Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$204,386
2024 Contributions
$329,659
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $204,386 | $0 | - |
| L&A Upwards Retirement Plan | - | 1 | $204,386 | - | - |
| 2023 | 1 | 1 | $245,556 | $329,659 | $329,659iApproximate average salary by contribution assumption: employee only about $8,241,475 at 4% or $5,494,317 at 6%; with 50% employer match about $5,494,317 at 4% or $3,662,878 at 6%; with 100% employer match about $4,120,738 at 4% or $2,747,158 at 6%. |
| L&A Upwards Retirement Plan | - | 1 | $245,556 | $329,659 | $329,659iApproximate average salary by contribution assumption: employee only about $8,241,475 at 4% or $5,494,317 at 6%; with 50% employer match about $5,494,317 at 4% or $3,662,878 at 6%; with 100% employer match about $4,120,738 at 4% or $2,747,158 at 6%. |