363,378 at 6%; with 100% employer match about $408,800 at 4% or $272,533 at 6%. |
| 2021 | 1 | 2 | $17,345 | $17,406 | $8,703iApproximate average salary by contribution assumption: employee only about $217,575 at 4% or $145,050 at 6%; with 50% employer match about $145,050 at 4% or $96,700 at 6%; with 100% employer match about $108,788 at 4% or $72,525 at 6%. |
| Uptown Advisors 401(K) Plan | - | 2 | $17,345 | $17,406 | $8,703iApproximate average salary by contribution assumption: employee only about $217,575 at 4% or $145,050 at 6%; with 50% employer match about $145,050 at 4% or $96,700 at 6%; with 100% employer match about $108,788 at 4% or $72,525 at 6%. |