Civic Intelligence

Utg Inc.

Plan context: Utg Inc. 401K Plan

EIN 20-2907892 • Stanford, KY • 20 filings • 3 plans

205 North Depot StreetStanford, KY 40484
Current Snapshot

Latest Year

2024

2024 Participants

81

2024 Assets

$6,775,234

2024 Contributions

$408,548

Historical Graphs

Total Assets Over Time

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

$6,775,234$3,387,617$0200520152024YearValue
$6,775,234Latest year 2024

Participants Over Time

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

120600200520152024YearValue
81Latest 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
2024181$6,775,234$408,548$5,044iApproximate average salary by contribution assumption: employee only about $126,095 at 4% or $84,063 at 6%; with 50% employer match about $84,063 at 4% or $56,042 at 6%; with 100% employer match about $63,048 at 4% or $42,032 at 6%.
Utg Inc. 401K Plan-81$6,775,234$408,548$5,044iApproximate average salary by contribution assumption: employee only about $126,095 at 4% or $84,063 at 6%; with 50% employer match about $84,063 at 4% or $56,042 at 6%; with 100% employer match about $63,048 at 4% or $42,032 at 6%.
2023182$5,463,314$455,683$5,557iApproximate average salary by contribution assumption: employee only about $138,928 at 4% or $92,618 at 6%; with 50% employer match about $92,618 at 4% or $61,746 at 6%; with 100% employer match about $69,464 at 4% or $46,309 at 6%.
Utg Inc. 401K Plan-82$5,463,314$455,683$5,557iApproximate average salary by contribution assumption: employee only about $138,928 at 4% or $92,618 at 6%; with 50% employer match about $92,618 at 4% or $61,746 at 6%; with 100% employer match about $69,464 at 4% or $46,309 at 6%.
2022180$5,348,592$386,290$4,829iApproximate average salary by contribution assumption: employee only about $120,716 at 4% or $80,477 at 6%; with 50% employer match about $80,477 at 4% or $53,651 at 6%; with 100% employer match about $60,358 at 4% or $40,239 at 6%.
Utg Inc. 401K Plan-80$5,348,592$386,290$4,829iApproximate average salary by contribution assumption: employee only about $120,716 at 4% or $80,477 at 6%; with 50% employer match about $80,477 at 4% or $53,651 at 6%; with 100% employer match about $60,358 at 4% or $40,239 at 6%.
20211120$5,354,341$339,163$2,826iApproximate average salary by contribution assumption: employee only about $70,659 at 4% or $47,106 at 6%; with 50% employer match about $47,106 at 4% or $31,404 at 6%; with 100% employer match about $35,329 at 4% or $23,553 at 6%.
Utg Inc. 401K Plan-120$5,354,341$339,163$2,826iApproximate average salary by contribution assumption: employee only about $70,659 at 4% or $47,106 at 6%; with 50% employer match about $47,106 at 4% or $31,404 at 6%; with 100% employer match about $35,329 at 4% or $23,553 at 6%.
2020182$4,244,542$281,593$3,434iApproximate average salary by contribution assumption: employee only about $85,852 at 4% or $57,234 at 6%; with 50% employer match about $57,234 at 4% or $38,156 at 6%; with 100% employer match about $42,926 at 4% or $28,617 at 6%.
Utg Inc. 401K Plan-82$4,244,542$281,593$3,434iApproximate average salary by contribution assumption: employee only about $85,852 at 4% or $57,234 at 6%; with 50% employer match about $57,234 at 4% or $38,156 at 6%; with 100% employer match about $42,926 at 4% or $28,617 at 6%.
2019193$3,617,580$289,207$3,110iApproximate average salary by contribution assumption: employee only about $77,744 at 4% or $51,829 at 6%; with 50% employer match about $51,829 at 4% or $34,553 at 6%; with 100% employer match about $38,872 at 4% or $25,915 at 6%.
Utg Inc. 401K Plan-93$3,617,580$289,207$3,110iApproximate average salary by contribution assumption: employee only about $77,744 at 4% or $51,829 at 6%; with 50% employer match about $51,829 at 4% or $34,553 at 6%; with 100% employer match about $38,872 at 4% or $25,915 at 6%.
2018192$2,682,127$171,257$1,861iApproximate average salary by contribution assumption: employee only about $46,537 at 4% or $31,025 at 6%; with 50% employer match about $31,025 at 4% or $20,683 at 6%; with 100% employer match about $23,269 at 4% or $15,512 at 6%.
Utg Inc. 401K Plan-92$2,682,127$171,257$1,861iApproximate average salary by contribution assumption: employee only about $46,537 at 4% or $31,025 at 6%; with 50% employer match about $31,025 at 4% or $20,683 at 6%; with 100% employer match about $23,269 at 4% or $15,512 at 6%.
2017166$3,135,640$169,565$2,569iApproximate average salary by contribution assumption: employee only about $64,229 at 4% or $42,819 at 6%; with 50% employer match about $42,819 at 4% or $28,546 at 6%; with 100% employer match about $32,115 at 4% or $21,410 at 6%.
Utg Inc. 401K Plan-66$3,135,640$169,565$2,569iApproximate average salary by contribution assumption: employee only about $64,229 at 4% or $42,819 at 6%; with 50% employer match about $42,819 at 4% or $28,546 at 6%; with 100% employer match about $32,115 at 4% or $21,410 at 6%.
2016156$3,348,345$190,425$3,400iApproximate average salary by contribution assumption: employee only about $85,011 at 4% or $56,674 at 6%; with 50% employer match about $56,674 at 4% or $37,783 at 6%; with 100% employer match about $42,506 at 4% or $28,337 at 6%.
Utg Inc. 401K Plan-56$3,348,345$190,425$3,400iApproximate average salary by contribution assumption: employee only about $85,011 at 4% or $56,674 at 6%; with 50% employer match about $56,674 at 4% or $37,783 at 6%; with 100% employer match about $42,506 at 4% or $28,337 at 6%.
2015155$3,334,433$183,142$3,330iApproximate average salary by contribution assumption: employee only about $83,246 at 4% or $55,498 at 6%; with 50% employer match about $55,498 at 4% or $36,998 at 6%; with 100% employer match about $41,623 at 4% or $27,749 at 6%.
Utg Inc. 401K Plan-55$3,334,433$183,142$3,330iApproximate average salary by contribution assumption: employee only about $83,246 at 4% or $55,498 at 6%; with 50% employer match about $55,498 at 4% or $36,998 at 6%; with 100% employer match about $41,623 at 4% or $27,749 at 6%.
2014169$3,698,513$204,341$2,961iApproximate average salary by contribution assumption: employee only about $74,037 at 4% or $49,358 at 6%; with 50% employer match about $49,358 at 4% or $32,905 at 6%; with 100% employer match about $37,018 at 4% or $24,679 at 6%.
Utg Inc. 401K Plan-69$3,698,513$204,341$2,961iApproximate average salary by contribution assumption: employee only about $74,037 at 4% or $49,358 at 6%; with 50% employer match about $49,358 at 4% or $32,905 at 6%; with 100% employer match about $37,018 at 4% or $24,679 at 6%.
2013191$3,398,085$215,954$2,373iApproximate average salary by contribution assumption: employee only about $59,328 at 4% or $39,552 at 6%; with 50% employer match about $39,552 at 4% or $26,368 at 6%; with 100% employer match about $29,664 at 4% or $19,776 at 6%.
Utg Inc. 401K Plan-91$3,398,085$215,954$2,373iApproximate average salary by contribution assumption: employee only about $59,328 at 4% or $39,552 at 6%; with 50% employer match about $39,552 at 4% or $26,368 at 6%; with 100% employer match about $29,664 at 4% or $19,776 at 6%.
2012186$2,712,904$200,401$2,330iApproximate average salary by contribution assumption: employee only about $58,256 at 4% or $38,837 at 6%; with 50% employer match about $38,837 at 4% or $25,892 at 6%; with 100% employer match about $29,128 at 4% or $19,419 at 6%.
Utg Inc. 401K Plan-86$2,712,904$200,401$2,330iApproximate average salary by contribution assumption: employee only about $58,256 at 4% or $38,837 at 6%; with 50% employer match about $38,837 at 4% or $25,892 at 6%; with 100% employer match about $29,128 at 4% or $19,419 at 6%.
2011185$2,450,569$180,691$2,126iApproximate average salary by contribution assumption: employee only about $53,144 at 4% or $35,430 at 6%; with 50% employer match about $35,430 at 4% or $23,620 at 6%; with 100% employer match about $26,572 at 4% or $17,715 at 6%.
Utg Inc. 401K Plan-85$2,450,569$180,691$2,126iApproximate average salary by contribution assumption: employee only about $53,144 at 4% or $35,430 at 6%; with 50% employer match about $35,430 at 4% or $23,620 at 6%; with 100% employer match about $26,572 at 4% or $17,715 at 6%.
2010184$2,510,921$148,703$1,770iApproximate average salary by contribution assumption: employee only about $44,257 at 4% or $29,505 at 6%; with 50% employer match about $29,505 at 4% or $19,670 at 6%; with 100% employer match about $22,128 at 4% or $14,752 at 6%.
Utg Inc. 401K Plan-84$2,510,921$148,703$1,770iApproximate average salary by contribution assumption: employee only about $44,257 at 4% or $29,505 at 6%; with 50% employer match about $29,505 at 4% or $19,670 at 6%; with 100% employer match about $22,128 at 4% or $14,752 at 6%.
2009177$2,189,371$151,390$1,966iApproximate average salary by contribution assumption: employee only about $49,153 at 4% or $32,768 at 6%; with 50% employer match about $32,768 at 4% or $21,846 at 6%; with 100% employer match about $24,576 at 4% or $16,384 at 6%.
Utg Inc. 401K Plan-77$2,189,371$151,390$1,966iApproximate average salary by contribution assumption: employee only about $49,153 at 4% or $32,768 at 6%; with 50% employer match about $32,768 at 4% or $21,846 at 6%; with 100% employer match about $24,576 at 4% or $16,384 at 6%.
2008172$1,821,737$219,913$3,054iApproximate average salary by contribution assumption: employee only about $76,359 at 4% or $50,906 at 6%; with 50% employer match about $50,906 at 4% or $33,937 at 6%; with 100% employer match about $38,179 at 4% or $25,453 at 6%.
Utg Inc. 401K Plan-72$1,821,737$219,913$3,054iApproximate average salary by contribution assumption: employee only about $76,359 at 4% or $50,906 at 6%; with 50% employer match about $50,906 at 4% or $33,937 at 6%; with 100% employer match about $38,179 at 4% or $25,453 at 6%.
2007172$2,453,297$178,231$2,475iApproximate average salary by contribution assumption: employee only about $61,886 at 4% or $41,257 at 6%; with 50% employer match about $41,257 at 4% or $27,505 at 6%; with 100% employer match about $30,943 at 4% or $20,629 at 6%.
Utg Inc. 401K Plan-72$2,453,297$178,231$2,475iApproximate average salary by contribution assumption: employee only about $61,886 at 4% or $41,257 at 6%; with 50% employer match about $41,257 at 4% or $27,505 at 6%; with 100% employer match about $30,943 at 4% or $20,629 at 6%.
2006156$2,150,791$182,244$3,254iApproximate average salary by contribution assumption: employee only about $81,359 at 4% or $54,239 at 6%; with 50% employer match about $54,239 at 4% or $36,160 at 6%; with 100% employer match about $40,679 at 4% or $27,120 at 6%.
Utg Inc. 401K Plan-56$2,150,791$182,244$3,254iApproximate average salary by contribution assumption: employee only about $81,359 at 4% or $54,239 at 6%; with 50% employer match about $54,239 at 4% or $36,160 at 6%; with 100% employer match about $40,679 at 4% or $27,120 at 6%.
2005155$1,841,659$186,422$3,389iApproximate average salary by contribution assumption: employee only about $84,737 at 4% or $56,492 at 6%; with 50% employer match about $56,492 at 4% or $37,661 at 6%; with 100% employer match about $42,369 at 4% or $28,246 at 6%.
Utg Inc. 401K Plan-55$1,841,659$186,422$3,389iApproximate average salary by contribution assumption: employee only about $84,737 at 4% or $56,492 at 6%; with 50% employer match about $56,492 at 4% or $37,661 at 6%; with 100% employer match about $42,369 at 4% or $28,246 at 6%.