Civic Intelligence

Ultimate Financial Solutions LLC

Plan context: Ultimate Financial Solutions LLC 401(K) Plan

EIN 20-2470419 • The Villages, FL • 9 filings • 5 plans

3345 Countryside PathThe Villages, FL 32163-2433
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$3,849

2014 Contributions

$4,875

Historical Graphs

Total Assets Over Time

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

$250,977$125,489$0200520102014YearValue
$3,849Latest year 2014

Participants Over Time

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

740200520102014YearValue
2Latest year 2014

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
201412$3,849$0-
Ultimate Financial Solutions LLC 401(K) Plan-2$3,849$0-
201313$6,447$4,875$1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-3$6,447$4,875$1,625iApproximate average salary by contribution assumption: employee only about $40,625 at 4% or $27,083 at 6%; with 50% employer match about $27,083 at 4% or $18,056 at 6%; with 100% employer match about $20,313 at 4% or $13,542 at 6%.
201217$250,977$42,241$6,034iApproximate average salary by contribution assumption: employee only about $150,861 at 4% or $100,574 at 6%; with 50% employer match about $100,574 at 4% or $67,049 at 6%; with 100% employer match about $75,430 at 4% or $50,287 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-7$250,977$42,241$6,034iApproximate average salary by contribution assumption: employee only about $150,861 at 4% or $100,574 at 6%; with 50% employer match about $100,574 at 4% or $67,049 at 6%; with 100% employer match about $75,430 at 4% or $50,287 at 6%.
201116$187,365$52,510$8,752iApproximate average salary by contribution assumption: employee only about $218,792 at 4% or $145,861 at 6%; with 50% employer match about $145,861 at 4% or $97,241 at 6%; with 100% employer match about $109,396 at 4% or $72,931 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-6$187,365$52,510$8,752iApproximate average salary by contribution assumption: employee only about $218,792 at 4% or $145,861 at 6%; with 50% employer match about $145,861 at 4% or $97,241 at 6%; with 100% employer match about $109,396 at 4% or $72,931 at 6%.
201016$138,886$30,241$5,040iApproximate average salary by contribution assumption: employee only about $126,004 at 4% or $84,003 at 6%; with 50% employer match about $84,003 at 4% or $56,002 at 6%; with 100% employer match about $63,002 at 4% or $42,001 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-6$138,886$30,241$5,040iApproximate average salary by contribution assumption: employee only about $126,004 at 4% or $84,003 at 6%; with 50% employer match about $84,003 at 4% or $56,002 at 6%; with 100% employer match about $63,002 at 4% or $42,001 at 6%.
200913$105,252$21,695$7,232iApproximate average salary by contribution assumption: employee only about $180,792 at 4% or $120,528 at 6%; with 50% employer match about $120,528 at 4% or $80,352 at 6%; with 100% employer match about $90,396 at 4% or $60,264 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-3$105,252$21,695$7,232iApproximate average salary by contribution assumption: employee only about $180,792 at 4% or $120,528 at 6%; with 50% employer match about $120,528 at 4% or $80,352 at 6%; with 100% employer match about $90,396 at 4% or $60,264 at 6%.
200816$59,868$25,623$4,271iApproximate average salary by contribution assumption: employee only about $106,763 at 4% or $71,175 at 6%; with 50% employer match about $71,175 at 4% or $47,450 at 6%; with 100% employer match about $53,381 at 4% or $35,588 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-6$59,868$25,623$4,271iApproximate average salary by contribution assumption: employee only about $106,763 at 4% or $71,175 at 6%; with 50% employer match about $71,175 at 4% or $47,450 at 6%; with 100% employer match about $53,381 at 4% or $35,588 at 6%.
200716$69,879$27,289$4,548iApproximate average salary by contribution assumption: employee only about $113,704 at 4% or $75,803 at 6%; with 50% employer match about $75,803 at 4% or $50,535 at 6%; with 100% employer match about $56,852 at 4% or $37,901 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-6$69,879$27,289$4,548iApproximate average salary by contribution assumption: employee only about $113,704 at 4% or $75,803 at 6%; with 50% employer match about $75,803 at 4% or $50,535 at 6%; with 100% employer match about $56,852 at 4% or $37,901 at 6%.
200513$7,202$7,087$2,362iApproximate average salary by contribution assumption: employee only about $59,058 at 4% or $39,372 at 6%; with 50% employer match about $39,372 at 4% or $26,248 at 6%; with 100% employer match about $29,529 at 4% or $19,686 at 6%.
Ultimate Financial Solutions LLC 401(K) Plan-3$7,202$7,087$2,362iApproximate average salary by contribution assumption: employee only about $59,058 at 4% or $39,372 at 6%; with 50% employer match about $39,372 at 4% or $26,248 at 6%; with 100% employer match about $29,529 at 4% or $19,686 at 6%.