Civic Intelligence

Universal Strategy Group Inc.

Plan context: Universal Strategy Group Inc. 401(K) Plan

EIN 20-8271378 • Franklin, TN • 14 filings • 1 plans

130 9th Avenue South, Suite 100Franklin, TN 37064
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$5,639,264

2024 Contributions

$572,126

Historical Graphs

Total Assets Over Time

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

$5,720,576$2,860,288$0201120182024YearValue
$5,639,264Latest year 2024

Participants Over Time

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

119600201120182024YearValue
65Latest 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
2024165$5,639,264$572,126$8,802iApproximate average salary by contribution assumption: employee only about $220,048 at 4% or $146,699 at 6%; with 50% employer match about $146,699 at 4% or $97,799 at 6%; with 100% employer match about $110,024 at 4% or $73,349 at 6%.
Universal Strategy Group Inc. 401(K) Plan-65$5,639,264$572,126$8,802iApproximate average salary by contribution assumption: employee only about $220,048 at 4% or $146,699 at 6%; with 50% employer match about $146,699 at 4% or $97,799 at 6%; with 100% employer match about $110,024 at 4% or $73,349 at 6%.
2023177$4,792,354$712,942$9,259iApproximate average salary by contribution assumption: employee only about $231,475 at 4% or $154,316 at 6%; with 50% employer match about $154,316 at 4% or $102,878 at 6%; with 100% employer match about $115,737 at 4% or $77,158 at 6%.
Universal Strategy Group Inc. 401(K) Plan-77$4,792,354$712,942$9,259iApproximate average salary by contribution assumption: employee only about $231,475 at 4% or $154,316 at 6%; with 50% employer match about $154,316 at 4% or $102,878 at 6%; with 100% employer match about $115,737 at 4% or $77,158 at 6%.
2022181$3,777,727$695,807$8,590iApproximate average salary by contribution assumption: employee only about $214,755 at 4% or $143,170 at 6%; with 50% employer match about $143,170 at 4% or $95,447 at 6%; with 100% employer match about $107,378 at 4% or $71,585 at 6%.
Universal Strategy Group Inc. 401(K) Plan-81$3,777,727$695,807$8,590iApproximate average salary by contribution assumption: employee only about $214,755 at 4% or $143,170 at 6%; with 50% employer match about $143,170 at 4% or $95,447 at 6%; with 100% employer match about $107,378 at 4% or $71,585 at 6%.
2021176$5,720,576$906,932$11,933iApproximate average salary by contribution assumption: employee only about $298,333 at 4% or $198,889 at 6%; with 50% employer match about $198,889 at 4% or $132,592 at 6%; with 100% employer match about $149,166 at 4% or $99,444 at 6%.
Universal Strategy Group Inc. 401(K) Plan-76$5,720,576$906,932$11,933iApproximate average salary by contribution assumption: employee only about $298,333 at 4% or $198,889 at 6%; with 50% employer match about $198,889 at 4% or $132,592 at 6%; with 100% employer match about $149,166 at 4% or $99,444 at 6%.
2020176$4,511,713$911,087$11,988iApproximate average salary by contribution assumption: employee only about $299,700 at 4% or $199,800 at 6%; with 50% employer match about $199,800 at 4% or $133,200 at 6%; with 100% employer match about $149,850 at 4% or $99,900 at 6%.
Universal Strategy Group Inc. 401(K) Plan-76$4,511,713$911,087$11,988iApproximate average salary by contribution assumption: employee only about $299,700 at 4% or $199,800 at 6%; with 50% employer match about $199,800 at 4% or $133,200 at 6%; with 100% employer match about $149,850 at 4% or $99,900 at 6%.
20191119$3,229,994$641,861$5,394iApproximate average salary by contribution assumption: employee only about $134,845 at 4% or $89,896 at 6%; with 50% employer match about $89,896 at 4% or $59,931 at 6%; with 100% employer match about $67,422 at 4% or $44,948 at 6%.
Universal Strategy Group Inc. 401(K) Plan-119$3,229,994$641,861$5,394iApproximate average salary by contribution assumption: employee only about $134,845 at 4% or $89,896 at 6%; with 50% employer match about $89,896 at 4% or $59,931 at 6%; with 100% employer match about $67,422 at 4% or $44,948 at 6%.
2018196$2,291,771$697,513$7,266iApproximate average salary by contribution assumption: employee only about $181,644 at 4% or $121,096 at 6%; with 50% employer match about $121,096 at 4% or $80,731 at 6%; with 100% employer match about $90,822 at 4% or $60,548 at 6%.
Universal Strategy Group Inc. 401(K) Plan-96$2,291,771$697,513$7,266iApproximate average salary by contribution assumption: employee only about $181,644 at 4% or $121,096 at 6%; with 50% employer match about $121,096 at 4% or $80,731 at 6%; with 100% employer match about $90,822 at 4% or $60,548 at 6%.
2017195$2,199,893$449,655$4,733iApproximate average salary by contribution assumption: employee only about $118,330 at 4% or $78,887 at 6%; with 50% employer match about $78,887 at 4% or $52,591 at 6%; with 100% employer match about $59,165 at 4% or $39,443 at 6%.
Universal Strategy Group Inc. 401(K) Plan-95$2,199,893$449,655$4,733iApproximate average salary by contribution assumption: employee only about $118,330 at 4% or $78,887 at 6%; with 50% employer match about $78,887 at 4% or $52,591 at 6%; with 100% employer match about $59,165 at 4% or $39,443 at 6%.
2016172$1,772,870$398,520$5,535iApproximate average salary by contribution assumption: employee only about $138,375 at 4% or $92,250 at 6%; with 50% employer match about $92,250 at 4% or $61,500 at 6%; with 100% employer match about $69,188 at 4% or $46,125 at 6%.
Universal Strategy Group Inc. 401(K) Plan-72$1,772,870$398,520$5,535iApproximate average salary by contribution assumption: employee only about $138,375 at 4% or $92,250 at 6%; with 50% employer match about $92,250 at 4% or $61,500 at 6%; with 100% employer match about $69,188 at 4% or $46,125 at 6%.
2015161$1,466,561$352,146$5,773iApproximate average salary by contribution assumption: employee only about $144,322 at 4% or $96,215 at 6%; with 50% employer match about $96,215 at 4% or $64,143 at 6%; with 100% employer match about $72,161 at 4% or $48,107 at 6%.
Universal Strategy Group Inc. 401(K) Plan-61$1,466,561$352,146$5,773iApproximate average salary by contribution assumption: employee only about $144,322 at 4% or $96,215 at 6%; with 50% employer match about $96,215 at 4% or $64,143 at 6%; with 100% employer match about $72,161 at 4% or $48,107 at 6%.
2014159$1,278,880$350,076$5,933iApproximate average salary by contribution assumption: employee only about $148,337 at 4% or $98,892 at 6%; with 50% employer match about $98,892 at 4% or $65,928 at 6%; with 100% employer match about $74,169 at 4% or $49,446 at 6%.
Universal Strategy Group Inc. 401(K) Plan-59$1,278,880$350,076$5,933iApproximate average salary by contribution assumption: employee only about $148,337 at 4% or $98,892 at 6%; with 50% employer match about $98,892 at 4% or $65,928 at 6%; with 100% employer match about $74,169 at 4% or $49,446 at 6%.
2013149$1,041,428$373,191$7,616iApproximate average salary by contribution assumption: employee only about $190,404 at 4% or $126,936 at 6%; with 50% employer match about $126,936 at 4% or $84,624 at 6%; with 100% employer match about $95,202 at 4% or $63,468 at 6%.
Universal Strategy Group Inc. 401(K) Plan-49$1,041,428$373,191$7,616iApproximate average salary by contribution assumption: employee only about $190,404 at 4% or $126,936 at 6%; with 50% employer match about $126,936 at 4% or $84,624 at 6%; with 100% employer match about $95,202 at 4% or $63,468 at 6%.
2012147$589,438$299,995$6,383iApproximate average salary by contribution assumption: employee only about $159,572 at 4% or $106,381 at 6%; with 50% employer match about $106,381 at 4% or $70,921 at 6%; with 100% employer match about $79,786 at 4% or $53,191 at 6%.
Universal Strategy Group Inc. 401(K) Plan-47$589,438$299,995$6,383iApproximate average salary by contribution assumption: employee only about $159,572 at 4% or $106,381 at 6%; with 50% employer match about $106,381 at 4% or $70,921 at 6%; with 100% employer match about $79,786 at 4% or $53,191 at 6%.
2011123$254,879$160,718$6,988iApproximate average salary by contribution assumption: employee only about $174,693 at 4% or $116,462 at 6%; with 50% employer match about $116,462 at 4% or $77,642 at 6%; with 100% employer match about $87,347 at 4% or $58,231 at 6%.
Universal Strategy Group Inc. 401(K) Plan-23$254,879$160,718$6,988iApproximate average salary by contribution assumption: employee only about $174,693 at 4% or $116,462 at 6%; with 50% employer match about $116,462 at 4% or $77,642 at 6%; with 100% employer match about $87,347 at 4% or $58,231 at 6%.