Civic Intelligence

Upton, Casey, & Higgins, a M.C.

Plan context: Upton, Casey & Higgins, a M.C. Profit Sharing 401K Plan

EIN 94-2527727 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$321,634

2003 Contributions

$575

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$365,110$182,555$0199920022003YearValue
$321,634Latest year 2003

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420199920012003YearValue
1Latest year 2003

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200311$321,634$0-
Upton, Casey & Higgins, a M.C. Profit Sharing 401K Plan-1$321,634--
200211$280,688$0-
Upton, Casey & Higgins, a M.C. Profit Sharing 401K Plan-1$280,688--
200111$0$0-
Upton, Casey & Higgins, a M.C. Profit Sharing 401K Plan-1---
200011$0$0-
Upton, Casey & Higgins, a M.C. Profit Sharing 401K Plan-1---
199914$365,110$575$144iApproximate average salary by contribution assumption: employee only about $3,594 at 4% or $2,396 at 6%; with 50% employer match about $2,396 at 4% or $1,597 at 6%; with 100% employer match about $1,797 at 4% or $1,198 at 6%.
Upton, Casey & Higgins, a M.C. Profit Sharing 401K Plan-4$365,110$575$144iApproximate average salary by contribution assumption: employee only about $3,594 at 4% or $2,396 at 6%; with 50% employer match about $2,396 at 4% or $1,597 at 6%; with 100% employer match about $1,797 at 4% or $1,198 at 6%.