Civic Intelligence

Borgeson Universal Co. Inc.

Plan context: Borgeson Universal 401K Plan

EIN 06-1056375 • Travelers Rest, SC • 27 filings • 4 plans

9 Krieger DriveTravelers Rest, SC 29660
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$6,486,680

2025 Contributions

$109,165

Historical Graphs

Total Assets Over Time

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

$6,486,680$3,243,340$0199920162025YearValue
$6,486,680Latest year 2025

Participants Over Time

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

30150199920122025YearValue
24Latest year 2025

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
2025124$6,486,680$109,165$4,549iApproximate average salary by contribution assumption: employee only about $113,714 at 4% or $75,809 at 6%; with 50% employer match about $75,809 at 4% or $50,539 at 6%; with 100% employer match about $56,857 at 4% or $37,905 at 6%.
Borgeson Universal 401K Plan-24$6,486,680$109,165$4,549iApproximate average salary by contribution assumption: employee only about $113,714 at 4% or $75,809 at 6%; with 50% employer match about $75,809 at 4% or $50,539 at 6%; with 100% employer match about $56,857 at 4% or $37,905 at 6%.
2024127$5,592,504$169,244$6,268iApproximate average salary by contribution assumption: employee only about $156,707 at 4% or $104,472 at 6%; with 50% employer match about $104,472 at 4% or $69,648 at 6%; with 100% employer match about $78,354 at 4% or $52,236 at 6%.
Borgeson Universal 401K Plan-27$5,592,504$169,244$6,268iApproximate average salary by contribution assumption: employee only about $156,707 at 4% or $104,472 at 6%; with 50% employer match about $104,472 at 4% or $69,648 at 6%; with 100% employer match about $78,354 at 4% or $52,236 at 6%.
2023126$5,021,117$159,049$6,117iApproximate average salary by contribution assumption: employee only about $152,932 at 4% or $101,954 at 6%; with 50% employer match about $101,954 at 4% or $67,970 at 6%; with 100% employer match about $76,466 at 4% or $50,977 at 6%.
Borgeson Universal 401K Plan-26$5,021,117$159,049$6,117iApproximate average salary by contribution assumption: employee only about $152,932 at 4% or $101,954 at 6%; with 50% employer match about $101,954 at 4% or $67,970 at 6%; with 100% employer match about $76,466 at 4% or $50,977 at 6%.
2022125$4,346,354$146,496$5,860iApproximate average salary by contribution assumption: employee only about $146,496 at 4% or $97,664 at 6%; with 50% employer match about $97,664 at 4% or $65,109 at 6%; with 100% employer match about $73,248 at 4% or $48,832 at 6%.
Borgeson Universal 401K Plan-25$4,346,354$146,496$5,860iApproximate average salary by contribution assumption: employee only about $146,496 at 4% or $97,664 at 6%; with 50% employer match about $97,664 at 4% or $65,109 at 6%; with 100% employer match about $73,248 at 4% or $48,832 at 6%.
2021128$5,376,703$238,911$8,533iApproximate average salary by contribution assumption: employee only about $213,313 at 4% or $142,209 at 6%; with 50% employer match about $142,209 at 4% or $94,806 at 6%; with 100% employer match about $106,657 at 4% or $71,104 at 6%.
Borgeson Universal 401K Plan-28$5,376,703$238,911$8,533iApproximate average salary by contribution assumption: employee only about $213,313 at 4% or $142,209 at 6%; with 50% employer match about $142,209 at 4% or $94,806 at 6%; with 100% employer match about $106,657 at 4% or $71,104 at 6%.
2020125$4,634,342$132,246$5,290iApproximate average salary by contribution assumption: employee only about $132,246 at 4% or $88,164 at 6%; with 50% employer match about $88,164 at 4% or $58,776 at 6%; with 100% employer match about $66,123 at 4% or $44,082 at 6%.
Borgeson Universal 401K Plan-25$4,634,342$132,246$5,290iApproximate average salary by contribution assumption: employee only about $132,246 at 4% or $88,164 at 6%; with 50% employer match about $88,164 at 4% or $58,776 at 6%; with 100% employer match about $66,123 at 4% or $44,082 at 6%.
2019125$4,056,380$126,728$5,069iApproximate average salary by contribution assumption: employee only about $126,728 at 4% or $84,485 at 6%; with 50% employer match about $84,485 at 4% or $56,324 at 6%; with 100% employer match about $63,364 at 4% or $42,243 at 6%.
Borgeson Universal 401K Plan-25$4,056,380$126,728$5,069iApproximate average salary by contribution assumption: employee only about $126,728 at 4% or $84,485 at 6%; with 50% employer match about $84,485 at 4% or $56,324 at 6%; with 100% employer match about $63,364 at 4% or $42,243 at 6%.
2018127$3,512,379$225,620$8,356iApproximate average salary by contribution assumption: employee only about $208,907 at 4% or $139,272 at 6%; with 50% employer match about $139,272 at 4% or $92,848 at 6%; with 100% employer match about $104,454 at 4% or $69,636 at 6%.
Borgeson Universal 401K Plan-27$3,512,379$225,620$8,356iApproximate average salary by contribution assumption: employee only about $208,907 at 4% or $139,272 at 6%; with 50% employer match about $139,272 at 4% or $92,848 at 6%; with 100% employer match about $104,454 at 4% or $69,636 at 6%.
2017130$3,446,798$160,718$5,357iApproximate average salary by contribution assumption: employee only about $133,932 at 4% or $89,288 at 6%; with 50% employer match about $89,288 at 4% or $59,525 at 6%; with 100% employer match about $66,966 at 4% or $44,644 at 6%.
Borgeson Universal 401K Plan-30$3,446,798$160,718$5,357iApproximate average salary by contribution assumption: employee only about $133,932 at 4% or $89,288 at 6%; with 50% employer match about $89,288 at 4% or $59,525 at 6%; with 100% employer match about $66,966 at 4% or $44,644 at 6%.
2016117$2,847,691$125,963$7,410iApproximate average salary by contribution assumption: employee only about $185,240 at 4% or $123,493 at 6%; with 50% employer match about $123,493 at 4% or $82,329 at 6%; with 100% employer match about $92,620 at 4% or $61,747 at 6%.
Borgeson Universal 401K Plan-17$2,847,691$125,963$7,410iApproximate average salary by contribution assumption: employee only about $185,240 at 4% or $123,493 at 6%; with 50% employer match about $123,493 at 4% or $82,329 at 6%; with 100% employer match about $92,620 at 4% or $61,747 at 6%.
2015129$2,769,810$146,091$5,038iApproximate average salary by contribution assumption: employee only about $125,941 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,974 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%.
Borgeson Universal 401K Plan-29$2,769,810$146,091$5,038iApproximate average salary by contribution assumption: employee only about $125,941 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,974 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%.
2014128$2,692,854$276,927$9,890iApproximate average salary by contribution assumption: employee only about $247,256 at 4% or $164,838 at 6%; with 50% employer match about $164,838 at 4% or $109,892 at 6%; with 100% employer match about $123,628 at 4% or $82,419 at 6%.
Borgeson Universal 401K Plan-28$2,692,854$276,927$9,890iApproximate average salary by contribution assumption: employee only about $247,256 at 4% or $164,838 at 6%; with 50% employer match about $164,838 at 4% or $109,892 at 6%; with 100% employer match about $123,628 at 4% or $82,419 at 6%.
2013120$2,402,404$252,557$12,628iApproximate average salary by contribution assumption: employee only about $315,696 at 4% or $210,464 at 6%; with 50% employer match about $210,464 at 4% or $140,309 at 6%; with 100% employer match about $157,848 at 4% or $105,232 at 6%.
Borgeson Universal 401K Plan-20$2,402,404$252,557$12,628iApproximate average salary by contribution assumption: employee only about $315,696 at 4% or $210,464 at 6%; with 50% employer match about $210,464 at 4% or $140,309 at 6%; with 100% employer match about $157,848 at 4% or $105,232 at 6%.
2012123$1,805,141$126,927$5,519iApproximate average salary by contribution assumption: employee only about $137,964 at 4% or $91,976 at 6%; with 50% employer match about $91,976 at 4% or $61,317 at 6%; with 100% employer match about $68,982 at 4% or $45,988 at 6%.
Borgeson Universal 401K Plan-23$1,805,141$126,927$5,519iApproximate average salary by contribution assumption: employee only about $137,964 at 4% or $91,976 at 6%; with 50% employer match about $91,976 at 4% or $61,317 at 6%; with 100% employer match about $68,982 at 4% or $45,988 at 6%.
2011119$1,496,502$217,894$11,468iApproximate average salary by contribution assumption: employee only about $286,703 at 4% or $191,135 at 6%; with 50% employer match about $191,135 at 4% or $127,423 at 6%; with 100% employer match about $143,351 at 4% or $95,568 at 6%.
Borgeson Universal 401K Plan-19$1,496,502$217,894$11,468iApproximate average salary by contribution assumption: employee only about $286,703 at 4% or $191,135 at 6%; with 50% employer match about $191,135 at 4% or $127,423 at 6%; with 100% employer match about $143,351 at 4% or $95,568 at 6%.
2010119$1,345,829$22,633$1,191iApproximate average salary by contribution assumption: employee only about $29,780 at 4% or $19,854 at 6%; with 50% employer match about $19,854 at 4% or $13,236 at 6%; with 100% employer match about $14,890 at 4% or $9,927 at 6%.
Borgeson Universal 401K Plan-19$1,345,829$22,633$1,191iApproximate average salary by contribution assumption: employee only about $29,780 at 4% or $19,854 at 6%; with 50% employer match about $19,854 at 4% or $13,236 at 6%; with 100% employer match about $14,890 at 4% or $9,927 at 6%.
2009121$1,221,144$248,941$11,854iApproximate average salary by contribution assumption: employee only about $296,358 at 4% or $197,572 at 6%; with 50% employer match about $197,572 at 4% or $131,715 at 6%; with 100% employer match about $148,179 at 4% or $98,786 at 6%.
Borgeson Universal 401K Plan-21$1,221,144$248,941$11,854iApproximate average salary by contribution assumption: employee only about $296,358 at 4% or $197,572 at 6%; with 50% employer match about $197,572 at 4% or $131,715 at 6%; with 100% employer match about $148,179 at 4% or $98,786 at 6%.
2008123$0$0-
Borgeson Universal 401K Plan-23---
2007121$0$0-
Borgeson Universal 401K Plan-21---
2006118$0$0-
Borgeson Universal 401K Plan-18---
2005118$0$0-
Borgeson Universal 401K Plan-18---
200417$768,621$89,336$12,762iApproximate average salary by contribution assumption: employee only about $319,057 at 4% or $212,705 at 6%; with 50% employer match about $212,705 at 4% or $141,803 at 6%; with 100% employer match about $159,529 at 4% or $106,352 at 6%.
BORGESON UNIVERSAL CO., INC. 401K PLAN-7$768,621$89,336$12,762iApproximate average salary by contribution assumption: employee only about $319,057 at 4% or $212,705 at 6%; with 50% employer match about $212,705 at 4% or $141,803 at 6%; with 100% employer match about $159,529 at 4% or $106,352 at 6%.
2003118$0$0-
Borgeson Universal 401K Plan-18---
2002114$0$0-
Borgeson Universal 401K Plan-14---
2001118$0$0-
Borgeson Universal 401K Plan-18---
2000117$0$0-
Borgeson Universal 401K Plan-17---
1999118$396,854$101,834$5,657iApproximate average salary by contribution assumption: employee only about $141,436 at 4% or $94,291 at 6%; with 50% employer match about $94,291 at 4% or $62,860 at 6%; with 100% employer match about $70,718 at 4% or $47,145 at 6%.
Borgeson Universal 401K Plan-18$396,854$101,834$5,657iApproximate average salary by contribution assumption: employee only about $141,436 at 4% or $94,291 at 6%; with 50% employer match about $94,291 at 4% or $62,860 at 6%; with 100% employer match about $70,718 at 4% or $47,145 at 6%.