Ungerer & Company
Plan context: Ungerer & Company 401K Savings Plan
EIN 13-5455980 • Lincoln Park, NJ • 72 filings • 13 plans
Current Snapshot
Latest Year
2023
2023 Participants
191
2023 Assets
$19,529,703
2023 Contributions
$1,377,954
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $1,377,954 | - |
| Ungerer & Company 401K Savings Plan | - | 0 | - | $1,377,954 | - |
| 2022 | 2 | 191 | $19,529,703 | $1,526,644 | $7,993iApproximate average salary by contribution assumption: employee only about $199,823 at 4% or $133,215 at 6%; with 50% employer match about $133,215 at 4% or $88,810 at 6%; with 100% employer match about $99,911 at 4% or $66,608 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 186 | $19,529,703 | $1,526,644 | $8,208iApproximate average salary by contribution assumption: employee only about $205,194 at 4% or $136,796 at 6%; with 50% employer match about $136,796 at 4% or $91,197 at 6%; with 100% employer match about $102,597 at 4% or $68,398 at 6%. |
| UNGERER & COMPANY WELFARE BENEFIT PLANS | - | 191 | - | - | - |
| 2021 | 2 | 244 | $30,410,142 | $1,722,498 | $7,059iApproximate average salary by contribution assumption: employee only about $176,485 at 4% or $117,657 at 6%; with 50% employer match about $117,657 at 4% or $78,438 at 6%; with 100% employer match about $88,243 at 4% or $58,828 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 218 | $30,410,142 | $1,722,498 | $7,901iApproximate average salary by contribution assumption: employee only about $197,534 at 4% or $131,689 at 6%; with 50% employer match about $131,689 at 4% or $87,793 at 6%; with 100% employer match about $98,767 at 4% or $65,845 at 6%. |
| UNGERER & COMPANY WELFARE BENEFIT PLANS | - | 244 | - | - | - |
| 2020 | 2 | 232 | $33,948,768 | $2,092,069 | $9,018iApproximate average salary by contribution assumption: employee only about $225,438 at 4% or $150,292 at 6%; with 50% employer match about $150,292 at 4% or $100,195 at 6%; with 100% employer match about $112,719 at 4% or $75,146 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 227 | $33,948,768 | $2,092,069 | $9,216iApproximate average salary by contribution assumption: employee only about $230,404 at 4% or $153,603 at 6%; with 50% employer match about $153,603 at 4% or $102,402 at 6%; with 100% employer match about $115,202 at 4% or $76,801 at 6%. |
| UNGERER & COMPANY WELFARE BENEFIT PLANS | - | 232 | - | - | - |
| 2019 | 2 | 268 | $33,263,093 | $2,076,206 | $7,747iApproximate average salary by contribution assumption: employee only about $193,676 at 4% or $129,117 at 6%; with 50% employer match about $129,117 at 4% or $86,078 at 6%; with 100% employer match about $96,838 at 4% or $64,559 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 260 | $33,263,093 | $2,076,206 | $7,985iApproximate average salary by contribution assumption: employee only about $199,635 at 4% or $133,090 at 6%; with 50% employer match about $133,090 at 4% or $88,727 at 6%; with 100% employer match about $99,818 at 4% or $66,545 at 6%. |
| UNGERER & COMPANY WELFARE BENEFIT PLANS | - | 268 | - | - | - |
| 2018 | 2 | 267 | $25,995,303 | $1,979,587 | $7,414iApproximate average salary by contribution assumption: employee only about $185,355 at 4% or $123,570 at 6%; with 50% employer match about $123,570 at 4% or $82,380 at 6%; with 100% employer match about $92,677 at 4% or $61,785 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 256 | $25,995,303 | $1,979,587 | $7,733iApproximate average salary by contribution assumption: employee only about $193,319 at 4% or $128,879 at 6%; with 50% employer match about $128,879 at 4% or $85,920 at 6%; with 100% employer match about $96,660 at 4% or $64,440 at 6%. |
| UNGERER & COMPANY WELFARE BENEFIT PLANS | - | 267 | - | - | - |
| 2017 | 4 | 250 | $26,994,374 | $2,045,186 | $8,181iApproximate average salary by contribution assumption: employee only about $204,519 at 4% or $136,346 at 6%; with 50% employer match about $136,346 at 4% or $90,897 at 6%; with 100% employer match about $102,259 at 4% or $68,173 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 250 | $26,994,374 | $2,045,186 | $8,181iApproximate average salary by contribution assumption: employee only about $204,519 at 4% or $136,346 at 6%; with 50% employer match about $136,346 at 4% or $90,897 at 6%; with 100% employer match about $102,259 at 4% or $68,173 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 0 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 0 | - | - | - |
| Ungerer & Company Dental Benefits Plan | - | 0 | - | - | - |
| 2016 | 4 | 236 | $22,851,504 | $1,615,154 | $6,844iApproximate average salary by contribution assumption: employee only about $171,097 at 4% or $114,065 at 6%; with 50% employer match about $114,065 at 4% or $76,043 at 6%; with 100% employer match about $85,548 at 4% or $57,032 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 236 | $22,851,504 | $1,615,154 | $6,844iApproximate average salary by contribution assumption: employee only about $171,097 at 4% or $114,065 at 6%; with 50% employer match about $114,065 at 4% or $76,043 at 6%; with 100% employer match about $85,548 at 4% or $57,032 at 6%. |
| Ungerer & Company Dental Benefits Plan | - | 181 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 185 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 232 | - | - | - |
| 2015 | 4 | 245 | $20,043,366 | $1,783,656 | $7,280iApproximate average salary by contribution assumption: employee only about $182,006 at 4% or $121,337 at 6%; with 50% employer match about $121,337 at 4% or $80,891 at 6%; with 100% employer match about $91,003 at 4% or $60,669 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 224 | $20,043,366 | $1,783,656 | $7,963iApproximate average salary by contribution assumption: employee only about $199,069 at 4% or $132,713 at 6%; with 50% employer match about $132,713 at 4% or $88,475 at 6%; with 100% employer match about $99,534 at 4% or $66,356 at 6%. |
| Ungerer & Company Dental Benefits Plan | - | 175 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 178 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 245 | - | - | - |
| 2014 | 4 | 284 | $20,381,324 | $1,433,045 | $5,046iApproximate average salary by contribution assumption: employee only about $126,148 at 4% or $84,099 at 6%; with 50% employer match about $84,099 at 4% or $56,066 at 6%; with 100% employer match about $63,074 at 4% or $42,049 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 226 | $20,381,324 | $1,433,045 | $6,341iApproximate average salary by contribution assumption: employee only about $158,523 at 4% or $105,682 at 6%; with 50% employer match about $105,682 at 4% or $70,455 at 6%; with 100% employer match about $79,261 at 4% or $52,841 at 6%. |
| Ungerer & Company Dental Benefits Plan | - | 175 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 284 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 240 | - | - | - |
| 2013 | 3 | 227 | $19,380,825 | $1,209,461 | $5,328iApproximate average salary by contribution assumption: employee only about $133,201 at 4% or $88,800 at 6%; with 50% employer match about $88,800 at 4% or $59,200 at 6%; with 100% employer match about $66,600 at 4% or $44,400 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 220 | $19,380,825 | $1,209,461 | $5,498iApproximate average salary by contribution assumption: employee only about $137,439 at 4% or $91,626 at 6%; with 50% employer match about $91,626 at 4% or $61,084 at 6%; with 100% employer match about $68,719 at 4% or $45,813 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 211 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 227 | - | - | - |
| 2012 | 3 | 215 | $16,238,854 | $1,177,255 | $5,476iApproximate average salary by contribution assumption: employee only about $136,890 at 4% or $91,260 at 6%; with 50% employer match about $91,260 at 4% or $60,840 at 6%; with 100% employer match about $68,445 at 4% or $45,630 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 212 | $16,238,854 | $1,177,255 | $5,553iApproximate average salary by contribution assumption: employee only about $138,827 at 4% or $92,551 at 6%; with 50% employer match about $92,551 at 4% or $61,701 at 6%; with 100% employer match about $69,414 at 4% or $46,276 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 215 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 215 | - | - | - |
| 2011 | 3 | 216 | $14,750,873 | $1,192,704 | $5,522iApproximate average salary by contribution assumption: employee only about $138,044 at 4% or $92,030 at 6%; with 50% employer match about $92,030 at 4% or $61,353 at 6%; with 100% employer match about $69,022 at 4% or $46,015 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 213 | $14,750,873 | $1,192,704 | $5,600iApproximate average salary by contribution assumption: employee only about $139,989 at 4% or $93,326 at 6%; with 50% employer match about $93,326 at 4% or $62,217 at 6%; with 100% employer match about $69,994 at 4% or $46,663 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 158 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 216 | - | - | - |
| 2010 | 3 | 204 | $15,092,774 | $1,127,823 | $5,529iApproximate average salary by contribution assumption: employee only about $138,214 at 4% or $92,142 at 6%; with 50% employer match about $92,142 at 4% or $61,428 at 6%; with 100% employer match about $69,107 at 4% or $46,071 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 192 | $15,092,774 | $1,127,823 | $5,874iApproximate average salary by contribution assumption: employee only about $146,852 at 4% or $97,901 at 6%; with 50% employer match about $97,901 at 4% or $65,268 at 6%; with 100% employer match about $73,426 at 4% or $48,951 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 203 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 204 | - | - | - |
| 2009 | 3 | 204 | $12,439,583 | $1,277,277 | $6,261iApproximate average salary by contribution assumption: employee only about $156,529 at 4% or $104,353 at 6%; with 50% employer match about $104,353 at 4% or $69,568 at 6%; with 100% employer match about $78,265 at 4% or $52,176 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 195 | $12,439,583 | $1,277,277 | $6,550iApproximate average salary by contribution assumption: employee only about $163,753 at 4% or $109,169 at 6%; with 50% employer match about $109,169 at 4% or $72,779 at 6%; with 100% employer match about $81,877 at 4% or $54,584 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 203 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 204 | - | - | - |
| 2008 | 3 | 199 | $9,943,601 | $1,427,541 | $7,174iApproximate average salary by contribution assumption: employee only about $179,339 at 4% or $119,560 at 6%; with 50% employer match about $119,560 at 4% or $79,706 at 6%; with 100% employer match about $89,670 at 4% or $59,780 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 185 | $9,943,601 | $1,427,541 | $7,716iApproximate average salary by contribution assumption: employee only about $192,911 at 4% or $128,607 at 6%; with 50% employer match about $128,607 at 4% or $85,738 at 6%; with 100% employer match about $96,455 at 4% or $64,304 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 157 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 199 | - | - | - |
| 2007 | 3 | 200 | $13,409,774 | $1,226,387 | $6,132iApproximate average salary by contribution assumption: employee only about $153,298 at 4% or $102,199 at 6%; with 50% employer match about $102,199 at 4% or $68,133 at 6%; with 100% employer match about $76,649 at 4% or $51,099 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 192 | $13,409,774 | $1,226,387 | $6,387iApproximate average salary by contribution assumption: employee only about $159,686 at 4% or $106,457 at 6%; with 50% employer match about $106,457 at 4% or $70,971 at 6%; with 100% employer match about $79,843 at 4% or $53,229 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 160 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 200 | - | - | - |
| 2006 | 3 | 201 | $12,400,941 | $1,176,010 | $5,851iApproximate average salary by contribution assumption: employee only about $146,270 at 4% or $97,513 at 6%; with 50% employer match about $97,513 at 4% or $65,009 at 6%; with 100% employer match about $73,135 at 4% or $48,757 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 191 | $12,400,941 | $1,176,010 | $6,157iApproximate average salary by contribution assumption: employee only about $153,928 at 4% or $102,619 at 6%; with 50% employer match about $102,619 at 4% or $68,412 at 6%; with 100% employer match about $76,964 at 4% or $51,309 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 201 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 156 | - | - | - |
| 2005 | 3 | 197 | $9,986,420 | $1,200,183 | $6,092iApproximate average salary by contribution assumption: employee only about $152,307 at 4% or $101,538 at 6%; with 50% employer match about $101,538 at 4% or $67,692 at 6%; with 100% employer match about $76,154 at 4% or $50,769 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 196 | $9,986,420 | $1,200,183 | $6,123iApproximate average salary by contribution assumption: employee only about $153,085 at 4% or $102,056 at 6%; with 50% employer match about $102,056 at 4% or $68,038 at 6%; with 100% employer match about $76,542 at 4% or $51,028 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 197 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 163 | - | - | - |
| 2004 | 3 | 189 | $8,914,588 | $962,452 | $5,092iApproximate average salary by contribution assumption: employee only about $127,308 at 4% or $84,872 at 6%; with 50% employer match about $84,872 at 4% or $56,582 at 6%; with 100% employer match about $63,654 at 4% or $42,436 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 184 | $8,914,588 | $962,452 | $5,231iApproximate average salary by contribution assumption: employee only about $130,768 at 4% or $87,179 at 6%; with 50% employer match about $87,179 at 4% or $58,119 at 6%; with 100% employer match about $65,384 at 4% or $43,589 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 169 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 189 | - | - | - |
| 2003 | 3 | 185 | $7,681,689 | $867,645 | $4,690iApproximate average salary by contribution assumption: employee only about $117,249 at 4% or $78,166 at 6%; with 50% employer match about $78,166 at 4% or $52,111 at 6%; with 100% employer match about $58,625 at 4% or $39,083 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 181 | $7,681,689 | $867,645 | $4,794iApproximate average salary by contribution assumption: employee only about $119,840 at 4% or $79,894 at 6%; with 50% employer match about $79,894 at 4% or $53,262 at 6%; with 100% employer match about $59,920 at 4% or $39,947 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 185 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 146 | - | - | - |
| 2002 | 3 | 182 | $6,228,817 | $918,478 | $5,047iApproximate average salary by contribution assumption: employee only about $126,165 at 4% or $84,110 at 6%; with 50% employer match about $84,110 at 4% or $56,073 at 6%; with 100% employer match about $63,082 at 4% or $42,055 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 168 | $6,228,817 | $918,478 | $5,467iApproximate average salary by contribution assumption: employee only about $136,678 at 4% or $91,119 at 6%; with 50% employer match about $91,119 at 4% or $60,746 at 6%; with 100% employer match about $68,339 at 4% or $45,559 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 182 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 155 | - | - | - |
| 2001 | 3 | 179 | $6,383,627 | $731,856 | $4,089iApproximate average salary by contribution assumption: employee only about $102,215 at 4% or $68,143 at 6%; with 50% employer match about $68,143 at 4% or $45,429 at 6%; with 100% employer match about $51,107 at 4% or $34,072 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 169 | $6,383,627 | $731,856 | $4,331iApproximate average salary by contribution assumption: employee only about $108,263 at 4% or $72,175 at 6%; with 50% employer match about $72,175 at 4% or $48,117 at 6%; with 100% employer match about $54,131 at 4% or $36,088 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 179 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 179 | - | - | - |
| 2000 | 3 | 176 | $6,597,876 | $634,516 | $3,605iApproximate average salary by contribution assumption: employee only about $90,130 at 4% or $60,087 at 6%; with 50% employer match about $60,087 at 4% or $40,058 at 6%; with 100% employer match about $45,065 at 4% or $30,043 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 174 | $6,597,876 | $634,516 | $3,647iApproximate average salary by contribution assumption: employee only about $91,166 at 4% or $60,777 at 6%; with 50% employer match about $60,777 at 4% or $40,518 at 6%; with 100% employer match about $45,583 at 4% or $30,389 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 158 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 176 | - | - | - |
| 1999 | 3 | 158 | $6,007,888 | $696,810 | $4,410iApproximate average salary by contribution assumption: employee only about $110,255 at 4% or $73,503 at 6%; with 50% employer match about $73,503 at 4% or $49,002 at 6%; with 100% employer match about $55,127 at 4% or $36,752 at 6%. |
| Ungerer & Company 401K Savings Plan | - | 155 | $6,007,888 | $696,810 | $4,496iApproximate average salary by contribution assumption: employee only about $112,389 at 4% or $74,926 at 6%; with 50% employer match about $74,926 at 4% or $49,951 at 6%; with 100% employer match about $56,194 at 4% or $37,463 at 6%. |
| Ungerer & Company Group Insurance Plan | - | 149 | - | - | - |
| Ungerer & Company Group Insurance Plan | - | 158 | - | - | - |