Wm G Uhl Agency Inc.
Plan context: Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan
EIN 31-0824983 • Dayton, OH • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$2,980,891
2024 Contributions
$218,670
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $2,980,891 | $218,670 | $16,821iApproximate average salary by contribution assumption: employee only about $420,519 at 4% or $280,346 at 6%; with 50% employer match about $280,346 at 4% or $186,897 at 6%; with 100% employer match about $210,260 at 4% or $140,173 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 13 | $2,980,891 | $218,670 | $16,821iApproximate average salary by contribution assumption: employee only about $420,519 at 4% or $280,346 at 6%; with 50% employer match about $280,346 at 4% or $186,897 at 6%; with 100% employer match about $210,260 at 4% or $140,173 at 6%. |
| 2023 | 1 | 13 | $2,600,003 | $253,211 | $19,478iApproximate average salary by contribution assumption: employee only about $486,944 at 4% or $324,629 at 6%; with 50% employer match about $324,629 at 4% or $216,420 at 6%; with 100% employer match about $243,472 at 4% or $162,315 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 13 | $2,600,003 | $253,211 | $19,478iApproximate average salary by contribution assumption: employee only about $486,944 at 4% or $324,629 at 6%; with 50% employer match about $324,629 at 4% or $216,420 at 6%; with 100% employer match about $243,472 at 4% or $162,315 at 6%. |
| 2022 | 1 | 11 | $1,929,129 | $114,339 | $10,394iApproximate average salary by contribution assumption: employee only about $259,861 at 4% or $173,241 at 6%; with 50% employer match about $173,241 at 4% or $115,494 at 6%; with 100% employer match about $129,931 at 4% or $86,620 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 11 | $1,929,129 | $114,339 | $10,394iApproximate average salary by contribution assumption: employee only about $259,861 at 4% or $173,241 at 6%; with 50% employer match about $173,241 at 4% or $115,494 at 6%; with 100% employer match about $129,931 at 4% or $86,620 at 6%. |
| 2021 | 1 | 14 | $2,614,043 | $138,394 | $9,885iApproximate average salary by contribution assumption: employee only about $247,132 at 4% or $164,755 at 6%; with 50% employer match about $164,755 at 4% or $109,837 at 6%; with 100% employer match about $123,566 at 4% or $82,377 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 14 | $2,614,043 | $138,394 | $9,885iApproximate average salary by contribution assumption: employee only about $247,132 at 4% or $164,755 at 6%; with 50% employer match about $164,755 at 4% or $109,837 at 6%; with 100% employer match about $123,566 at 4% or $82,377 at 6%. |
| 2020 | 1 | 14 | $2,182,134 | $173,386 | $12,385iApproximate average salary by contribution assumption: employee only about $309,618 at 4% or $206,412 at 6%; with 50% employer match about $206,412 at 4% or $137,608 at 6%; with 100% employer match about $154,809 at 4% or $103,206 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 14 | $2,182,134 | $173,386 | $12,385iApproximate average salary by contribution assumption: employee only about $309,618 at 4% or $206,412 at 6%; with 50% employer match about $206,412 at 4% or $137,608 at 6%; with 100% employer match about $154,809 at 4% or $103,206 at 6%. |
| 2019 | 1 | 13 | $1,712,124 | $110,357 | $8,489iApproximate average salary by contribution assumption: employee only about $212,225 at 4% or $141,483 at 6%; with 50% employer match about $141,483 at 4% or $94,322 at 6%; with 100% employer match about $106,113 at 4% or $70,742 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 13 | $1,712,124 | $110,357 | $8,489iApproximate average salary by contribution assumption: employee only about $212,225 at 4% or $141,483 at 6%; with 50% employer match about $141,483 at 4% or $94,322 at 6%; with 100% employer match about $106,113 at 4% or $70,742 at 6%. |
| 2018 | 1 | 13 | $2,078,405 | $212,450 | $16,342iApproximate average salary by contribution assumption: employee only about $408,558 at 4% or $272,372 at 6%; with 50% employer match about $272,372 at 4% or $181,581 at 6%; with 100% employer match about $204,279 at 4% or $136,186 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 13 | $2,078,405 | $212,450 | $16,342iApproximate average salary by contribution assumption: employee only about $408,558 at 4% or $272,372 at 6%; with 50% employer match about $272,372 at 4% or $181,581 at 6%; with 100% employer match about $204,279 at 4% or $136,186 at 6%. |
| 2017 | 1 | 12 | $2,043,361 | $108,362 | $9,030iApproximate average salary by contribution assumption: employee only about $225,754 at 4% or $150,503 at 6%; with 50% employer match about $150,503 at 4% or $100,335 at 6%; with 100% employer match about $112,877 at 4% or $75,251 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 12 | $2,043,361 | $108,362 | $9,030iApproximate average salary by contribution assumption: employee only about $225,754 at 4% or $150,503 at 6%; with 50% employer match about $150,503 at 4% or $100,335 at 6%; with 100% employer match about $112,877 at 4% or $75,251 at 6%. |
| 2016 | 1 | 11 | $1,637,158 | $102,549 | $9,323iApproximate average salary by contribution assumption: employee only about $233,066 at 4% or $155,377 at 6%; with 50% employer match about $155,377 at 4% or $103,585 at 6%; with 100% employer match about $116,533 at 4% or $77,689 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 11 | $1,637,158 | $102,549 | $9,323iApproximate average salary by contribution assumption: employee only about $233,066 at 4% or $155,377 at 6%; with 50% employer match about $155,377 at 4% or $103,585 at 6%; with 100% employer match about $116,533 at 4% or $77,689 at 6%. |
| 2015 | 1 | 11 | $1,413,037 | $94,283 | $8,571iApproximate average salary by contribution assumption: employee only about $214,280 at 4% or $142,853 at 6%; with 50% employer match about $142,853 at 4% or $95,235 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 11 | $1,413,037 | $94,283 | $8,571iApproximate average salary by contribution assumption: employee only about $214,280 at 4% or $142,853 at 6%; with 50% employer match about $142,853 at 4% or $95,235 at 6%; with 100% employer match about $107,140 at 4% or $71,427 at 6%. |
| 2014 | 1 | 10 | $1,344,908 | $90,527 | $9,053iApproximate average salary by contribution assumption: employee only about $226,318 at 4% or $150,878 at 6%; with 50% employer match about $150,878 at 4% or $100,586 at 6%; with 100% employer match about $113,159 at 4% or $75,439 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $1,344,908 | $90,527 | $9,053iApproximate average salary by contribution assumption: employee only about $226,318 at 4% or $150,878 at 6%; with 50% employer match about $150,878 at 4% or $100,586 at 6%; with 100% employer match about $113,159 at 4% or $75,439 at 6%. |
| 2013 | 1 | 10 | $1,192,783 | $87,679 | $8,768iApproximate average salary by contribution assumption: employee only about $219,198 at 4% or $146,132 at 6%; with 50% employer match about $146,132 at 4% or $97,421 at 6%; with 100% employer match about $109,599 at 4% or $73,066 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $1,192,783 | $87,679 | $8,768iApproximate average salary by contribution assumption: employee only about $219,198 at 4% or $146,132 at 6%; with 50% employer match about $146,132 at 4% or $97,421 at 6%; with 100% employer match about $109,599 at 4% or $73,066 at 6%. |
| 2012 | 1 | 10 | $1,001,081 | $76,332 | $7,633iApproximate average salary by contribution assumption: employee only about $190,830 at 4% or $127,220 at 6%; with 50% employer match about $127,220 at 4% or $84,813 at 6%; with 100% employer match about $95,415 at 4% or $63,610 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $1,001,081 | $76,332 | $7,633iApproximate average salary by contribution assumption: employee only about $190,830 at 4% or $127,220 at 6%; with 50% employer match about $127,220 at 4% or $84,813 at 6%; with 100% employer match about $95,415 at 4% or $63,610 at 6%. |
| 2011 | 1 | 10 | $822,907 | $76,602 | $7,660iApproximate average salary by contribution assumption: employee only about $191,505 at 4% or $127,670 at 6%; with 50% employer match about $127,670 at 4% or $85,113 at 6%; with 100% employer match about $95,753 at 4% or $63,835 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $822,907 | $76,602 | $7,660iApproximate average salary by contribution assumption: employee only about $191,505 at 4% or $127,670 at 6%; with 50% employer match about $127,670 at 4% or $85,113 at 6%; with 100% employer match about $95,753 at 4% or $63,835 at 6%. |
| 2010 | 1 | 10 | $778,641 | $71,833 | $7,183iApproximate average salary by contribution assumption: employee only about $179,583 at 4% or $119,722 at 6%; with 50% employer match about $119,722 at 4% or $79,814 at 6%; with 100% employer match about $89,791 at 4% or $59,861 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 10 | $778,641 | $71,833 | $7,183iApproximate average salary by contribution assumption: employee only about $179,583 at 4% or $119,722 at 6%; with 50% employer match about $119,722 at 4% or $79,814 at 6%; with 100% employer match about $89,791 at 4% or $59,861 at 6%. |
| 2009 | 1 | 9 | $589,663 | $69,855 | $7,762iApproximate average salary by contribution assumption: employee only about $194,042 at 4% or $129,361 at 6%; with 50% employer match about $129,361 at 4% or $86,241 at 6%; with 100% employer match about $97,021 at 4% or $64,681 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 9 | $589,663 | $69,855 | $7,762iApproximate average salary by contribution assumption: employee only about $194,042 at 4% or $129,361 at 6%; with 50% employer match about $129,361 at 4% or $86,241 at 6%; with 100% employer match about $97,021 at 4% or $64,681 at 6%. |
| 2008 | 1 | 8 | $417,335 | $66,702 | $8,338iApproximate average salary by contribution assumption: employee only about $208,444 at 4% or $138,963 at 6%; with 50% employer match about $138,963 at 4% or $92,642 at 6%; with 100% employer match about $104,222 at 4% or $69,481 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 8 | $417,335 | $66,702 | $8,338iApproximate average salary by contribution assumption: employee only about $208,444 at 4% or $138,963 at 6%; with 50% employer match about $138,963 at 4% or $92,642 at 6%; with 100% employer match about $104,222 at 4% or $69,481 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 9 | - | - | - |
| 2006 | 1 | 8 | $485,046 | $59,958 | $7,495iApproximate average salary by contribution assumption: employee only about $187,369 at 4% or $124,913 at 6%; with 50% employer match about $124,913 at 4% or $83,275 at 6%; with 100% employer match about $93,684 at 4% or $62,456 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 8 | $485,046 | $59,958 | $7,495iApproximate average salary by contribution assumption: employee only about $187,369 at 4% or $124,913 at 6%; with 50% employer match about $124,913 at 4% or $83,275 at 6%; with 100% employer match about $93,684 at 4% or $62,456 at 6%. |
| 2005 | 2 | 7 | $391,645 | $58,766 | $8,395iApproximate average salary by contribution assumption: employee only about $209,879 at 4% or $139,919 at 6%; with 50% employer match about $139,919 at 4% or $93,279 at 6%; with 100% employer match about $104,939 at 4% or $69,960 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 7 | $391,645 | $58,766 | $8,395iApproximate average salary by contribution assumption: employee only about $209,879 at 4% or $139,919 at 6%; with 50% employer match about $139,919 at 4% or $93,279 at 6%; with 100% employer match about $104,939 at 4% or $69,960 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2004 | 1 | 7 | $340,019 | $54,186 | $7,741iApproximate average salary by contribution assumption: employee only about $193,521 at 4% or $129,014 at 6%; with 50% employer match about $129,014 at 4% or $86,010 at 6%; with 100% employer match about $96,761 at 4% or $64,507 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 7 | $340,019 | $54,186 | $7,741iApproximate average salary by contribution assumption: employee only about $193,521 at 4% or $129,014 at 6%; with 50% employer match about $129,014 at 4% or $86,010 at 6%; with 100% employer match about $96,761 at 4% or $64,507 at 6%. |
| 2002 | 2 | 8 | $0 | $0 | - |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 8 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 7 | $176,294 | $33,964 | $4,852iApproximate average salary by contribution assumption: employee only about $121,300 at 4% or $80,867 at 6%; with 50% employer match about $80,867 at 4% or $53,911 at 6%; with 100% employer match about $60,650 at 4% or $40,433 at 6%. |
| Wm. G. Uhl Agency Inc. 401(K) Profit Sharing Plan | - | 7 | $176,294 | $33,964 | $4,852iApproximate average salary by contribution assumption: employee only about $121,300 at 4% or $80,867 at 6%; with 50% employer match about $80,867 at 4% or $53,911 at 6%; with 100% employer match about $60,650 at 4% or $40,433 at 6%. |