Civic Intelligence

Umt Management Co. Inc.

Plan context: Umt Management Co. Inc. Profit Sharing Plan

EIN 23-2151793 • Philadelphia, PA • 25 filings • 1 plans

P.O. Box 8938Philadelphia, PA 19135
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,082,942

2024 Contributions

$90,000

Historical Graphs

Total Assets Over Time

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

$2,082,942$1,041,471$0199920112024YearValue
$2,082,942Latest year 2024

Participants Over Time

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

630199920112024YearValue
5Latest 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
202415$2,082,942$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$2,082,942$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
202315$1,813,175$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$1,813,175$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
202215$1,539,210$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$1,539,210$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
202115$1,869,750$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$1,869,750$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
202016$1,655,064$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$1,655,064$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201916$1,372,524$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$1,372,524$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201816$1,110,460$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$1,110,460$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201716$1,365,523$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$1,365,523$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201616$1,198,241$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$1,198,241$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201516$1,126,770$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$1,126,770$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201316$1,036,472$95,084$15,847iApproximate average salary by contribution assumption: employee only about $396,183 at 4% or $264,122 at 6%; with 50% employer match about $264,122 at 4% or $176,081 at 6%; with 100% employer match about $198,092 at 4% or $132,061 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$1,036,472$95,084$15,847iApproximate average salary by contribution assumption: employee only about $396,183 at 4% or $264,122 at 6%; with 50% employer match about $264,122 at 4% or $176,081 at 6%; with 100% employer match about $198,092 at 4% or $132,061 at 6%.
201216$922,555$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$922,555$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201115$818,983$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$818,983$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
201016$859,214$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$859,214$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200915$750,923$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$750,923$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200815$664,530$133,807$26,761iApproximate average salary by contribution assumption: employee only about $669,035 at 4% or $446,023 at 6%; with 50% employer match about $446,023 at 4% or $297,349 at 6%; with 100% employer match about $334,518 at 4% or $223,012 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$664,530$133,807$26,761iApproximate average salary by contribution assumption: employee only about $669,035 at 4% or $446,023 at 6%; with 50% employer match about $446,023 at 4% or $297,349 at 6%; with 100% employer match about $334,518 at 4% or $223,012 at 6%.
200716$702,211$122,273$20,379iApproximate average salary by contribution assumption: employee only about $509,471 at 4% or $339,647 at 6%; with 50% employer match about $339,647 at 4% or $226,431 at 6%; with 100% employer match about $254,735 at 4% or $169,824 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$702,211$122,273$20,379iApproximate average salary by contribution assumption: employee only about $509,471 at 4% or $339,647 at 6%; with 50% employer match about $339,647 at 4% or $226,431 at 6%; with 100% employer match about $254,735 at 4% or $169,824 at 6%.
200616$547,880$137,676$22,946iApproximate average salary by contribution assumption: employee only about $573,650 at 4% or $382,433 at 6%; with 50% employer match about $382,433 at 4% or $254,956 at 6%; with 100% employer match about $286,825 at 4% or $191,217 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-6$547,880$137,676$22,946iApproximate average salary by contribution assumption: employee only about $573,650 at 4% or $382,433 at 6%; with 50% employer match about $382,433 at 4% or $254,956 at 6%; with 100% employer match about $286,825 at 4% or $191,217 at 6%.
200515$433,229$94,047$18,809iApproximate average salary by contribution assumption: employee only about $470,235 at 4% or $313,490 at 6%; with 50% employer match about $313,490 at 4% or $208,993 at 6%; with 100% employer match about $235,118 at 4% or $156,745 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$433,229$94,047$18,809iApproximate average salary by contribution assumption: employee only about $470,235 at 4% or $313,490 at 6%; with 50% employer match about $313,490 at 4% or $208,993 at 6%; with 100% employer match about $235,118 at 4% or $156,745 at 6%.
200415$338,158$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$338,158$80,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
200315$243,893$0-
Umt Management Co. Inc. Profit Sharing Plan-5$243,893--
200215$214,478$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$214,478$5,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200115$267,034$3,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$267,034$3,000$600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%.
200015$300,446$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$300,446$25,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
199915$275,225$23,202$4,640iApproximate average salary by contribution assumption: employee only about $116,010 at 4% or $77,340 at 6%; with 50% employer match about $77,340 at 4% or $51,560 at 6%; with 100% employer match about $58,005 at 4% or $38,670 at 6%.
Umt Management Co. Inc. Profit Sharing Plan-5$275,225$23,202$4,640iApproximate average salary by contribution assumption: employee only about $116,010 at 4% or $77,340 at 6%; with 50% employer match about $77,340 at 4% or $51,560 at 6%; with 100% employer match about $58,005 at 4% or $38,670 at 6%.