Civic Intelligence

Union Trust Company

Plan context: Union Trust Company 401K Profit Sharing Plan

EIN 01-0174730 • 19 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

96

2008 Assets

$12,765,765

2008 Contributions

$957,821

Historical Graphs

Total Assets Over Time

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

$12,765,765$6,382,883$0199920032007YearValue
$12,765,765Latest year 2007

Participants Over Time

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

168840199920042008YearValue
96Latest year 2008

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
2008196$0$0-
Union Trust Company 401K Profit Sharing Plan-96---
20072148$12,765,765$957,821$6,472iApproximate average salary by contribution assumption: employee only about $161,794 at 4% or $107,863 at 6%; with 50% employer match about $107,863 at 4% or $71,908 at 6%; with 100% employer match about $80,897 at 4% or $53,931 at 6%.
Union Trust Company 401K Profit Sharing Plan-148$6,792,099$957,821$6,472iApproximate average salary by contribution assumption: employee only about $161,794 at 4% or $107,863 at 6%; with 50% employer match about $107,863 at 4% or $71,908 at 6%; with 100% employer match about $80,897 at 4% or $53,931 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-98$5,973,666--
20062159$11,691,157$1,016,368$6,392iApproximate average salary by contribution assumption: employee only about $159,806 at 4% or $106,538 at 6%; with 50% employer match about $106,538 at 4% or $71,025 at 6%; with 100% employer match about $79,903 at 4% or $53,269 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-112$6,157,522--
Union Trust Company 401K Profit Sharing Plan-159$5,533,635$1,016,368$6,392iApproximate average salary by contribution assumption: employee only about $159,806 at 4% or $106,538 at 6%; with 50% employer match about $106,538 at 4% or $71,025 at 6%; with 100% employer match about $79,903 at 4% or $53,269 at 6%.
20052168$9,872,639$850,169$5,061iApproximate average salary by contribution assumption: employee only about $126,513 at 4% or $84,342 at 6%; with 50% employer match about $84,342 at 4% or $56,228 at 6%; with 100% employer match about $63,257 at 4% or $42,171 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-130$5,780,357--
Union Trust Company 401K Profit Sharing Plan-168$4,092,282$850,169$5,061iApproximate average salary by contribution assumption: employee only about $126,513 at 4% or $84,342 at 6%; with 50% employer match about $84,342 at 4% or $56,228 at 6%; with 100% employer match about $63,257 at 4% or $42,171 at 6%.
20042157$9,295,530$470,234$2,995iApproximate average salary by contribution assumption: employee only about $74,878 at 4% or $49,919 at 6%; with 50% employer match about $49,919 at 4% or $33,279 at 6%; with 100% employer match about $37,439 at 4% or $24,959 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-132$5,948,186--
Union Trust Company 401K Profit Sharing Plan-157$3,347,344$470,234$2,995iApproximate average salary by contribution assumption: employee only about $74,878 at 4% or $49,919 at 6%; with 50% employer match about $49,919 at 4% or $33,279 at 6%; with 100% employer match about $37,439 at 4% or $24,959 at 6%.
20032165$8,611,148$1,638,601$9,931iApproximate average salary by contribution assumption: employee only about $248,273 at 4% or $165,515 at 6%; with 50% employer match about $165,515 at 4% or $110,344 at 6%; with 100% employer match about $124,136 at 4% or $82,758 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-125$5,910,524$1,271,000$10,168iApproximate average salary by contribution assumption: employee only about $254,200 at 4% or $169,467 at 6%; with 50% employer match about $169,467 at 4% or $112,978 at 6%; with 100% employer match about $127,100 at 4% or $84,733 at 6%.
Union Trust Company 401K Profit Sharing Plan-165$2,700,624$367,601$2,228iApproximate average salary by contribution assumption: employee only about $55,697 at 4% or $37,131 at 6%; with 50% employer match about $37,131 at 4% or $24,754 at 6%; with 100% employer match about $27,849 at 4% or $18,566 at 6%.
20022154$6,443,781$496,125$3,222iApproximate average salary by contribution assumption: employee only about $80,540 at 4% or $53,693 at 6%; with 50% employer match about $53,693 at 4% or $35,795 at 6%; with 100% employer match about $40,270 at 4% or $26,847 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-123$4,279,653$162,729$1,323iApproximate average salary by contribution assumption: employee only about $33,075 at 4% or $22,050 at 6%; with 50% employer match about $22,050 at 4% or $14,700 at 6%; with 100% employer match about $16,538 at 4% or $11,025 at 6%.
Union Trust Company 401K Profit Sharing Plan-154$2,164,128$333,396$2,165iApproximate average salary by contribution assumption: employee only about $54,123 at 4% or $36,082 at 6%; with 50% employer match about $36,082 at 4% or $24,055 at 6%; with 100% employer match about $27,061 at 4% or $18,041 at 6%.
20012156$7,033,134$263,872$1,691iApproximate average salary by contribution assumption: employee only about $42,287 at 4% or $28,191 at 6%; with 50% employer match about $28,191 at 4% or $18,794 at 6%; with 100% employer match about $21,144 at 4% or $14,096 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-101$4,960,626--
Union Trust Company 401K Profit Sharing Plan-156$2,072,508$263,872$1,691iApproximate average salary by contribution assumption: employee only about $42,287 at 4% or $28,191 at 6%; with 50% employer match about $28,191 at 4% or $18,794 at 6%; with 100% employer match about $21,144 at 4% or $14,096 at 6%.
2000298$7,577,074$638,095$6,511iApproximate average salary by contribution assumption: employee only about $162,779 at 4% or $108,520 at 6%; with 50% employer match about $108,520 at 4% or $72,346 at 6%; with 100% employer match about $81,390 at 4% or $54,260 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-98$5,448,856--
Union Trust Company 401K Profit Sharing Plan-0$2,128,218$638,095-
1999295$7,066,752$186,629$1,965iApproximate average salary by contribution assumption: employee only about $49,113 at 4% or $32,742 at 6%; with 50% employer match about $32,742 at 4% or $21,828 at 6%; with 100% employer match about $24,556 at 4% or $16,371 at 6%.
The Retirement Plan for Employees of Union Trust Company of Ellsworth-95$5,372,984--
Union Trust Company 401K Profit Sharing Plan-93$1,693,768$186,629$2,007iApproximate average salary by contribution assumption: employee only about $50,169 at 4% or $33,446 at 6%; with 50% employer match about $33,446 at 4% or $22,297 at 6%; with 100% employer match about $25,085 at 4% or $16,723 at 6%.