Michael Umen & Co. Inc.
Plan context: Michael Umen & Co. Inc. 401(K) Profit Sharing Plan
EIN 23-2255487 • Glenside, PA • 32 filings • 6 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$656,033
2019 Contributions
$203,718
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2018 | 1 | 3 | $656,033 | $0 | - |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 3 | $656,033 | $0 | - |
| 2017 | 1 | 7 | $1,591,112 | $203,718 | $29,103iApproximate average salary by contribution assumption: employee only about $727,564 at 4% or $485,043 at 6%; with 50% employer match about $485,043 at 4% or $323,362 at 6%; with 100% employer match about $363,782 at 4% or $242,521 at 6%. |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 7 | $1,591,112 | $203,718 | $29,103iApproximate average salary by contribution assumption: employee only about $727,564 at 4% or $485,043 at 6%; with 50% employer match about $485,043 at 4% or $323,362 at 6%; with 100% employer match about $363,782 at 4% or $242,521 at 6%. |
| 2016 | 1 | 7 | $1,246,915 | $190,214 | $27,173iApproximate average salary by contribution assumption: employee only about $679,336 at 4% or $452,890 at 6%; with 50% employer match about $452,890 at 4% or $301,927 at 6%; with 100% employer match about $339,668 at 4% or $226,445 at 6%. |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 7 | $1,246,915 | $190,214 | $27,173iApproximate average salary by contribution assumption: employee only about $679,336 at 4% or $452,890 at 6%; with 50% employer match about $452,890 at 4% or $301,927 at 6%; with 100% employer match about $339,668 at 4% or $226,445 at 6%. |
| 2015 | 1 | 7 | $1,001,398 | $140,397 | $20,057iApproximate average salary by contribution assumption: employee only about $501,418 at 4% or $334,279 at 6%; with 50% employer match about $334,279 at 4% or $222,852 at 6%; with 100% employer match about $250,709 at 4% or $167,139 at 6%. |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 7 | $1,001,398 | $140,397 | $20,057iApproximate average salary by contribution assumption: employee only about $501,418 at 4% or $334,279 at 6%; with 50% employer match about $334,279 at 4% or $222,852 at 6%; with 100% employer match about $250,709 at 4% or $167,139 at 6%. |
| 2014 | 1 | 7 | $872,309 | $198,013 | $28,288iApproximate average salary by contribution assumption: employee only about $707,189 at 4% or $471,460 at 6%; with 50% employer match about $471,460 at 4% or $314,306 at 6%; with 100% employer match about $353,595 at 4% or $235,730 at 6%. |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 7 | $872,309 | $198,013 | $28,288iApproximate average salary by contribution assumption: employee only about $707,189 at 4% or $471,460 at 6%; with 50% employer match about $471,460 at 4% or $314,306 at 6%; with 100% employer match about $353,595 at 4% or $235,730 at 6%. |
| 2013 | 1 | 7 | $644,112 | $198,023 | $28,289iApproximate average salary by contribution assumption: employee only about $707,225 at 4% or $471,483 at 6%; with 50% employer match about $471,483 at 4% or $314,322 at 6%; with 100% employer match about $353,613 at 4% or $235,742 at 6%. |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 7 | $644,112 | $198,023 | $28,289iApproximate average salary by contribution assumption: employee only about $707,225 at 4% or $471,483 at 6%; with 50% employer match about $471,483 at 4% or $314,322 at 6%; with 100% employer match about $353,613 at 4% or $235,742 at 6%. |
| 2012 | 1 | 7 | $415,848 | $214,273 | $30,610iApproximate average salary by contribution assumption: employee only about $765,261 at 4% or $510,174 at 6%; with 50% employer match about $510,174 at 4% or $340,116 at 6%; with 100% employer match about $382,630 at 4% or $255,087 at 6%. |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 7 | $415,848 | $214,273 | $30,610iApproximate average salary by contribution assumption: employee only about $765,261 at 4% or $510,174 at 6%; with 50% employer match about $510,174 at 4% or $340,116 at 6%; with 100% employer match about $382,630 at 4% or $255,087 at 6%. |
| 2011 | 1 | 7 | $198,399 | $198,386 | $28,341iApproximate average salary by contribution assumption: employee only about $708,521 at 4% or $472,348 at 6%; with 50% employer match about $472,348 at 4% or $314,898 at 6%; with 100% employer match about $354,261 at 4% or $236,174 at 6%. |
| Michael Umen & Co. Inc. 401(K) Profit Sharing Plan | - | 7 | $198,399 | $198,386 | $28,341iApproximate average salary by contribution assumption: employee only about $708,521 at 4% or $472,348 at 6%; with 50% employer match about $472,348 at 4% or $314,898 at 6%; with 100% employer match about $354,261 at 4% or $236,174 at 6%. |
| 2010 | 2 | 0 | $0 | $9,775 | - |
| Michael J. Umen & Co. Inc. Pension Plan | - | 0 | $0 | $0 | - |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $9,775 | - |
| 2009 | 2 | 5 | $6,322,032 | $410,000 | $82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%. |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $3,847,646 | $410,000 | $82,000iApproximate average salary by contribution assumption: employee only about $2,050,000 at 4% or $1,366,667 at 6%; with 50% employer match about $1,366,667 at 4% or $911,111 at 6%; with 100% employer match about $1,025,000 at 4% or $683,333 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 4 | $2,474,386 | $0 | - |
| 2008 | 2 | 5 | $4,969,342 | $575,000 | $115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%. |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,956,848 | $575,000 | $115,000iApproximate average salary by contribution assumption: employee only about $2,875,000 at 4% or $1,916,667 at 6%; with 50% employer match about $1,916,667 at 4% or $1,277,778 at 6%; with 100% employer match about $1,437,500 at 4% or $958,333 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 5 | $2,012,494 | - | - |
| 2007 | 2 | 5 | $5,659,072 | $366,933 | $73,387iApproximate average salary by contribution assumption: employee only about $1,834,665 at 4% or $1,223,110 at 6%; with 50% employer match about $1,223,110 at 4% or $815,407 at 6%; with 100% employer match about $917,333 at 4% or $611,555 at 6%. |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $2,996,520 | $366,933 | $73,387iApproximate average salary by contribution assumption: employee only about $1,834,665 at 4% or $1,223,110 at 6%; with 50% employer match about $1,223,110 at 4% or $815,407 at 6%; with 100% employer match about $917,333 at 4% or $611,555 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 5 | $2,662,552 | - | - |
| 2006 | 2 | 4 | $4,859,059 | $235,189 | $58,797iApproximate average salary by contribution assumption: employee only about $1,469,931 at 4% or $979,954 at 6%; with 50% employer match about $979,954 at 4% or $653,303 at 6%; with 100% employer match about $734,966 at 4% or $489,977 at 6%. |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,445,050 | $235,189 | $58,797iApproximate average salary by contribution assumption: employee only about $1,469,931 at 4% or $979,954 at 6%; with 50% employer match about $979,954 at 4% or $653,303 at 6%; with 100% employer match about $734,966 at 4% or $489,977 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 4 | $2,414,009 | - | - |
| 2005 | 2 | 4 | $4,181,700 | $246,060 | $61,515iApproximate average salary by contribution assumption: employee only about $1,537,875 at 4% or $1,025,250 at 6%; with 50% employer match about $1,025,250 at 4% or $683,500 at 6%; with 100% employer match about $768,938 at 4% or $512,625 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 4 | $2,171,566 | - | - |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,010,134 | $246,060 | $61,515iApproximate average salary by contribution assumption: employee only about $1,537,875 at 4% or $1,025,250 at 6%; with 50% employer match about $1,025,250 at 4% or $683,500 at 6%; with 100% employer match about $768,938 at 4% or $512,625 at 6%. |
| 2004 | 2 | 4 | $3,698,921 | $433,084 | $108,271iApproximate average salary by contribution assumption: employee only about $2,706,775 at 4% or $1,804,517 at 6%; with 50% employer match about $1,804,517 at 4% or $1,203,011 at 6%; with 100% employer match about $1,353,388 at 4% or $902,258 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 4 | $2,023,527 | - | - |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,675,394 | $433,084 | $108,271iApproximate average salary by contribution assumption: employee only about $2,706,775 at 4% or $1,804,517 at 6%; with 50% employer match about $1,804,517 at 4% or $1,203,011 at 6%; with 100% employer match about $1,353,388 at 4% or $902,258 at 6%. |
| 2003 | 2 | 4 | $3,100,460 | $448,716 | $112,179iApproximate average salary by contribution assumption: employee only about $2,804,475 at 4% or $1,869,650 at 6%; with 50% employer match about $1,869,650 at 4% or $1,246,433 at 6%; with 100% employer match about $1,402,238 at 4% or $934,825 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 4 | $1,922,276 | - | - |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,178,184 | $448,716 | $112,179iApproximate average salary by contribution assumption: employee only about $2,804,475 at 4% or $1,869,650 at 6%; with 50% employer match about $1,869,650 at 4% or $1,246,433 at 6%; with 100% employer match about $1,402,238 at 4% or $934,825 at 6%. |
| 2002 | 2 | 4 | $2,283,422 | $418,309 | $104,577iApproximate average salary by contribution assumption: employee only about $2,614,431 at 4% or $1,742,954 at 6%; with 50% employer match about $1,742,954 at 4% or $1,161,969 at 6%; with 100% employer match about $1,307,216 at 4% or $871,477 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 4 | $1,593,522 | - | - |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $689,900 | $418,309 | $104,577iApproximate average salary by contribution assumption: employee only about $2,614,431 at 4% or $1,742,954 at 6%; with 50% employer match about $1,742,954 at 4% or $1,161,969 at 6%; with 100% employer match about $1,307,216 at 4% or $871,477 at 6%. |
| 2001 | 2 | 4 | $268,878 | $195,852 | $48,963iApproximate average salary by contribution assumption: employee only about $1,224,075 at 4% or $816,050 at 6%; with 50% employer match about $816,050 at 4% or $544,033 at 6%; with 100% employer match about $612,038 at 4% or $408,025 at 6%. |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $268,878 | $195,852 | $48,963iApproximate average salary by contribution assumption: employee only about $1,224,075 at 4% or $816,050 at 6%; with 50% employer match about $816,050 at 4% or $544,033 at 6%; with 100% employer match about $612,038 at 4% or $408,025 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 4 | - | - | - |
| 2000 | 2 | 5 | $71,543 | $71,543 | $14,309iApproximate average salary by contribution assumption: employee only about $357,715 at 4% or $238,477 at 6%; with 50% employer match about $238,477 at 4% or $158,984 at 6%; with 100% employer match about $178,858 at 4% or $119,238 at 6%. |
| MICHAEL UMEN & CO., INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $71,543 | $71,543 | $14,309iApproximate average salary by contribution assumption: employee only about $357,715 at 4% or $238,477 at 6%; with 50% employer match about $238,477 at 4% or $158,984 at 6%; with 100% employer match about $178,858 at 4% or $119,238 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 5 | - | - | - |
| 1999 | 1 | 6 | $1,493,650 | $67,418 | $11,236iApproximate average salary by contribution assumption: employee only about $280,908 at 4% or $187,272 at 6%; with 50% employer match about $187,272 at 4% or $124,848 at 6%; with 100% employer match about $140,454 at 4% or $93,636 at 6%. |
| Michael J. Umen & Co. Inc. Pension Plan | - | 6 | $1,493,650 | $67,418 | $11,236iApproximate average salary by contribution assumption: employee only about $280,908 at 4% or $187,272 at 6%; with 50% employer match about $187,272 at 4% or $124,848 at 6%; with 100% employer match about $140,454 at 4% or $93,636 at 6%. |