Universal & Shannon LLP
Plan context: UNIVERSAL & SHANNON LLP 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-5270365 • Roseville, CA • 6 filings • 4 plans
Current Snapshot
Latest Year
2022
2022 Participants
12
2022 Assets
$231,568
2022 Contributions
$111,207
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| UNIVERSAL & SHANNON LLP 401K PROFIT SHARING PLAN & TRUST | - | 0 | - | - | - |
| 2021 | 1 | 12 | $231,568 | $111,207 | $9,267iApproximate average salary by contribution assumption: employee only about $231,681 at 4% or $154,454 at 6%; with 50% employer match about $154,454 at 4% or $102,969 at 6%; with 100% employer match about $115,841 at 4% or $77,227 at 6%. |
| UNIVERSAL & SHANNON LLP 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $231,568 | $111,207 | $9,267iApproximate average salary by contribution assumption: employee only about $231,681 at 4% or $154,454 at 6%; with 50% employer match about $154,454 at 4% or $102,969 at 6%; with 100% employer match about $115,841 at 4% or $77,227 at 6%. |
| 2020 | 1 | 9 | $103,205 | $78,374 | $8,708iApproximate average salary by contribution assumption: employee only about $217,706 at 4% or $145,137 at 6%; with 50% employer match about $145,137 at 4% or $96,758 at 6%; with 100% employer match about $108,853 at 4% or $72,569 at 6%. |
| UNIVERSAL & SHANNON LLP 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $103,205 | $78,374 | $8,708iApproximate average salary by contribution assumption: employee only about $217,706 at 4% or $145,137 at 6%; with 50% employer match about $145,137 at 4% or $96,758 at 6%; with 100% employer match about $108,853 at 4% or $72,569 at 6%. |
| 2019 | 1 | 8 | $17,812 | $17,218 | $2,152iApproximate average salary by contribution assumption: employee only about $53,806 at 4% or $35,871 at 6%; with 50% employer match about $35,871 at 4% or $23,914 at 6%; with 100% employer match about $26,903 at 4% or $17,935 at 6%. |
| UNIVERSAL & SHANNON LLP 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $17,812 | $17,218 | $2,152iApproximate average salary by contribution assumption: employee only about $53,806 at 4% or $35,871 at 6%; with 50% employer match about $35,871 at 4% or $23,914 at 6%; with 100% employer match about $26,903 at 4% or $17,935 at 6%. |
| 2017 | 1 | 0 | $0 | -$68 | - |
| Universal Shannon 401 K Profit Sharing Plan Trust | - | 0 | $0 | -$68 | - |
| 2016 | 1 | 0 | $62 | $60 | - |
| Universal Shannon 401 K Profit Sharing Plan Trust | - | 0 | $62 | $60 | - |