Scaleup Advisors Incorporated
Plan context: Scaleup Advisors Incorporated Retirement Plan
EIN 88-3061408 • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$237,661
2025 Contributions
$17,015
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 | 1 | $237,661 | $0 | - |
| Scaleup Advisors Incorporated Retirement Plan | - | 1 | $237,661 | - | - |
| 2024 | 1 | 2 | $100,293 | $17,015 | $8,508iApproximate average salary by contribution assumption: employee only about $212,688 at 4% or $141,792 at 6%; with 50% employer match about $141,792 at 4% or $94,528 at 6%; with 100% employer match about $106,344 at 4% or $70,896 at 6%. |
| Scaleup Advisors Incorporated Retirement Plan | - | 2 | $100,293 | $17,015 | $8,508iApproximate average salary by contribution assumption: employee only about $212,688 at 4% or $141,792 at 6%; with 50% employer match about $141,792 at 4% or $94,528 at 6%; with 100% employer match about $106,344 at 4% or $70,896 at 6%. |
| 2023 | 1 | 2 | $94,125 | $72,987 | $36,494iApproximate average salary by contribution assumption: employee only about $912,338 at 4% or $608,225 at 6%; with 50% employer match about $608,225 at 4% or $405,483 at 6%; with 100% employer match about $456,169 at 4% or $304,113 at 6%. |
| Scaleup Advisors Incorporated Retirement Plan | - | 2 | $94,125 | $72,987 | $36,494iApproximate average salary by contribution assumption: employee only about $912,338 at 4% or $608,225 at 6%; with 50% employer match about $608,225 at 4% or $405,483 at 6%; with 100% employer match about $456,169 at 4% or $304,113 at 6%. |
| 2022 | 1 | 2 | $126,963 | $156,828 | $78,414iApproximate average salary by contribution assumption: employee only about $1,960,350 at 4% or $1,306,900 at 6%; with 50% employer match about $1,306,900 at 4% or $871,267 at 6%; with 100% employer match about $980,175 at 4% or $653,450 at 6%. |
| Scaleup Advisors Incorporated Retirement Plan | - | 2 | $126,963 | $156,828 | $78,414iApproximate average salary by contribution assumption: employee only about $1,960,350 at 4% or $1,306,900 at 6%; with 50% employer match about $1,306,900 at 4% or $871,267 at 6%; with 100% employer match about $980,175 at 4% or $653,450 at 6%. |