U.M.G. Inc.
Plan context: U.M.G. Inc. Retirement Plan
EIN 13-3265423 • Harrison, NY • 23 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,497,837
2024 Contributions
$20,020
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $3,497,837 | $20,020 | $1,668iApproximate average salary by contribution assumption: employee only about $41,708 at 4% or $27,806 at 6%; with 50% employer match about $27,806 at 4% or $18,537 at 6%; with 100% employer match about $20,854 at 4% or $13,903 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 12 | $3,497,837 | $20,020 | $1,668iApproximate average salary by contribution assumption: employee only about $41,708 at 4% or $27,806 at 6%; with 50% employer match about $27,806 at 4% or $18,537 at 6%; with 100% employer match about $20,854 at 4% or $13,903 at 6%. |
| 2023 | 1 | 12 | $3,086,851 | $72,635 | $6,053iApproximate average salary by contribution assumption: employee only about $151,323 at 4% or $100,882 at 6%; with 50% employer match about $100,882 at 4% or $67,255 at 6%; with 100% employer match about $75,661 at 4% or $50,441 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 12 | $3,086,851 | $72,635 | $6,053iApproximate average salary by contribution assumption: employee only about $151,323 at 4% or $100,882 at 6%; with 50% employer match about $100,882 at 4% or $67,255 at 6%; with 100% employer match about $75,661 at 4% or $50,441 at 6%. |
| 2022 | 1 | 14 | $2,699,763 | $86,518 | $6,180iApproximate average salary by contribution assumption: employee only about $154,496 at 4% or $102,998 at 6%; with 50% employer match about $102,998 at 4% or $68,665 at 6%; with 100% employer match about $77,248 at 4% or $51,499 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 14 | $2,699,763 | $86,518 | $6,180iApproximate average salary by contribution assumption: employee only about $154,496 at 4% or $102,998 at 6%; with 50% employer match about $102,998 at 4% or $68,665 at 6%; with 100% employer match about $77,248 at 4% or $51,499 at 6%. |
| 2021 | 1 | 12 | $3,170,511 | $146,415 | $12,201iApproximate average salary by contribution assumption: employee only about $305,031 at 4% or $203,354 at 6%; with 50% employer match about $203,354 at 4% or $135,569 at 6%; with 100% employer match about $152,516 at 4% or $101,677 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 12 | $3,170,511 | $146,415 | $12,201iApproximate average salary by contribution assumption: employee only about $305,031 at 4% or $203,354 at 6%; with 50% employer match about $203,354 at 4% or $135,569 at 6%; with 100% employer match about $152,516 at 4% or $101,677 at 6%. |
| 2020 | 1 | 10 | $2,603,649 | $54,203 | $5,420iApproximate average salary by contribution assumption: employee only about $135,508 at 4% or $90,338 at 6%; with 50% employer match about $90,338 at 4% or $60,226 at 6%; with 100% employer match about $67,754 at 4% or $45,169 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 10 | $2,603,649 | $54,203 | $5,420iApproximate average salary by contribution assumption: employee only about $135,508 at 4% or $90,338 at 6%; with 50% employer match about $90,338 at 4% or $60,226 at 6%; with 100% employer match about $67,754 at 4% or $45,169 at 6%. |
| 2019 | 1 | 10 | $2,267,079 | $164,853 | $16,485iApproximate average salary by contribution assumption: employee only about $412,133 at 4% or $274,755 at 6%; with 50% employer match about $274,755 at 4% or $183,170 at 6%; with 100% employer match about $206,066 at 4% or $137,378 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 10 | $2,267,079 | $164,853 | $16,485iApproximate average salary by contribution assumption: employee only about $412,133 at 4% or $274,755 at 6%; with 50% employer match about $274,755 at 4% or $183,170 at 6%; with 100% employer match about $206,066 at 4% or $137,378 at 6%. |
| 2018 | 1 | 10 | $1,802,659 | $162,202 | $16,220iApproximate average salary by contribution assumption: employee only about $405,505 at 4% or $270,337 at 6%; with 50% employer match about $270,337 at 4% or $180,224 at 6%; with 100% employer match about $202,753 at 4% or $135,168 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 10 | $1,802,659 | $162,202 | $16,220iApproximate average salary by contribution assumption: employee only about $405,505 at 4% or $270,337 at 6%; with 50% employer match about $270,337 at 4% or $180,224 at 6%; with 100% employer match about $202,753 at 4% or $135,168 at 6%. |
| 2017 | 1 | 12 | $1,697,387 | $159,250 | $13,271iApproximate average salary by contribution assumption: employee only about $331,771 at 4% or $221,181 at 6%; with 50% employer match about $221,181 at 4% or $147,454 at 6%; with 100% employer match about $165,885 at 4% or $110,590 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 12 | $1,697,387 | $159,250 | $13,271iApproximate average salary by contribution assumption: employee only about $331,771 at 4% or $221,181 at 6%; with 50% employer match about $221,181 at 4% or $147,454 at 6%; with 100% employer match about $165,885 at 4% or $110,590 at 6%. |
| 2016 | 1 | 18 | $1,395,416 | $162,797 | $9,044iApproximate average salary by contribution assumption: employee only about $226,107 at 4% or $150,738 at 6%; with 50% employer match about $150,738 at 4% or $100,492 at 6%; with 100% employer match about $113,053 at 4% or $75,369 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 18 | $1,395,416 | $162,797 | $9,044iApproximate average salary by contribution assumption: employee only about $226,107 at 4% or $150,738 at 6%; with 50% employer match about $150,738 at 4% or $100,492 at 6%; with 100% employer match about $113,053 at 4% or $75,369 at 6%. |
| 2015 | 1 | 17 | $1,450,785 | $236,004 | $13,883iApproximate average salary by contribution assumption: employee only about $347,065 at 4% or $231,376 at 6%; with 50% employer match about $231,376 at 4% or $154,251 at 6%; with 100% employer match about $173,532 at 4% or $115,688 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 17 | $1,450,785 | $236,004 | $13,883iApproximate average salary by contribution assumption: employee only about $347,065 at 4% or $231,376 at 6%; with 50% employer match about $231,376 at 4% or $154,251 at 6%; with 100% employer match about $173,532 at 4% or $115,688 at 6%. |
| 2014 | 1 | 19 | $1,369,387 | $217,073 | $11,425iApproximate average salary by contribution assumption: employee only about $285,622 at 4% or $190,415 at 6%; with 50% employer match about $190,415 at 4% or $126,943 at 6%; with 100% employer match about $142,811 at 4% or $95,207 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 19 | $1,369,387 | $217,073 | $11,425iApproximate average salary by contribution assumption: employee only about $285,622 at 4% or $190,415 at 6%; with 50% employer match about $190,415 at 4% or $126,943 at 6%; with 100% employer match about $142,811 at 4% or $95,207 at 6%. |
| 2013 | 1 | 16 | $1,252,121 | $199,832 | $12,490iApproximate average salary by contribution assumption: employee only about $312,238 at 4% or $208,158 at 6%; with 50% employer match about $208,158 at 4% or $138,772 at 6%; with 100% employer match about $156,119 at 4% or $104,079 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 16 | $1,252,121 | $199,832 | $12,490iApproximate average salary by contribution assumption: employee only about $312,238 at 4% or $208,158 at 6%; with 50% employer match about $208,158 at 4% or $138,772 at 6%; with 100% employer match about $156,119 at 4% or $104,079 at 6%. |
| 2012 | 1 | 15 | $968,697 | $186,711 | $12,447iApproximate average salary by contribution assumption: employee only about $311,185 at 4% or $207,457 at 6%; with 50% employer match about $207,457 at 4% or $138,304 at 6%; with 100% employer match about $155,593 at 4% or $103,728 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 15 | $968,697 | $186,711 | $12,447iApproximate average salary by contribution assumption: employee only about $311,185 at 4% or $207,457 at 6%; with 50% employer match about $207,457 at 4% or $138,304 at 6%; with 100% employer match about $155,593 at 4% or $103,728 at 6%. |
| 2011 | 1 | 13 | $743,450 | $69,225 | $5,325iApproximate average salary by contribution assumption: employee only about $133,125 at 4% or $88,750 at 6%; with 50% employer match about $88,750 at 4% or $59,167 at 6%; with 100% employer match about $66,563 at 4% or $44,375 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 13 | $743,450 | $69,225 | $5,325iApproximate average salary by contribution assumption: employee only about $133,125 at 4% or $88,750 at 6%; with 50% employer match about $88,750 at 4% or $59,167 at 6%; with 100% employer match about $66,563 at 4% or $44,375 at 6%. |
| 2010 | 1 | 14 | $681,362 | $136,725 | $9,766iApproximate average salary by contribution assumption: employee only about $244,152 at 4% or $162,768 at 6%; with 50% employer match about $162,768 at 4% or $108,512 at 6%; with 100% employer match about $122,076 at 4% or $81,384 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 14 | $681,362 | $136,725 | $9,766iApproximate average salary by contribution assumption: employee only about $244,152 at 4% or $162,768 at 6%; with 50% employer match about $162,768 at 4% or $108,512 at 6%; with 100% employer match about $122,076 at 4% or $81,384 at 6%. |
| 2009 | 1 | 15 | $518,160 | $118,495 | $7,900iApproximate average salary by contribution assumption: employee only about $197,492 at 4% or $131,661 at 6%; with 50% employer match about $131,661 at 4% or $87,774 at 6%; with 100% employer match about $98,746 at 4% or $65,831 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 15 | $518,160 | $118,495 | $7,900iApproximate average salary by contribution assumption: employee only about $197,492 at 4% or $131,661 at 6%; with 50% employer match about $131,661 at 4% or $87,774 at 6%; with 100% employer match about $98,746 at 4% or $65,831 at 6%. |
| 2008 | 1 | 12 | $367,005 | $83,476 | $6,956iApproximate average salary by contribution assumption: employee only about $173,908 at 4% or $115,939 at 6%; with 50% employer match about $115,939 at 4% or $77,293 at 6%; with 100% employer match about $86,954 at 4% or $57,969 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 12 | $367,005 | $83,476 | $6,956iApproximate average salary by contribution assumption: employee only about $173,908 at 4% or $115,939 at 6%; with 50% employer match about $115,939 at 4% or $77,293 at 6%; with 100% employer match about $86,954 at 4% or $57,969 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| U.M.G. Inc. Retirement Plan | - | 8 | - | - | - |
| 2006 | 1 | 7 | $237,547 | $50,665 | $7,238iApproximate average salary by contribution assumption: employee only about $180,946 at 4% or $120,631 at 6%; with 50% employer match about $120,631 at 4% or $80,421 at 6%; with 100% employer match about $90,473 at 4% or $60,315 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 7 | $237,547 | $50,665 | $7,238iApproximate average salary by contribution assumption: employee only about $180,946 at 4% or $120,631 at 6%; with 50% employer match about $120,631 at 4% or $80,421 at 6%; with 100% employer match about $90,473 at 4% or $60,315 at 6%. |
| 2005 | 1 | 5 | $180,251 | $50,250 | $10,050iApproximate average salary by contribution assumption: employee only about $251,250 at 4% or $167,500 at 6%; with 50% employer match about $167,500 at 4% or $111,667 at 6%; with 100% employer match about $125,625 at 4% or $83,750 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 5 | $180,251 | $50,250 | $10,050iApproximate average salary by contribution assumption: employee only about $251,250 at 4% or $167,500 at 6%; with 50% employer match about $167,500 at 4% or $111,667 at 6%; with 100% employer match about $125,625 at 4% or $83,750 at 6%. |
| 2004 | 1 | 4 | $128,953 | $30,500 | $7,625iApproximate average salary by contribution assumption: employee only about $190,625 at 4% or $127,083 at 6%; with 50% employer match about $127,083 at 4% or $84,722 at 6%; with 100% employer match about $95,313 at 4% or $63,542 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 4 | $128,953 | $30,500 | $7,625iApproximate average salary by contribution assumption: employee only about $190,625 at 4% or $127,083 at 6%; with 50% employer match about $127,083 at 4% or $84,722 at 6%; with 100% employer match about $95,313 at 4% or $63,542 at 6%. |
| 2003 | 1 | 4 | $96,096 | $27,928 | $6,982iApproximate average salary by contribution assumption: employee only about $174,550 at 4% or $116,367 at 6%; with 50% employer match about $116,367 at 4% or $77,578 at 6%; with 100% employer match about $87,275 at 4% or $58,183 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 4 | $96,096 | $27,928 | $6,982iApproximate average salary by contribution assumption: employee only about $174,550 at 4% or $116,367 at 6%; with 50% employer match about $116,367 at 4% or $77,578 at 6%; with 100% employer match about $87,275 at 4% or $58,183 at 6%. |
| 2001 | 1 | 5 | $36,200 | $36,200 | $7,240iApproximate average salary by contribution assumption: employee only about $181,000 at 4% or $120,667 at 6%; with 50% employer match about $120,667 at 4% or $80,444 at 6%; with 100% employer match about $90,500 at 4% or $60,333 at 6%. |
| U.M.G. Inc. Retirement Plan | - | 5 | $36,200 | $36,200 | $7,240iApproximate average salary by contribution assumption: employee only about $181,000 at 4% or $120,667 at 6%; with 50% employer match about $120,667 at 4% or $80,444 at 6%; with 100% employer match about $90,500 at 4% or $60,333 at 6%. |