Upshift HR
Plan context: Upshift HR 401(K) Plan
EIN 87-4055304 • Burtonsville, MD • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
83
2025 Assets
$3,690,484
2025 Contributions
$1,274,274
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 | 83 | $3,690,484 | $1,274,274 | $15,353iApproximate average salary by contribution assumption: employee only about $383,817 at 4% or $255,878 at 6%; with 50% employer match about $255,878 at 4% or $170,586 at 6%; with 100% employer match about $191,909 at 4% or $127,939 at 6%. |
| Upshift HR 401(K) Plan | - | 83 | $3,690,484 | $1,274,274 | $15,353iApproximate average salary by contribution assumption: employee only about $383,817 at 4% or $255,878 at 6%; with 50% employer match about $255,878 at 4% or $170,586 at 6%; with 100% employer match about $191,909 at 4% or $127,939 at 6%. |
| 2024 | 1 | 57 | $1,729,010 | $640,362 | $11,234iApproximate average salary by contribution assumption: employee only about $280,861 at 4% or $187,240 at 6%; with 50% employer match about $187,240 at 4% or $124,827 at 6%; with 100% employer match about $140,430 at 4% or $93,620 at 6%. |
| Upshift HR 401(K) Plan | - | 57 | $1,729,010 | $640,362 | $11,234iApproximate average salary by contribution assumption: employee only about $280,861 at 4% or $187,240 at 6%; with 50% employer match about $187,240 at 4% or $124,827 at 6%; with 100% employer match about $140,430 at 4% or $93,620 at 6%. |
| 2023 | 1 | 33 | $1,061,141 | $264,126 | $8,004iApproximate average salary by contribution assumption: employee only about $200,095 at 4% or $133,397 at 6%; with 50% employer match about $133,397 at 4% or $88,931 at 6%; with 100% employer match about $100,048 at 4% or $66,698 at 6%. |
| Upshift HR 401(K) Plan | - | 33 | $1,061,141 | $264,126 | $8,004iApproximate average salary by contribution assumption: employee only about $200,095 at 4% or $133,397 at 6%; with 50% employer match about $133,397 at 4% or $88,931 at 6%; with 100% employer match about $100,048 at 4% or $66,698 at 6%. |
| 2022 | 1 | 13 | $522,892 | $32,253 | $2,481iApproximate average salary by contribution assumption: employee only about $62,025 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,567 at 6%; with 100% employer match about $31,013 at 4% or $20,675 at 6%. |
| Upshift HR 401(K) Plan | - | 13 | $522,892 | $32,253 | $2,481iApproximate average salary by contribution assumption: employee only about $62,025 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,567 at 6%; with 100% employer match about $31,013 at 4% or $20,675 at 6%. |