Upright Inc.
Plan context: Upright Inc. Taxsavers Investment Plan
EIN 94-1099653 • 11 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
125
2009 Assets
$1,297
2009 Contributions
$435,093
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Upright Inc. Taxsavers Investment Plan | - | 0 | - | - | - |
| 2008 | 1 | 0 | $1,297 | $0 | - |
| Upright Inc. Taxsavers Investment Plan | - | 0 | $1,297 | - | - |
| 2007 | 1 | 0 | $164,649 | $0 | - |
| Upright Inc. Taxsavers Investment Plan | - | 0 | $164,649 | - | - |
| 2006 | 1 | 0 | $335,944 | $0 | - |
| Upright Inc. Taxsavers Investment Plan | - | 0 | $335,944 | - | - |
| 2005 | 1 | 0 | $808,117 | $0 | - |
| Upright Inc. Taxsavers Investment Plan | - | 0 | $808,117 | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Upright Inc. Taxsavers Investment Plan | - | 0 | - | - | - |
| 2003 | 1 | 125 | $4,269,979 | $435,093 | $3,481iApproximate average salary by contribution assumption: employee only about $87,019 at 4% or $58,012 at 6%; with 50% employer match about $58,012 at 4% or $38,675 at 6%; with 100% employer match about $43,509 at 4% or $29,006 at 6%. |
| Upright Inc. Taxsavers Investment Plan | - | 125 | $4,269,979 | $435,093 | $3,481iApproximate average salary by contribution assumption: employee only about $87,019 at 4% or $58,012 at 6%; with 50% employer match about $58,012 at 4% or $38,675 at 6%; with 100% employer match about $43,509 at 4% or $29,006 at 6%. |
| 2002 | 1 | 0 | $3,507,597 | $511,189 | - |
| Upright Inc. Taxsavers Investment Plan | - | 0 | $3,507,597 | $511,189 | - |
| 2001 | 1 | 139 | $5,706,856 | $1,528,748 | $10,998iApproximate average salary by contribution assumption: employee only about $274,955 at 4% or $183,303 at 6%; with 50% employer match about $183,303 at 4% or $122,202 at 6%; with 100% employer match about $137,477 at 4% or $91,652 at 6%. |
| Upright Inc. Taxsavers Investment Plan | - | 139 | $5,706,856 | $1,528,748 | $10,998iApproximate average salary by contribution assumption: employee only about $274,955 at 4% or $183,303 at 6%; with 50% employer match about $183,303 at 4% or $122,202 at 6%; with 100% employer match about $137,477 at 4% or $91,652 at 6%. |
| 2000 | 1 | 870 | $0 | $0 | - |
| Upright Inc. Taxsavers Investment Plan | - | 870 | - | - | - |
| 1999 | 1 | 799 | $15,840,683 | $1,774,116 | $2,220iApproximate average salary by contribution assumption: employee only about $55,511 at 4% or $37,007 at 6%; with 50% employer match about $37,007 at 4% or $24,671 at 6%; with 100% employer match about $27,755 at 4% or $18,504 at 6%. |
| Upright Inc. Taxsavers Investment Plan | - | 799 | $15,840,683 | $1,774,116 | $2,220iApproximate average salary by contribution assumption: employee only about $55,511 at 4% or $37,007 at 6%; with 50% employer match about $37,007 at 4% or $24,671 at 6%; with 100% employer match about $27,755 at 4% or $18,504 at 6%. |