Utility Consulting Group LLC
Plan context: Ucg Retirement Plan
EIN 20-4528035 • Calabasas, CA • 18 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
33
2023 Assets
$17,417,008
2023 Contributions
$780,596
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 | 33 | $17,417,008 | $780,596 | $23,654iApproximate average salary by contribution assumption: employee only about $591,361 at 4% or $394,240 at 6%; with 50% employer match about $394,240 at 4% or $262,827 at 6%; with 100% employer match about $295,680 at 4% or $197,120 at 6%. |
| Ucg Retirement Plan | - | 33 | $17,417,008 | $780,596 | $23,654iApproximate average salary by contribution assumption: employee only about $591,361 at 4% or $394,240 at 6%; with 50% employer match about $394,240 at 4% or $262,827 at 6%; with 100% employer match about $295,680 at 4% or $197,120 at 6%. |
| 2022 | 1 | 28 | $15,735,218 | $542,824 | $19,387iApproximate average salary by contribution assumption: employee only about $484,664 at 4% or $323,110 at 6%; with 50% employer match about $323,110 at 4% or $215,406 at 6%; with 100% employer match about $242,332 at 4% or $161,555 at 6%. |
| Ucg Retirement Plan | - | 28 | $15,735,218 | $542,824 | $19,387iApproximate average salary by contribution assumption: employee only about $484,664 at 4% or $323,110 at 6%; with 50% employer match about $323,110 at 4% or $215,406 at 6%; with 100% employer match about $242,332 at 4% or $161,555 at 6%. |
| 2021 | 1 | 28 | $18,052,371 | $604,887 | $21,603iApproximate average salary by contribution assumption: employee only about $540,078 at 4% or $360,052 at 6%; with 50% employer match about $360,052 at 4% or $240,035 at 6%; with 100% employer match about $270,039 at 4% or $180,026 at 6%. |
| Ucg Retirement Plan | - | 28 | $18,052,371 | $604,887 | $21,603iApproximate average salary by contribution assumption: employee only about $540,078 at 4% or $360,052 at 6%; with 50% employer match about $360,052 at 4% or $240,035 at 6%; with 100% employer match about $270,039 at 4% or $180,026 at 6%. |
| 2020 | 1 | 26 | $16,861,678 | $700,044 | $26,925iApproximate average salary by contribution assumption: employee only about $673,119 at 4% or $448,746 at 6%; with 50% employer match about $448,746 at 4% or $299,164 at 6%; with 100% employer match about $336,560 at 4% or $224,373 at 6%. |
| Ucg Retirement Plan | - | 26 | $16,861,678 | $700,044 | $26,925iApproximate average salary by contribution assumption: employee only about $673,119 at 4% or $448,746 at 6%; with 50% employer match about $448,746 at 4% or $299,164 at 6%; with 100% employer match about $336,560 at 4% or $224,373 at 6%. |
| 2019 | 1 | 29 | $16,099,914 | $696,409 | $24,014iApproximate average salary by contribution assumption: employee only about $600,353 at 4% or $400,235 at 6%; with 50% employer match about $400,235 at 4% or $266,823 at 6%; with 100% employer match about $300,176 at 4% or $200,118 at 6%. |
| Ucg Retirement Plan | - | 29 | $16,099,914 | $696,409 | $24,014iApproximate average salary by contribution assumption: employee only about $600,353 at 4% or $400,235 at 6%; with 50% employer match about $400,235 at 4% or $266,823 at 6%; with 100% employer match about $300,176 at 4% or $200,118 at 6%. |
| 2018 | 1 | 29 | $12,635,207 | $783,610 | $27,021iApproximate average salary by contribution assumption: employee only about $675,526 at 4% or $450,351 at 6%; with 50% employer match about $450,351 at 4% or $300,234 at 6%; with 100% employer match about $337,763 at 4% or $225,175 at 6%. |
| Ucg Retirement Plan | - | 29 | $12,635,207 | $783,610 | $27,021iApproximate average salary by contribution assumption: employee only about $675,526 at 4% or $450,351 at 6%; with 50% employer match about $450,351 at 4% or $300,234 at 6%; with 100% employer match about $337,763 at 4% or $225,175 at 6%. |
| 2017 | 1 | 27 | $12,744,423 | $791,868 | $29,328iApproximate average salary by contribution assumption: employee only about $733,211 at 4% or $488,807 at 6%; with 50% employer match about $488,807 at 4% or $325,872 at 6%; with 100% employer match about $366,606 at 4% or $244,404 at 6%. |
| Ucg Retirement Plan | - | 27 | $12,744,423 | $791,868 | $29,328iApproximate average salary by contribution assumption: employee only about $733,211 at 4% or $488,807 at 6%; with 50% employer match about $488,807 at 4% or $325,872 at 6%; with 100% employer match about $366,606 at 4% or $244,404 at 6%. |
| 2016 | 1 | 24 | $10,117,695 | $887,938 | $36,997iApproximate average salary by contribution assumption: employee only about $924,935 at 4% or $616,624 at 6%; with 50% employer match about $616,624 at 4% or $411,082 at 6%; with 100% employer match about $462,468 at 4% or $308,312 at 6%. |
| Ucg Retirement Plan | - | 24 | $10,117,695 | $887,938 | $36,997iApproximate average salary by contribution assumption: employee only about $924,935 at 4% or $616,624 at 6%; with 50% employer match about $616,624 at 4% or $411,082 at 6%; with 100% employer match about $462,468 at 4% or $308,312 at 6%. |
| 2015 | 1 | 24 | $9,138,822 | $733,914 | $30,580iApproximate average salary by contribution assumption: employee only about $764,494 at 4% or $509,663 at 6%; with 50% employer match about $509,663 at 4% or $339,775 at 6%; with 100% employer match about $382,247 at 4% or $254,831 at 6%. |
| Ucg Retirement Plan | - | 24 | $9,138,822 | $733,914 | $30,580iApproximate average salary by contribution assumption: employee only about $764,494 at 4% or $509,663 at 6%; with 50% employer match about $509,663 at 4% or $339,775 at 6%; with 100% employer match about $382,247 at 4% or $254,831 at 6%. |
| 2014 | 1 | 24 | $9,085,497 | $690,909 | $28,788iApproximate average salary by contribution assumption: employee only about $719,697 at 4% or $479,798 at 6%; with 50% employer match about $479,798 at 4% or $319,865 at 6%; with 100% employer match about $359,848 at 4% or $239,899 at 6%. |
| Ucg Retirement Plan | - | 24 | $9,085,497 | $690,909 | $28,788iApproximate average salary by contribution assumption: employee only about $719,697 at 4% or $479,798 at 6%; with 50% employer match about $479,798 at 4% or $319,865 at 6%; with 100% employer match about $359,848 at 4% or $239,899 at 6%. |
| 2013 | 1 | 23 | $7,921,191 | $731,942 | $31,824iApproximate average salary by contribution assumption: employee only about $795,589 at 4% or $530,393 at 6%; with 50% employer match about $530,393 at 4% or $353,595 at 6%; with 100% employer match about $397,795 at 4% or $265,196 at 6%. |
| Ucg Retirement Plan | - | 23 | $7,921,191 | $731,942 | $31,824iApproximate average salary by contribution assumption: employee only about $795,589 at 4% or $530,393 at 6%; with 50% employer match about $530,393 at 4% or $353,595 at 6%; with 100% employer match about $397,795 at 4% or $265,196 at 6%. |
| 2012 | 1 | 23 | $6,007,503 | $704,292 | $30,621iApproximate average salary by contribution assumption: employee only about $765,535 at 4% or $510,357 at 6%; with 50% employer match about $510,357 at 4% or $340,238 at 6%; with 100% employer match about $382,767 at 4% or $255,178 at 6%. |
| Ucg Retirement Plan | - | 23 | $6,007,503 | $704,292 | $30,621iApproximate average salary by contribution assumption: employee only about $765,535 at 4% or $510,357 at 6%; with 50% employer match about $510,357 at 4% or $340,238 at 6%; with 100% employer match about $382,767 at 4% or $255,178 at 6%. |
| 2011 | 1 | 23 | $4,679,566 | $708,194 | $30,791iApproximate average salary by contribution assumption: employee only about $769,776 at 4% or $513,184 at 6%; with 50% employer match about $513,184 at 4% or $342,123 at 6%; with 100% employer match about $384,888 at 4% or $256,592 at 6%. |
| Ucg Retirement Plan | - | 23 | $4,679,566 | $708,194 | $30,791iApproximate average salary by contribution assumption: employee only about $769,776 at 4% or $513,184 at 6%; with 50% employer match about $513,184 at 4% or $342,123 at 6%; with 100% employer match about $384,888 at 4% or $256,592 at 6%. |
| 2010 | 1 | 22 | $4,411,213 | $815,951 | $37,089iApproximate average salary by contribution assumption: employee only about $927,217 at 4% or $618,145 at 6%; with 50% employer match about $618,145 at 4% or $412,096 at 6%; with 100% employer match about $463,609 at 4% or $309,072 at 6%. |
| Ucg Retirement Plan | - | 22 | $4,411,213 | $815,951 | $37,089iApproximate average salary by contribution assumption: employee only about $927,217 at 4% or $618,145 at 6%; with 50% employer match about $618,145 at 4% or $412,096 at 6%; with 100% employer match about $463,609 at 4% or $309,072 at 6%. |
| 2009 | 1 | 16 | $3,126,238 | $695,671 | $43,479iApproximate average salary by contribution assumption: employee only about $1,086,986 at 4% or $724,657 at 6%; with 50% employer match about $724,657 at 4% or $483,105 at 6%; with 100% employer match about $543,493 at 4% or $362,329 at 6%. |
| Ucg Retirement Plan | - | 16 | $3,126,238 | $695,671 | $43,479iApproximate average salary by contribution assumption: employee only about $1,086,986 at 4% or $724,657 at 6%; with 50% employer match about $724,657 at 4% or $483,105 at 6%; with 100% employer match about $543,493 at 4% or $362,329 at 6%. |
| 2008 | 1 | 16 | $1,751,478 | $509,999 | $31,875iApproximate average salary by contribution assumption: employee only about $796,873 at 4% or $531,249 at 6%; with 50% employer match about $531,249 at 4% or $354,166 at 6%; with 100% employer match about $398,437 at 4% or $265,624 at 6%. |
| Ucg Retirement Plan | - | 16 | $1,751,478 | $509,999 | $31,875iApproximate average salary by contribution assumption: employee only about $796,873 at 4% or $531,249 at 6%; with 50% employer match about $531,249 at 4% or $354,166 at 6%; with 100% employer match about $398,437 at 4% or $265,624 at 6%. |
| 2007 | 1 | 15 | $2,193,580 | $547,199 | $36,480iApproximate average salary by contribution assumption: employee only about $911,998 at 4% or $607,999 at 6%; with 50% employer match about $607,999 at 4% or $405,333 at 6%; with 100% employer match about $455,999 at 4% or $303,999 at 6%. |
| Ucg Retirement Plan | - | 15 | $2,193,580 | $547,199 | $36,480iApproximate average salary by contribution assumption: employee only about $911,998 at 4% or $607,999 at 6%; with 50% employer match about $607,999 at 4% or $405,333 at 6%; with 100% employer match about $455,999 at 4% or $303,999 at 6%. |
| 2006 | 1 | 15 | $1,466,668 | $1,389,988 | $92,666iApproximate average salary by contribution assumption: employee only about $2,316,647 at 4% or $1,544,431 at 6%; with 50% employer match about $1,544,431 at 4% or $1,029,621 at 6%; with 100% employer match about $1,158,323 at 4% or $772,216 at 6%. |
| Ucg Retirement Plan | - | 15 | $1,466,668 | $1,389,988 | $92,666iApproximate average salary by contribution assumption: employee only about $2,316,647 at 4% or $1,544,431 at 6%; with 50% employer match about $1,544,431 at 4% or $1,029,621 at 6%; with 100% employer match about $1,158,323 at 4% or $772,216 at 6%. |