Upper Manhattan Empower
Plan context: Umezdc 401K Plan
EIN 13-3808669 • New York, NY • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$1,988,690
2024 Contributions
$237,530
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 | 28 | $1,988,690 | $237,530 | $8,483iApproximate average salary by contribution assumption: employee only about $212,080 at 4% or $141,387 at 6%; with 50% employer match about $141,387 at 4% or $94,258 at 6%; with 100% employer match about $106,040 at 4% or $70,693 at 6%. |
| Umezdc 401K Plan | - | 28 | $1,988,690 | $237,530 | $8,483iApproximate average salary by contribution assumption: employee only about $212,080 at 4% or $141,387 at 6%; with 50% employer match about $141,387 at 4% or $94,258 at 6%; with 100% employer match about $106,040 at 4% or $70,693 at 6%. |
| 2023 | 1 | 30 | $2,067,678 | $291,319 | $9,711iApproximate average salary by contribution assumption: employee only about $242,766 at 4% or $161,844 at 6%; with 50% employer match about $161,844 at 4% or $107,896 at 6%; with 100% employer match about $121,383 at 4% or $80,922 at 6%. |
| Umezdc 401K Plan | - | 30 | $2,067,678 | $291,319 | $9,711iApproximate average salary by contribution assumption: employee only about $242,766 at 4% or $161,844 at 6%; with 50% employer match about $161,844 at 4% or $107,896 at 6%; with 100% employer match about $121,383 at 4% or $80,922 at 6%. |
| 2022 | 1 | 32 | $2,275,094 | $249,228 | $7,788iApproximate average salary by contribution assumption: employee only about $194,709 at 4% or $129,806 at 6%; with 50% employer match about $129,806 at 4% or $86,538 at 6%; with 100% employer match about $97,355 at 4% or $64,903 at 6%. |
| Umezdc 401K Plan | - | 32 | $2,275,094 | $249,228 | $7,788iApproximate average salary by contribution assumption: employee only about $194,709 at 4% or $129,806 at 6%; with 50% employer match about $129,806 at 4% or $86,538 at 6%; with 100% employer match about $97,355 at 4% or $64,903 at 6%. |
| 2021 | 1 | 26 | $2,849,851 | $221,267 | $8,510iApproximate average salary by contribution assumption: employee only about $212,757 at 4% or $141,838 at 6%; with 50% employer match about $141,838 at 4% or $94,559 at 6%; with 100% employer match about $106,378 at 4% or $70,919 at 6%. |
| Umezdc 401K Plan | - | 26 | $2,849,851 | $221,267 | $8,510iApproximate average salary by contribution assumption: employee only about $212,757 at 4% or $141,838 at 6%; with 50% employer match about $141,838 at 4% or $94,559 at 6%; with 100% employer match about $106,378 at 4% or $70,919 at 6%. |
| 2020 | 1 | 24 | $2,513,104 | $359,449 | $14,977iApproximate average salary by contribution assumption: employee only about $374,426 at 4% or $249,617 at 6%; with 50% employer match about $249,617 at 4% or $166,412 at 6%; with 100% employer match about $187,213 at 4% or $124,809 at 6%. |
| Umezdc 401K Plan | - | 24 | $2,513,104 | $359,449 | $14,977iApproximate average salary by contribution assumption: employee only about $374,426 at 4% or $249,617 at 6%; with 50% employer match about $249,617 at 4% or $166,412 at 6%; with 100% employer match about $187,213 at 4% or $124,809 at 6%. |
| 2019 | 1 | 24 | $1,985,726 | $199,505 | $8,313iApproximate average salary by contribution assumption: employee only about $207,818 at 4% or $138,545 at 6%; with 50% employer match about $138,545 at 4% or $92,363 at 6%; with 100% employer match about $103,909 at 4% or $69,273 at 6%. |
| Umezdc 401K Plan | - | 24 | $1,985,726 | $199,505 | $8,313iApproximate average salary by contribution assumption: employee only about $207,818 at 4% or $138,545 at 6%; with 50% employer match about $138,545 at 4% or $92,363 at 6%; with 100% employer match about $103,909 at 4% or $69,273 at 6%. |
| 2018 | 1 | 24 | $1,739,265 | $286,266 | $11,928iApproximate average salary by contribution assumption: employee only about $298,194 at 4% or $198,796 at 6%; with 50% employer match about $198,796 at 4% or $132,531 at 6%; with 100% employer match about $149,097 at 4% or $99,398 at 6%. |
| Umezdc 401K Plan | - | 24 | $1,739,265 | $286,266 | $11,928iApproximate average salary by contribution assumption: employee only about $298,194 at 4% or $198,796 at 6%; with 50% employer match about $198,796 at 4% or $132,531 at 6%; with 100% employer match about $149,097 at 4% or $99,398 at 6%. |
| 2017 | 1 | 26 | $1,681,893 | $235,001 | $9,039iApproximate average salary by contribution assumption: employee only about $225,963 at 4% or $150,642 at 6%; with 50% employer match about $150,642 at 4% or $100,428 at 6%; with 100% employer match about $112,981 at 4% or $75,321 at 6%. |
| Umezdc 401K Plan | - | 26 | $1,681,893 | $235,001 | $9,039iApproximate average salary by contribution assumption: employee only about $225,963 at 4% or $150,642 at 6%; with 50% employer match about $150,642 at 4% or $100,428 at 6%; with 100% employer match about $112,981 at 4% or $75,321 at 6%. |
| 2016 | 1 | 30 | $1,412,815 | $282,616 | $9,421iApproximate average salary by contribution assumption: employee only about $235,513 at 4% or $157,009 at 6%; with 50% employer match about $157,009 at 4% or $104,673 at 6%; with 100% employer match about $117,757 at 4% or $78,504 at 6%. |
| Umezdc 401K Plan | - | 30 | $1,412,815 | $282,616 | $9,421iApproximate average salary by contribution assumption: employee only about $235,513 at 4% or $157,009 at 6%; with 50% employer match about $157,009 at 4% or $104,673 at 6%; with 100% employer match about $117,757 at 4% or $78,504 at 6%. |
| 2015 | 1 | 30 | $1,942,521 | $283,699 | $9,457iApproximate average salary by contribution assumption: employee only about $236,416 at 4% or $157,611 at 6%; with 50% employer match about $157,611 at 4% or $105,074 at 6%; with 100% employer match about $118,208 at 4% or $78,805 at 6%. |
| Umezdc 401K Plan | - | 30 | $1,942,521 | $283,699 | $9,457iApproximate average salary by contribution assumption: employee only about $236,416 at 4% or $157,611 at 6%; with 50% employer match about $157,611 at 4% or $105,074 at 6%; with 100% employer match about $118,208 at 4% or $78,805 at 6%. |
| 2014 | 1 | 32 | $1,908,613 | $222,057 | $6,939iApproximate average salary by contribution assumption: employee only about $173,482 at 4% or $115,655 at 6%; with 50% employer match about $115,655 at 4% or $77,103 at 6%; with 100% employer match about $86,741 at 4% or $57,827 at 6%. |
| Umezdc 401K Plan | - | 32 | $1,908,613 | $222,057 | $6,939iApproximate average salary by contribution assumption: employee only about $173,482 at 4% or $115,655 at 6%; with 50% employer match about $115,655 at 4% or $77,103 at 6%; with 100% employer match about $86,741 at 4% or $57,827 at 6%. |
| 2013 | 1 | 30 | $1,717,401 | $249,829 | $8,328iApproximate average salary by contribution assumption: employee only about $208,191 at 4% or $138,794 at 6%; with 50% employer match about $138,794 at 4% or $92,529 at 6%; with 100% employer match about $104,095 at 4% or $69,397 at 6%. |
| Umezdc 401K Plan | - | 30 | $1,717,401 | $249,829 | $8,328iApproximate average salary by contribution assumption: employee only about $208,191 at 4% or $138,794 at 6%; with 50% employer match about $138,794 at 4% or $92,529 at 6%; with 100% employer match about $104,095 at 4% or $69,397 at 6%. |
| 2012 | 1 | 31 | $1,450,839 | $187,051 | $6,034iApproximate average salary by contribution assumption: employee only about $150,848 at 4% or $100,565 at 6%; with 50% employer match about $100,565 at 4% or $67,043 at 6%; with 100% employer match about $75,424 at 4% or $50,283 at 6%. |
| Umezdc 401K Plan | - | 31 | $1,450,839 | $187,051 | $6,034iApproximate average salary by contribution assumption: employee only about $150,848 at 4% or $100,565 at 6%; with 50% employer match about $100,565 at 4% or $67,043 at 6%; with 100% employer match about $75,424 at 4% or $50,283 at 6%. |
| 2011 | 1 | 32 | $1,290,529 | $150,020 | $4,688iApproximate average salary by contribution assumption: employee only about $117,203 at 4% or $78,135 at 6%; with 50% employer match about $78,135 at 4% or $52,090 at 6%; with 100% employer match about $58,602 at 4% or $39,068 at 6%. |
| Umezdc 401K Plan | - | 32 | $1,290,529 | $150,020 | $4,688iApproximate average salary by contribution assumption: employee only about $117,203 at 4% or $78,135 at 6%; with 50% employer match about $78,135 at 4% or $52,090 at 6%; with 100% employer match about $58,602 at 4% or $39,068 at 6%. |
| 2010 | 1 | 34 | $1,165,694 | $161,075 | $4,738iApproximate average salary by contribution assumption: employee only about $118,438 at 4% or $78,958 at 6%; with 50% employer match about $78,958 at 4% or $52,639 at 6%; with 100% employer match about $59,219 at 4% or $39,479 at 6%. |
| Umezdc 401K Plan | - | 34 | $1,165,694 | $161,075 | $4,738iApproximate average salary by contribution assumption: employee only about $118,438 at 4% or $78,958 at 6%; with 50% employer match about $78,958 at 4% or $52,639 at 6%; with 100% employer match about $59,219 at 4% or $39,479 at 6%. |
| 2009 | 1 | 35 | $1,105,270 | $201,367 | $5,753iApproximate average salary by contribution assumption: employee only about $143,834 at 4% or $95,889 at 6%; with 50% employer match about $95,889 at 4% or $63,926 at 6%; with 100% employer match about $71,917 at 4% or $47,945 at 6%. |
| Umezdc 401K Plan | - | 35 | $1,105,270 | $201,367 | $5,753iApproximate average salary by contribution assumption: employee only about $143,834 at 4% or $95,889 at 6%; with 50% employer match about $95,889 at 4% or $63,926 at 6%; with 100% employer match about $71,917 at 4% or $47,945 at 6%. |
| 2008 | 1 | 41 | $989,213 | $209,348 | $5,106iApproximate average salary by contribution assumption: employee only about $127,651 at 4% or $85,101 at 6%; with 50% employer match about $85,101 at 4% or $56,734 at 6%; with 100% employer match about $63,826 at 4% or $42,550 at 6%. |
| Umezdc 401K Plan | - | 41 | $989,213 | $209,348 | $5,106iApproximate average salary by contribution assumption: employee only about $127,651 at 4% or $85,101 at 6%; with 50% employer match about $85,101 at 4% or $56,734 at 6%; with 100% employer match about $63,826 at 4% or $42,550 at 6%. |
| 2007 | 1 | 35 | $1,046,556 | $177,432 | $5,069iApproximate average salary by contribution assumption: employee only about $126,737 at 4% or $84,491 at 6%; with 50% employer match about $84,491 at 4% or $56,328 at 6%; with 100% employer match about $63,369 at 4% or $42,246 at 6%. |
| Umezdc 401K Plan | - | 35 | $1,046,556 | $177,432 | $5,069iApproximate average salary by contribution assumption: employee only about $126,737 at 4% or $84,491 at 6%; with 50% employer match about $84,491 at 4% or $56,328 at 6%; with 100% employer match about $63,369 at 4% or $42,246 at 6%. |
| 2006 | 1 | 28 | $921,893 | $196,800 | $7,029iApproximate average salary by contribution assumption: employee only about $175,714 at 4% or $117,143 at 6%; with 50% employer match about $117,143 at 4% or $78,095 at 6%; with 100% employer match about $87,857 at 4% or $58,571 at 6%. |
| Umezdc 401K Plan | - | 28 | $921,893 | $196,800 | $7,029iApproximate average salary by contribution assumption: employee only about $175,714 at 4% or $117,143 at 6%; with 50% employer match about $117,143 at 4% or $78,095 at 6%; with 100% employer match about $87,857 at 4% or $58,571 at 6%. |
| 2005 | 1 | 31 | $838,924 | $184,100 | $5,939iApproximate average salary by contribution assumption: employee only about $148,468 at 4% or $98,978 at 6%; with 50% employer match about $98,978 at 4% or $65,986 at 6%; with 100% employer match about $74,234 at 4% or $49,489 at 6%. |
| Umezdc 401K Plan | - | 31 | $838,924 | $184,100 | $5,939iApproximate average salary by contribution assumption: employee only about $148,468 at 4% or $98,978 at 6%; with 50% employer match about $98,978 at 4% or $65,986 at 6%; with 100% employer match about $74,234 at 4% or $49,489 at 6%. |
| 2004 | 1 | 31 | $731,081 | $174,743 | $5,637iApproximate average salary by contribution assumption: employee only about $140,922 at 4% or $93,948 at 6%; with 50% employer match about $93,948 at 4% or $62,632 at 6%; with 100% employer match about $70,461 at 4% or $46,974 at 6%. |
| Umezdc 401K Plan | - | 31 | $731,081 | $174,743 | $5,637iApproximate average salary by contribution assumption: employee only about $140,922 at 4% or $93,948 at 6%; with 50% employer match about $93,948 at 4% or $62,632 at 6%; with 100% employer match about $70,461 at 4% or $46,974 at 6%. |
| 2003 | 1 | 40 | $552,599 | $193,009 | $4,825iApproximate average salary by contribution assumption: employee only about $120,631 at 4% or $80,420 at 6%; with 50% employer match about $80,420 at 4% or $53,614 at 6%; with 100% employer match about $60,315 at 4% or $40,210 at 6%. |
| Umezdc 401K Plan | - | 40 | $552,599 | $193,009 | $4,825iApproximate average salary by contribution assumption: employee only about $120,631 at 4% or $80,420 at 6%; with 50% employer match about $80,420 at 4% or $53,614 at 6%; with 100% employer match about $60,315 at 4% or $40,210 at 6%. |
| 2002 | 1 | 50 | $511,710 | $274,676 | $5,494iApproximate average salary by contribution assumption: employee only about $137,338 at 4% or $91,559 at 6%; with 50% employer match about $91,559 at 4% or $61,039 at 6%; with 100% employer match about $68,669 at 4% or $45,779 at 6%. |
| Umezdc 401K Plan | - | 50 | $511,710 | $274,676 | $5,494iApproximate average salary by contribution assumption: employee only about $137,338 at 4% or $91,559 at 6%; with 50% employer match about $91,559 at 4% or $61,039 at 6%; with 100% employer match about $68,669 at 4% or $45,779 at 6%. |
| 2001 | 1 | 76 | $0 | $0 | - |
| Umezdc 401K Plan | - | 76 | - | - | - |
| 2000 | 1 | 51 | $0 | $0 | - |
| Umezdc 401K Plan | - | 51 | - | - | - |
| 1999 | 1 | 49 | $234,593 | $85,184 | $1,738iApproximate average salary by contribution assumption: employee only about $43,461 at 4% or $28,974 at 6%; with 50% employer match about $28,974 at 4% or $19,316 at 6%; with 100% employer match about $21,731 at 4% or $14,487 at 6%. |
| Umezdc 401K Plan | - | 49 | $234,593 | $85,184 | $1,738iApproximate average salary by contribution assumption: employee only about $43,461 at 4% or $28,974 at 6%; with 50% employer match about $28,974 at 4% or $19,316 at 6%; with 100% employer match about $21,731 at 4% or $14,487 at 6%. |