Civic Intelligence

United Financial Group Ltd.

Plan context: United Financial Group Ltd. 401(K) Profit Sharing Plan

EIN 11-2573805 • Garden City, NY • 20 filings • 2 plans

377 Oak StreetSuite 403Garden City, NY 11530
Current Snapshot

Latest Year

2019

2019 Participants

21

2019 Assets

$4,545,220

2019 Contributions

$410,733

Historical Graphs

Total Assets Over Time

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

$4,545,220$2,272,610$0200020092018YearValue
$4,545,220Latest year 2018

Participants Over Time

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

21110200020092018YearValue
21Latest year 2018

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
201910$0$0-
United Financial Group Ltd. 401(K) Profit Sharing Plan-0$0--
2018121$4,545,220$410,733$19,559iApproximate average salary by contribution assumption: employee only about $488,968 at 4% or $325,979 at 6%; with 50% employer match about $325,979 at 4% or $217,319 at 6%; with 100% employer match about $244,484 at 4% or $162,989 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-21$4,545,220$410,733$19,559iApproximate average salary by contribution assumption: employee only about $488,968 at 4% or $325,979 at 6%; with 50% employer match about $325,979 at 4% or $217,319 at 6%; with 100% employer match about $244,484 at 4% or $162,989 at 6%.
2017120$4,478,874$387,405$19,370iApproximate average salary by contribution assumption: employee only about $484,256 at 4% or $322,838 at 6%; with 50% employer match about $322,838 at 4% or $215,225 at 6%; with 100% employer match about $242,128 at 4% or $161,419 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-20$4,478,874$387,405$19,370iApproximate average salary by contribution assumption: employee only about $484,256 at 4% or $322,838 at 6%; with 50% employer match about $322,838 at 4% or $215,225 at 6%; with 100% employer match about $242,128 at 4% or $161,419 at 6%.
2016119$3,592,931$448,034$23,581iApproximate average salary by contribution assumption: employee only about $589,518 at 4% or $393,012 at 6%; with 50% employer match about $393,012 at 4% or $262,008 at 6%; with 100% employer match about $294,759 at 4% or $196,506 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-19$3,592,931$448,034$23,581iApproximate average salary by contribution assumption: employee only about $589,518 at 4% or $393,012 at 6%; with 50% employer match about $393,012 at 4% or $262,008 at 6%; with 100% employer match about $294,759 at 4% or $196,506 at 6%.
2015118$2,909,479$278,435$15,469iApproximate average salary by contribution assumption: employee only about $386,715 at 4% or $257,810 at 6%; with 50% employer match about $257,810 at 4% or $171,873 at 6%; with 100% employer match about $193,358 at 4% or $128,905 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-18$2,909,479$278,435$15,469iApproximate average salary by contribution assumption: employee only about $386,715 at 4% or $257,810 at 6%; with 50% employer match about $257,810 at 4% or $171,873 at 6%; with 100% employer match about $193,358 at 4% or $128,905 at 6%.
2014120$2,694,271$303,644$15,182iApproximate average salary by contribution assumption: employee only about $379,555 at 4% or $253,037 at 6%; with 50% employer match about $253,037 at 4% or $168,691 at 6%; with 100% employer match about $189,778 at 4% or $126,518 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-20$2,694,271$303,644$15,182iApproximate average salary by contribution assumption: employee only about $379,555 at 4% or $253,037 at 6%; with 50% employer match about $253,037 at 4% or $168,691 at 6%; with 100% employer match about $189,778 at 4% or $126,518 at 6%.
2013118$2,373,135$293,497$16,305iApproximate average salary by contribution assumption: employee only about $407,635 at 4% or $271,756 at 6%; with 50% employer match about $271,756 at 4% or $181,171 at 6%; with 100% employer match about $203,817 at 4% or $135,878 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-18$2,373,135$293,497$16,305iApproximate average salary by contribution assumption: employee only about $407,635 at 4% or $271,756 at 6%; with 50% employer match about $271,756 at 4% or $181,171 at 6%; with 100% employer match about $203,817 at 4% or $135,878 at 6%.
2012118$2,092,076$241,850$13,436iApproximate average salary by contribution assumption: employee only about $335,903 at 4% or $223,935 at 6%; with 50% employer match about $223,935 at 4% or $149,290 at 6%; with 100% employer match about $167,951 at 4% or $111,968 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-18$2,092,076$241,850$13,436iApproximate average salary by contribution assumption: employee only about $335,903 at 4% or $223,935 at 6%; with 50% employer match about $223,935 at 4% or $149,290 at 6%; with 100% employer match about $167,951 at 4% or $111,968 at 6%.
2011116$1,996,663$303,346$18,959iApproximate average salary by contribution assumption: employee only about $473,978 at 4% or $315,985 at 6%; with 50% employer match about $315,985 at 4% or $210,657 at 6%; with 100% employer match about $236,989 at 4% or $157,993 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-16$1,996,663$303,346$18,959iApproximate average salary by contribution assumption: employee only about $473,978 at 4% or $315,985 at 6%; with 50% employer match about $315,985 at 4% or $210,657 at 6%; with 100% employer match about $236,989 at 4% or $157,993 at 6%.
2010113$1,783,546$194,177$14,937iApproximate average salary by contribution assumption: employee only about $373,417 at 4% or $248,945 at 6%; with 50% employer match about $248,945 at 4% or $165,963 at 6%; with 100% employer match about $186,709 at 4% or $124,472 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-13$1,783,546$194,177$14,937iApproximate average salary by contribution assumption: employee only about $373,417 at 4% or $248,945 at 6%; with 50% employer match about $248,945 at 4% or $165,963 at 6%; with 100% employer match about $186,709 at 4% or $124,472 at 6%.
2009111$1,369,598$368,298$33,482iApproximate average salary by contribution assumption: employee only about $837,041 at 4% or $558,027 at 6%; with 50% employer match about $558,027 at 4% or $372,018 at 6%; with 100% employer match about $418,520 at 4% or $279,014 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-11$1,369,598$368,298$33,482iApproximate average salary by contribution assumption: employee only about $837,041 at 4% or $558,027 at 6%; with 50% employer match about $558,027 at 4% or $372,018 at 6%; with 100% employer match about $418,520 at 4% or $279,014 at 6%.
200817$711,462$81,416$11,631iApproximate average salary by contribution assumption: employee only about $290,771 at 4% or $193,848 at 6%; with 50% employer match about $193,848 at 4% or $129,232 at 6%; with 100% employer match about $145,386 at 4% or $96,924 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-7$711,462$81,416$11,631iApproximate average salary by contribution assumption: employee only about $290,771 at 4% or $193,848 at 6%; with 50% employer match about $193,848 at 4% or $129,232 at 6%; with 100% employer match about $145,386 at 4% or $96,924 at 6%.
200716$1,001,057$112,588$18,765iApproximate average salary by contribution assumption: employee only about $469,117 at 4% or $312,744 at 6%; with 50% employer match about $312,744 at 4% or $208,496 at 6%; with 100% employer match about $234,558 at 4% or $156,372 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-6$1,001,057$112,588$18,765iApproximate average salary by contribution assumption: employee only about $469,117 at 4% or $312,744 at 6%; with 50% employer match about $312,744 at 4% or $208,496 at 6%; with 100% employer match about $234,558 at 4% or $156,372 at 6%.
200617$850,509$116,709$16,673iApproximate average salary by contribution assumption: employee only about $416,818 at 4% or $277,879 at 6%; with 50% employer match about $277,879 at 4% or $185,252 at 6%; with 100% employer match about $208,409 at 4% or $138,939 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-7$850,509$116,709$16,673iApproximate average salary by contribution assumption: employee only about $416,818 at 4% or $277,879 at 6%; with 50% employer match about $277,879 at 4% or $185,252 at 6%; with 100% employer match about $208,409 at 4% or $138,939 at 6%.
200518$761,797$82,862$10,358iApproximate average salary by contribution assumption: employee only about $258,944 at 4% or $172,629 at 6%; with 50% employer match about $172,629 at 4% or $115,086 at 6%; with 100% employer match about $129,472 at 4% or $86,315 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-8$761,797$82,862$10,358iApproximate average salary by contribution assumption: employee only about $258,944 at 4% or $172,629 at 6%; with 50% employer match about $172,629 at 4% or $115,086 at 6%; with 100% employer match about $129,472 at 4% or $86,315 at 6%.
200416$654,610$186,545$31,091iApproximate average salary by contribution assumption: employee only about $777,271 at 4% or $518,181 at 6%; with 50% employer match about $518,181 at 4% or $345,454 at 6%; with 100% employer match about $388,635 at 4% or $259,090 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-6$654,610$186,545$31,091iApproximate average salary by contribution assumption: employee only about $777,271 at 4% or $518,181 at 6%; with 50% employer match about $518,181 at 4% or $345,454 at 6%; with 100% employer match about $388,635 at 4% or $259,090 at 6%.
200318$471,370$99,954$12,494iApproximate average salary by contribution assumption: employee only about $312,356 at 4% or $208,238 at 6%; with 50% employer match about $208,238 at 4% or $138,825 at 6%; with 100% employer match about $156,178 at 4% or $104,119 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-8$471,370$99,954$12,494iApproximate average salary by contribution assumption: employee only about $312,356 at 4% or $208,238 at 6%; with 50% employer match about $208,238 at 4% or $138,825 at 6%; with 100% employer match about $156,178 at 4% or $104,119 at 6%.
2002114$339,547$107,751$7,697iApproximate average salary by contribution assumption: employee only about $192,413 at 4% or $128,275 at 6%; with 50% employer match about $128,275 at 4% or $85,517 at 6%; with 100% employer match about $96,206 at 4% or $64,138 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-14$339,547$107,751$7,697iApproximate average salary by contribution assumption: employee only about $192,413 at 4% or $128,275 at 6%; with 50% employer match about $128,275 at 4% or $85,517 at 6%; with 100% employer match about $96,206 at 4% or $64,138 at 6%.
2001112$380,399$82,179$6,848iApproximate average salary by contribution assumption: employee only about $171,206 at 4% or $114,138 at 6%; with 50% employer match about $114,138 at 4% or $76,092 at 6%; with 100% employer match about $85,603 at 4% or $57,069 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-12$380,399$82,179$6,848iApproximate average salary by contribution assumption: employee only about $171,206 at 4% or $114,138 at 6%; with 50% employer match about $114,138 at 4% or $76,092 at 6%; with 100% employer match about $85,603 at 4% or $57,069 at 6%.
200019$378,701$62,007$6,890iApproximate average salary by contribution assumption: employee only about $172,242 at 4% or $114,828 at 6%; with 50% employer match about $114,828 at 4% or $76,552 at 6%; with 100% employer match about $86,121 at 4% or $57,414 at 6%.
United Financial Group Ltd. 401(K) Profit Sharing Plan-9$378,701$62,007$6,890iApproximate average salary by contribution assumption: employee only about $172,242 at 4% or $114,828 at 6%; with 50% employer match about $114,828 at 4% or $76,552 at 6%; with 100% employer match about $86,121 at 4% or $57,414 at 6%.