Civic Intelligence

SUNCOAST UR, INC.

Plan context: SUNCOAST UR, INC. CASH BALANCE PLAN

EIN 27-0211844 • Lutz, FL • 12 filings • 4 plans

18958 North Dale Mabry Suite 102Lutz, FL 33548
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$2,413,090

2025 Contributions

$417,919

Historical Graphs

Total Assets Over Time

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

$2,413,090$1,206,545$0202020232025YearValue
$2,413,090Latest year 2025

Participants Over Time

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

24120202020232025YearValue
9Latest year 2025

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
202529$2,413,090$417,919$46,435iApproximate average salary by contribution assumption: employee only about $1,160,886 at 4% or $773,924 at 6%; with 50% employer match about $773,924 at 4% or $515,949 at 6%; with 100% employer match about $580,443 at 4% or $386,962 at 6%.
SUNCOAST UR, INC. CASH BALANCE PLAN-8$1,318,260$277,872$34,734iApproximate average salary by contribution assumption: employee only about $868,350 at 4% or $578,900 at 6%; with 50% employer match about $578,900 at 4% or $385,933 at 6%; with 100% employer match about $434,175 at 4% or $289,450 at 6%.
SUNCOAST UR, INC. 401(K) PROFIT SHARING PLAN AND TRUST-9$1,094,830$140,047$15,561iApproximate average salary by contribution assumption: employee only about $389,019 at 4% or $259,346 at 6%; with 50% employer match about $259,346 at 4% or $172,898 at 6%; with 100% employer match about $194,510 at 4% or $129,673 at 6%.
2024210$1,830,792$340,050$34,005iApproximate average salary by contribution assumption: employee only about $850,125 at 4% or $566,750 at 6%; with 50% employer match about $566,750 at 4% or $377,833 at 6%; with 100% employer match about $425,063 at 4% or $283,375 at 6%.
SUNCOAST UR, INC. CASH BALANCE PLAN-10$983,196$237,428$23,743iApproximate average salary by contribution assumption: employee only about $593,570 at 4% or $395,713 at 6%; with 50% employer match about $395,713 at 4% or $263,809 at 6%; with 100% employer match about $296,785 at 4% or $197,857 at 6%.
SUNCOAST UR, INC. 401(K) PROFIT SHARING PLAN AND TRUST-10$847,596$102,622$10,262iApproximate average salary by contribution assumption: employee only about $256,555 at 4% or $171,037 at 6%; with 50% employer match about $171,037 at 4% or $114,024 at 6%; with 100% employer match about $128,278 at 4% or $85,518 at 6%.
202329$1,374,552$306,971$34,108iApproximate average salary by contribution assumption: employee only about $852,697 at 4% or $568,465 at 6%; with 50% employer match about $568,465 at 4% or $378,977 at 6%; with 100% employer match about $426,349 at 4% or $284,232 at 6%.
SUNCOAST UR, INC. 401(K) PROFIT SHARING PLAN AND TRUST-9$692,641$65,029$7,225iApproximate average salary by contribution assumption: employee only about $180,636 at 4% or $120,424 at 6%; with 50% employer match about $120,424 at 4% or $80,283 at 6%; with 100% employer match about $90,318 at 4% or $60,212 at 6%.
SUNCOAST UR, INC. CASH BALANCE PLAN-8$681,911$241,942$30,243iApproximate average salary by contribution assumption: employee only about $756,069 at 4% or $504,046 at 6%; with 50% employer match about $504,046 at 4% or $336,031 at 6%; with 100% employer match about $378,034 at 4% or $252,023 at 6%.
202228$956,426$281,199$35,150iApproximate average salary by contribution assumption: employee only about $878,747 at 4% or $585,831 at 6%; with 50% employer match about $585,831 at 4% or $390,554 at 6%; with 100% employer match about $439,373 at 4% or $292,916 at 6%.
SUNCOAST UR, INC. 401(K) PROFIT SHARING PLAN AND TRUST-8$560,034$66,720$8,340iApproximate average salary by contribution assumption: employee only about $208,500 at 4% or $139,000 at 6%; with 50% employer match about $139,000 at 4% or $92,667 at 6%; with 100% employer match about $104,250 at 4% or $69,500 at 6%.
SUNCOAST UR, INC. CASH BALANCE PLAN-4$396,392$214,479$53,620iApproximate average salary by contribution assumption: employee only about $1,340,494 at 4% or $893,663 at 6%; with 50% employer match about $893,663 at 4% or $595,775 at 6%; with 100% employer match about $670,247 at 4% or $446,831 at 6%.
202127$758,306$250,718$35,817iApproximate average salary by contribution assumption: employee only about $895,421 at 4% or $596,948 at 6%; with 50% employer match about $596,948 at 4% or $397,965 at 6%; with 100% employer match about $447,711 at 4% or $298,474 at 6%.
SUNCOAST UR INC 401(K) PROFIT SHARING PLAN & TRUST-7$569,811$62,223$8,889iApproximate average salary by contribution assumption: employee only about $222,225 at 4% or $148,150 at 6%; with 50% employer match about $148,150 at 4% or $98,767 at 6%; with 100% employer match about $111,113 at 4% or $74,075 at 6%.
SUNCOAST UR, INC. CASH BALANCE PLAN-4$188,495$188,495$47,124iApproximate average salary by contribution assumption: employee only about $1,178,094 at 4% or $785,396 at 6%; with 50% employer match about $785,396 at 4% or $523,597 at 6%; with 100% employer match about $589,047 at 4% or $392,698 at 6%.
2020224$748,158$33,911$1,413iApproximate average salary by contribution assumption: employee only about $35,324 at 4% or $23,549 at 6%; with 50% employer match about $23,549 at 4% or $15,700 at 6%; with 100% employer match about $17,662 at 4% or $11,775 at 6%.
SUNCOAST UR INC 401(K) PROFIT SHARING PLAN & TRUST-1$485,872$6,500$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
SUNCOAST UR INC. 401(K)-24$262,286$27,411$1,142iApproximate average salary by contribution assumption: employee only about $28,553 at 4% or $19,035 at 6%; with 50% employer match about $19,035 at 4% or $12,690 at 6%; with 100% employer match about $14,277 at 4% or $9,518 at 6%.