United Financial Planning Group LLC
Plan context: United Financial Planning Group 401(K) Plan
EIN 26-1490585 • Hauppauge, NY • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$628,307
2025 Contributions
$96,735
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $628,307 | $96,735 | $16,123iApproximate average salary by contribution assumption: employee only about $403,063 at 4% or $268,708 at 6%; with 50% employer match about $268,708 at 4% or $179,139 at 6%; with 100% employer match about $201,531 at 4% or $134,354 at 6%. |
| United Financial Planning Group 401(K) Plan | - | 6 | $628,307 | $96,735 | $16,123iApproximate average salary by contribution assumption: employee only about $403,063 at 4% or $268,708 at 6%; with 50% employer match about $268,708 at 4% or $179,139 at 6%; with 100% employer match about $201,531 at 4% or $134,354 at 6%. |
| 2024 | 1 | 5 | $516,441 | $276,572 | $55,314iApproximate average salary by contribution assumption: employee only about $1,382,860 at 4% or $921,907 at 6%; with 50% employer match about $921,907 at 4% or $614,604 at 6%; with 100% employer match about $691,430 at 4% or $460,953 at 6%. |
| United Financial Planning Group 401(K) Plan | - | 5 | $516,441 | $276,572 | $55,314iApproximate average salary by contribution assumption: employee only about $1,382,860 at 4% or $921,907 at 6%; with 50% employer match about $921,907 at 4% or $614,604 at 6%; with 100% employer match about $691,430 at 4% or $460,953 at 6%. |
| 2023 | 1 | 5 | $200,582 | $66,362 | $13,272iApproximate average salary by contribution assumption: employee only about $331,810 at 4% or $221,207 at 6%; with 50% employer match about $221,207 at 4% or $147,471 at 6%; with 100% employer match about $165,905 at 4% or $110,603 at 6%. |
| United Financial Planning Group 401(K) Plan | - | 5 | $200,582 | $66,362 | $13,272iApproximate average salary by contribution assumption: employee only about $331,810 at 4% or $221,207 at 6%; with 50% employer match about $221,207 at 4% or $147,471 at 6%; with 100% employer match about $165,905 at 4% or $110,603 at 6%. |
| 2022 | 1 | 4 | $103,481 | $67,557 | $16,889iApproximate average salary by contribution assumption: employee only about $422,231 at 4% or $281,488 at 6%; with 50% employer match about $281,488 at 4% or $187,658 at 6%; with 100% employer match about $211,116 at 4% or $140,744 at 6%. |
| United Financial Planning Group 401(K) Plan | - | 4 | $103,481 | $67,557 | $16,889iApproximate average salary by contribution assumption: employee only about $422,231 at 4% or $281,488 at 6%; with 50% employer match about $281,488 at 4% or $187,658 at 6%; with 100% employer match about $211,116 at 4% or $140,744 at 6%. |
| 2021 | 1 | 5 | $48,428 | $44,622 | $8,924iApproximate average salary by contribution assumption: employee only about $223,110 at 4% or $148,740 at 6%; with 50% employer match about $148,740 at 4% or $99,160 at 6%; with 100% employer match about $111,555 at 4% or $74,370 at 6%. |
| United Financial Planning Group 401(K) Plan | - | 5 | $48,428 | $44,622 | $8,924iApproximate average salary by contribution assumption: employee only about $223,110 at 4% or $148,740 at 6%; with 50% employer match about $148,740 at 4% or $99,160 at 6%; with 100% employer match about $111,555 at 4% or $74,370 at 6%. |