UPTICK HEALTH, LLC
Plan context: UPTICK HEALTH LLC 401(K) PROFIT SHARING PLAN
EIN 87-4639346 • Chapel, NC • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$861,267
2025 Contributions
$136,686
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 | $861,267 | $136,686 | $17,086iApproximate average salary by contribution assumption: employee only about $427,144 at 4% or $284,763 at 6%; with 50% employer match about $284,763 at 4% or $189,842 at 6%; with 100% employer match about $213,572 at 4% or $142,381 at 6%. |
| UPTICK HEALTH LLC 401(K) PROFIT SHARING PLAN | - | 8 | $861,267 | $136,686 | $17,086iApproximate average salary by contribution assumption: employee only about $427,144 at 4% or $284,763 at 6%; with 50% employer match about $284,763 at 4% or $189,842 at 6%; with 100% employer match about $213,572 at 4% or $142,381 at 6%. |
| 2024 | 1 | 9 | $603,742 | $163,323 | $18,147iApproximate average salary by contribution assumption: employee only about $453,675 at 4% or $302,450 at 6%; with 50% employer match about $302,450 at 4% or $201,633 at 6%; with 100% employer match about $226,838 at 4% or $151,225 at 6%. |
| UPTICK HEALTH LLC 401(K) PROFIT SHARING PLAN | - | 9 | $603,742 | $163,323 | $18,147iApproximate average salary by contribution assumption: employee only about $453,675 at 4% or $302,450 at 6%; with 50% employer match about $302,450 at 4% or $201,633 at 6%; with 100% employer match about $226,838 at 4% or $151,225 at 6%. |
| 2023 | 1 | 6 | $393,568 | $101,366 | $16,894iApproximate average salary by contribution assumption: employee only about $422,358 at 4% or $281,572 at 6%; with 50% employer match about $281,572 at 4% or $187,715 at 6%; with 100% employer match about $211,179 at 4% or $140,786 at 6%. |
| UPTICK HEALTH LLC 401(K) PROFIT SHARING PLAN | - | 6 | $393,568 | $101,366 | $16,894iApproximate average salary by contribution assumption: employee only about $422,358 at 4% or $281,572 at 6%; with 50% employer match about $281,572 at 4% or $187,715 at 6%; with 100% employer match about $211,179 at 4% or $140,786 at 6%. |
| 2022 | 1 | 5 | $269,942 | $270,290 | $54,058iApproximate average salary by contribution assumption: employee only about $1,351,450 at 4% or $900,967 at 6%; with 50% employer match about $900,967 at 4% or $600,644 at 6%; with 100% employer match about $675,725 at 4% or $450,483 at 6%. |
| UPTICK HEALTH LLC 401(K) PROFIT SHARING PLAN | - | 5 | $269,942 | $270,290 | $54,058iApproximate average salary by contribution assumption: employee only about $1,351,450 at 4% or $900,967 at 6%; with 50% employer match about $900,967 at 4% or $600,644 at 6%; with 100% employer match about $675,725 at 4% or $450,483 at 6%. |