Civic Intelligence

Ucertify LLC

Plan context: Ucertify LLC Defined Benefit Plan & Trust

EIN 01-0773207 • Pleasanton, CA • 24 filings • 3 plans

4000 Pimlico Drive, Suite 114-294Pleasanton, CA 94588
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$10,219,372

2024 Contributions

$319,558

Historical Graphs

Total Assets Over Time

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

$10,219,372$5,109,686$0201120182024YearValue
$10,219,372Latest year 2024

Participants Over Time

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

630201120182024YearValue
6Latest year 2024

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
202426$10,219,372$319,558$53,260iApproximate average salary by contribution assumption: employee only about $1,331,492 at 4% or $887,661 at 6%; with 50% employer match about $887,661 at 4% or $591,774 at 6%; with 100% employer match about $665,746 at 4% or $443,831 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-6$6,910,389$0-
Ucertify LLC Retirement Trust-6$3,308,983$319,558$53,260iApproximate average salary by contribution assumption: employee only about $1,331,492 at 4% or $887,661 at 6%; with 50% employer match about $887,661 at 4% or $591,774 at 6%; with 100% employer match about $665,746 at 4% or $443,831 at 6%.
202326$8,664,274$470,837$78,473iApproximate average salary by contribution assumption: employee only about $1,961,821 at 4% or $1,307,881 at 6%; with 50% employer match about $1,307,881 at 4% or $871,920 at 6%; with 100% employer match about $980,910 at 4% or $653,940 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-6$5,855,331$191,940$31,990iApproximate average salary by contribution assumption: employee only about $799,750 at 4% or $533,167 at 6%; with 50% employer match about $533,167 at 4% or $355,444 at 6%; with 100% employer match about $399,875 at 4% or $266,583 at 6%.
Ucertify LLC Retirement Trust-6$2,808,943$278,897$46,483iApproximate average salary by contribution assumption: employee only about $1,162,071 at 4% or $774,714 at 6%; with 50% employer match about $774,714 at 4% or $516,476 at 6%; with 100% employer match about $581,035 at 4% or $387,357 at 6%.
202226$7,209,404$1,689,849$281,642iApproximate average salary by contribution assumption: employee only about $7,041,038 at 4% or $4,694,025 at 6%; with 50% employer match about $4,694,025 at 4% or $3,129,350 at 6%; with 100% employer match about $3,520,519 at 4% or $2,347,013 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-6$4,930,164$1,400,000$233,333iApproximate average salary by contribution assumption: employee only about $5,833,333 at 4% or $3,888,889 at 6%; with 50% employer match about $3,888,889 at 4% or $2,592,593 at 6%; with 100% employer match about $2,916,667 at 4% or $1,944,444 at 6%.
Ucertify LLC Retirement Trust-6$2,279,240$289,849$48,308iApproximate average salary by contribution assumption: employee only about $1,207,704 at 4% or $805,136 at 6%; with 50% employer match about $805,136 at 4% or $536,757 at 6%; with 100% employer match about $603,852 at 4% or $402,568 at 6%.
202126$6,347,292$492,949$82,158iApproximate average salary by contribution assumption: employee only about $2,053,954 at 4% or $1,369,303 at 6%; with 50% employer match about $1,369,303 at 4% or $912,869 at 6%; with 100% employer match about $1,026,977 at 4% or $684,651 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-6$4,071,315$250,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Ucertify LLC Retirement Trust-6$2,275,977$242,949$40,492iApproximate average salary by contribution assumption: employee only about $1,012,288 at 4% or $674,858 at 6%; with 50% employer match about $674,858 at 4% or $449,906 at 6%; with 100% employer match about $506,144 at 4% or $337,429 at 6%.
202026$5,088,775$671,002$111,834iApproximate average salary by contribution assumption: employee only about $2,795,842 at 4% or $1,863,894 at 6%; with 50% employer match about $1,863,894 at 4% or $1,242,596 at 6%; with 100% employer match about $1,397,921 at 4% or $931,947 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-6$3,268,081$410,362$68,394iApproximate average salary by contribution assumption: employee only about $1,709,842 at 4% or $1,139,894 at 6%; with 50% employer match about $1,139,894 at 4% or $759,930 at 6%; with 100% employer match about $854,921 at 4% or $569,947 at 6%.
Ucertify LLC Retirement Trust-6$1,820,694$260,640$43,440iApproximate average salary by contribution assumption: employee only about $1,086,000 at 4% or $724,000 at 6%; with 50% employer match about $724,000 at 4% or $482,667 at 6%; with 100% employer match about $543,000 at 4% or $362,000 at 6%.
201926$4,086,150$406,493$67,749iApproximate average salary by contribution assumption: employee only about $1,693,721 at 4% or $1,129,147 at 6%; with 50% employer match about $1,129,147 at 4% or $752,765 at 6%; with 100% employer match about $846,860 at 4% or $564,574 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-6$2,567,832$191,013$31,836iApproximate average salary by contribution assumption: employee only about $795,888 at 4% or $530,592 at 6%; with 50% employer match about $530,592 at 4% or $353,728 at 6%; with 100% employer match about $397,944 at 4% or $265,296 at 6%.
Ucertify LLC Retirement Trust-6$1,518,318$215,480$35,913iApproximate average salary by contribution assumption: employee only about $897,833 at 4% or $598,556 at 6%; with 50% employer match about $598,556 at 4% or $399,037 at 6%; with 100% employer match about $448,917 at 4% or $299,278 at 6%.
201823$3,111,909$605,435$201,812iApproximate average salary by contribution assumption: employee only about $5,045,292 at 4% or $3,363,528 at 6%; with 50% employer match about $3,363,528 at 4% or $2,242,352 at 6%; with 100% employer match about $2,522,646 at 4% or $1,681,764 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-3$2,015,229$476,210$158,737iApproximate average salary by contribution assumption: employee only about $3,968,417 at 4% or $2,645,611 at 6%; with 50% employer match about $2,645,611 at 4% or $1,763,741 at 6%; with 100% employer match about $1,984,208 at 4% or $1,322,806 at 6%.
Ucertify LLC Retirement Trust-3$1,096,680$129,225$43,075iApproximate average salary by contribution assumption: employee only about $1,076,875 at 4% or $717,917 at 6%; with 50% employer match about $717,917 at 4% or $478,611 at 6%; with 100% employer match about $538,438 at 4% or $358,958 at 6%.
201723$2,635,369$635,813$211,938iApproximate average salary by contribution assumption: employee only about $5,298,442 at 4% or $3,532,294 at 6%; with 50% employer match about $3,532,294 at 4% or $2,354,863 at 6%; with 100% employer match about $2,649,221 at 4% or $1,766,147 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-3$1,587,090$507,413$169,138iApproximate average salary by contribution assumption: employee only about $4,228,442 at 4% or $2,818,961 at 6%; with 50% employer match about $2,818,961 at 4% or $1,879,307 at 6%; with 100% employer match about $2,114,221 at 4% or $1,409,481 at 6%.
Ucertify LLC Retirement Trust-3$1,048,279$128,400$42,800iApproximate average salary by contribution assumption: employee only about $1,070,000 at 4% or $713,333 at 6%; with 50% employer match about $713,333 at 4% or $475,556 at 6%; with 100% employer match about $535,000 at 4% or $356,667 at 6%.
201623$1,766,856$760,743$253,581iApproximate average salary by contribution assumption: employee only about $6,339,525 at 4% or $4,226,350 at 6%; with 50% employer match about $4,226,350 at 4% or $2,817,567 at 6%; with 100% employer match about $3,169,763 at 4% or $2,113,175 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-3$968,649$614,393$204,798iApproximate average salary by contribution assumption: employee only about $5,119,942 at 4% or $3,413,294 at 6%; with 50% employer match about $3,413,294 at 4% or $2,275,530 at 6%; with 100% employer match about $2,559,971 at 4% or $1,706,647 at 6%.
Ucertify LLC Retirement Trust-3$798,207$146,350$48,783iApproximate average salary by contribution assumption: employee only about $1,219,583 at 4% or $813,056 at 6%; with 50% employer match about $813,056 at 4% or $542,037 at 6%; with 100% employer match about $609,792 at 4% or $406,528 at 6%.
201523$986,653$619,790$206,597iApproximate average salary by contribution assumption: employee only about $5,164,917 at 4% or $3,443,278 at 6%; with 50% employer match about $3,443,278 at 4% or $2,295,519 at 6%; with 100% employer match about $2,582,458 at 4% or $1,721,639 at 6%.
Ucertify LLC Retirement Trust-3$634,863$268,000$89,333iApproximate average salary by contribution assumption: employee only about $2,233,333 at 4% or $1,488,889 at 6%; with 50% employer match about $1,488,889 at 4% or $992,593 at 6%; with 100% employer match about $1,116,667 at 4% or $744,444 at 6%.
Ucertify LLC Defined Benefit Plan & Trust-3$351,790$351,790$117,263iApproximate average salary by contribution assumption: employee only about $2,931,583 at 4% or $1,954,389 at 6%; with 50% employer match about $1,954,389 at 4% or $1,302,926 at 6%; with 100% employer match about $1,465,792 at 4% or $977,194 at 6%.
201413$377,481$103,955$34,652iApproximate average salary by contribution assumption: employee only about $866,292 at 4% or $577,528 at 6%; with 50% employer match about $577,528 at 4% or $385,019 at 6%; with 100% employer match about $433,146 at 4% or $288,764 at 6%.
Ucertify LLC Retirement Trust-3$377,481$103,955$34,652iApproximate average salary by contribution assumption: employee only about $866,292 at 4% or $577,528 at 6%; with 50% employer match about $577,528 at 4% or $385,019 at 6%; with 100% employer match about $433,146 at 4% or $288,764 at 6%.
201313$253,338$163,525$54,508iApproximate average salary by contribution assumption: employee only about $1,362,708 at 4% or $908,472 at 6%; with 50% employer match about $908,472 at 4% or $605,648 at 6%; with 100% employer match about $681,354 at 4% or $454,236 at 6%.
Ucertify LLC Retirement Trust-3$253,338$163,525$54,508iApproximate average salary by contribution assumption: employee only about $1,362,708 at 4% or $908,472 at 6%; with 50% employer match about $908,472 at 4% or $605,648 at 6%; with 100% employer match about $681,354 at 4% or $454,236 at 6%.
201214$121,963$71,863$17,966iApproximate average salary by contribution assumption: employee only about $449,144 at 4% or $299,429 at 6%; with 50% employer match about $299,429 at 4% or $199,619 at 6%; with 100% employer match about $224,572 at 4% or $149,715 at 6%.
Ucertify LLC Retirement Trust-4$121,963$71,863$17,966iApproximate average salary by contribution assumption: employee only about $449,144 at 4% or $299,429 at 6%; with 50% employer match about $299,429 at 4% or $199,619 at 6%; with 100% employer match about $224,572 at 4% or $149,715 at 6%.
201114$39,925$39,744$9,936iApproximate average salary by contribution assumption: employee only about $248,400 at 4% or $165,600 at 6%; with 50% employer match about $165,600 at 4% or $110,400 at 6%; with 100% employer match about $124,200 at 4% or $82,800 at 6%.
Ucertify LLC Retirement Trust-4$39,925$39,744$9,936iApproximate average salary by contribution assumption: employee only about $248,400 at 4% or $165,600 at 6%; with 50% employer match about $165,600 at 4% or $110,400 at 6%; with 100% employer match about $124,200 at 4% or $82,800 at 6%.