Civic Intelligence

United Capital Source LLC

Plan context: United Capital Source LLC 401 K Profit Sharing Plan Trust

EIN 27-4597147 • New York, NY • 6 filings • 1 plans

535 8th Ave FL 9New York, NY 10018-2486
Current Snapshot

Latest Year

2017

2017 Participants

21

2017 Assets

$643,567

2017 Contributions

$151,064

Historical Graphs

Total Assets Over Time

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

$643,567$321,784$0201220152017YearValue
$643,567Latest year 2017

Participants Over Time

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

21110201220152017YearValue
21Latest year 2017

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
2017121$643,567$151,064$7,194iApproximate average salary by contribution assumption: employee only about $179,838 at 4% or $119,892 at 6%; with 50% employer match about $119,892 at 4% or $79,928 at 6%; with 100% employer match about $89,919 at 4% or $59,946 at 6%.
United Capital Source LLC 401 K Profit Sharing Plan Trust-21$643,567$151,064$7,194iApproximate average salary by contribution assumption: employee only about $179,838 at 4% or $119,892 at 6%; with 50% employer match about $119,892 at 4% or $79,928 at 6%; with 100% employer match about $89,919 at 4% or $59,946 at 6%.
2016120$513,774$164,939$8,247iApproximate average salary by contribution assumption: employee only about $206,174 at 4% or $137,449 at 6%; with 50% employer match about $137,449 at 4% or $91,633 at 6%; with 100% employer match about $103,087 at 4% or $68,725 at 6%.
United Capital Source LLC 401 K Profit Sharing Plan Trust-20$513,774$164,939$8,247iApproximate average salary by contribution assumption: employee only about $206,174 at 4% or $137,449 at 6%; with 50% employer match about $137,449 at 4% or $91,633 at 6%; with 100% employer match about $103,087 at 4% or $68,725 at 6%.
2015115$323,650$123,198$8,213iApproximate average salary by contribution assumption: employee only about $205,330 at 4% or $136,887 at 6%; with 50% employer match about $136,887 at 4% or $91,258 at 6%; with 100% employer match about $102,665 at 4% or $68,443 at 6%.
United Capital Source LLC 401 K Profit Sharing Plan Trust-15$323,650$123,198$8,213iApproximate average salary by contribution assumption: employee only about $205,330 at 4% or $136,887 at 6%; with 50% employer match about $136,887 at 4% or $91,258 at 6%; with 100% employer match about $102,665 at 4% or $68,443 at 6%.
201419$210,489$82,960$9,218iApproximate average salary by contribution assumption: employee only about $230,444 at 4% or $153,630 at 6%; with 50% employer match about $153,630 at 4% or $102,420 at 6%; with 100% employer match about $115,222 at 4% or $76,815 at 6%.
United Capital Source LLC 401 K Profit Sharing Plan Trust-9$210,489$82,960$9,218iApproximate average salary by contribution assumption: employee only about $230,444 at 4% or $153,630 at 6%; with 50% employer match about $153,630 at 4% or $102,420 at 6%; with 100% employer match about $115,222 at 4% or $76,815 at 6%.
201319$157,623$87,485$9,721iApproximate average salary by contribution assumption: employee only about $243,014 at 4% or $162,009 at 6%; with 50% employer match about $162,009 at 4% or $108,006 at 6%; with 100% employer match about $121,507 at 4% or $81,005 at 6%.
United Capital Source LLC 401 K Profit Sharing Plan Trust-9$157,623$87,485$9,721iApproximate average salary by contribution assumption: employee only about $243,014 at 4% or $162,009 at 6%; with 50% employer match about $162,009 at 4% or $108,006 at 6%; with 100% employer match about $121,507 at 4% or $81,005 at 6%.
201218$63,367$58,654$7,332iApproximate average salary by contribution assumption: employee only about $183,294 at 4% or $122,196 at 6%; with 50% employer match about $122,196 at 4% or $81,464 at 6%; with 100% employer match about $91,647 at 4% or $61,098 at 6%.
United Capital Source LLC 401 K Profit Sharing Plan Trust-8$63,367$58,654$7,332iApproximate average salary by contribution assumption: employee only about $183,294 at 4% or $122,196 at 6%; with 50% employer match about $122,196 at 4% or $81,464 at 6%; with 100% employer match about $91,647 at 4% or $61,098 at 6%.