Civic Intelligence

Ultara Holdings Inc.

Plan context: Ultara Holdings Inc. Employee Stock Ownership Plan

EIN 20-0129314 • Dallas, TX • 10 filings • 3 plans

2307 Springlake Road Suite 516Dallas, TX 75234-5890
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$17,215,902

2024 Contributions

$2,442,905

Historical Graphs

Total Assets Over Time

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

$19,027,575$9,513,788$0201920222024YearValue
$17,215,902Latest year 2024

Participants Over Time

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

97490201920222024YearValue
78Latest year 2024

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
2024278$17,215,902$2,442,905$31,319iApproximate average salary by contribution assumption: employee only about $782,982 at 4% or $521,988 at 6%; with 50% employer match about $521,988 at 4% or $347,992 at 6%; with 100% employer match about $391,491 at 4% or $260,994 at 6%.
Ultara Holdings Inc. Employee Stock Ownership Plan-57$9,448,999$1,602,185$28,109iApproximate average salary by contribution assumption: employee only about $702,713 at 4% or $468,475 at 6%; with 50% employer match about $468,475 at 4% or $312,317 at 6%; with 100% employer match about $351,356 at 4% or $234,238 at 6%.
ULTARA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN-78$7,766,903$840,720$10,778iApproximate average salary by contribution assumption: employee only about $269,462 at 4% or $179,641 at 6%; with 50% employer match about $179,641 at 4% or $119,761 at 6%; with 100% employer match about $134,731 at 4% or $89,821 at 6%.
2023283$15,695,416$2,457,191$29,605iApproximate average salary by contribution assumption: employee only about $740,118 at 4% or $493,412 at 6%; with 50% employer match about $493,412 at 4% or $328,941 at 6%; with 100% employer match about $370,059 at 4% or $246,706 at 6%.
Ultara Holdings Inc. Employee Stock Ownership Plan-61$9,357,603$1,739,158$28,511iApproximate average salary by contribution assumption: employee only about $712,770 at 4% or $475,180 at 6%; with 50% employer match about $475,180 at 4% or $316,787 at 6%; with 100% employer match about $356,385 at 4% or $237,590 at 6%.
ULTARA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN-83$6,337,813$718,033$8,651iApproximate average salary by contribution assumption: employee only about $216,275 at 4% or $144,183 at 6%; with 50% employer match about $144,183 at 4% or $96,122 at 6%; with 100% employer match about $108,138 at 4% or $72,092 at 6%.
2022270$19,027,575$2,472,414$35,320iApproximate average salary by contribution assumption: employee only about $883,005 at 4% or $588,670 at 6%; with 50% employer match about $588,670 at 4% or $392,447 at 6%; with 100% employer match about $441,502 at 4% or $294,335 at 6%.
Ultara Holdings Inc. Employee Stock Ownership Plan-63$13,795,069$1,739,158$27,606iApproximate average salary by contribution assumption: employee only about $690,142 at 4% or $460,095 at 6%; with 50% employer match about $460,095 at 4% or $306,730 at 6%; with 100% employer match about $345,071 at 4% or $230,047 at 6%.
ULTARA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN-70$5,232,506$733,256$10,475iApproximate average salary by contribution assumption: employee only about $261,877 at 4% or $174,585 at 6%; with 50% employer match about $174,585 at 4% or $116,390 at 6%; with 100% employer match about $130,939 at 4% or $87,292 at 6%.
2021296$6,617,663$694,686$7,236iApproximate average salary by contribution assumption: employee only about $180,908 at 4% or $120,605 at 6%; with 50% employer match about $120,605 at 4% or $80,403 at 6%; with 100% employer match about $90,454 at 4% or $60,303 at 6%.
ULTARA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-71$6,617,663$694,686$9,784iApproximate average salary by contribution assumption: employee only about $244,608 at 4% or $163,072 at 6%; with 50% employer match about $163,072 at 4% or $108,715 at 6%; with 100% employer match about $122,304 at 4% or $81,536 at 6%.
Ultara Holdings Inc. Employee Stock Ownership Plan-96---
2020177$7,143,450$642,986$8,350iApproximate average salary by contribution assumption: employee only about $208,762 at 4% or $139,174 at 6%; with 50% employer match about $139,174 at 4% or $92,783 at 6%; with 100% employer match about $104,381 at 4% or $69,587 at 6%.
ULTARA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-77$7,143,450$642,986$8,350iApproximate average salary by contribution assumption: employee only about $208,762 at 4% or $139,174 at 6%; with 50% employer match about $139,174 at 4% or $92,783 at 6%; with 100% employer match about $104,381 at 4% or $69,587 at 6%.
2019197$6,498,052$591,095$6,094iApproximate average salary by contribution assumption: employee only about $152,344 at 4% or $101,563 at 6%; with 50% employer match about $101,563 at 4% or $67,708 at 6%; with 100% employer match about $76,172 at 4% or $50,781 at 6%.
ULTARA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN AND TRUST-97$6,498,052$591,095$6,094iApproximate average salary by contribution assumption: employee only about $152,344 at 4% or $101,563 at 6%; with 50% employer match about $101,563 at 4% or $67,708 at 6%; with 100% employer match about $76,172 at 4% or $50,781 at 6%.