Civic Intelligence

Ulrich-Chang & Associates Inc.

Plan context: Ulrich-Chang & Associates Inc. 401K Plan

EIN 31-1151127 • Toledo, OH • 21 filings • 5 plans

3220 Central Park West Dr.Toledo, OH 43617
Current Snapshot

Latest Year

2019

2019 Participants

39

2019 Assets

$7,653,844

2019 Contributions

$244,947

Historical Graphs

Total Assets Over Time

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

$7,653,844$3,826,922$0199920092018YearValue
$7,653,844Latest year 2018

Participants Over Time

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

39200199920092018YearValue
39Latest year 2018

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
201910$0$244,947-
Ulrich-Chang & Associates Inc. 401K Plan-0-$244,947-
2018139$7,653,844$768,679$19,710iApproximate average salary by contribution assumption: employee only about $492,743 at 4% or $328,495 at 6%; with 50% employer match about $328,495 at 4% or $218,997 at 6%; with 100% employer match about $246,371 at 4% or $164,248 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-39$7,653,844$768,679$19,710iApproximate average salary by contribution assumption: employee only about $492,743 at 4% or $328,495 at 6%; with 50% employer match about $328,495 at 4% or $218,997 at 6%; with 100% employer match about $246,371 at 4% or $164,248 at 6%.
2017136$7,199,586$416,252$11,563iApproximate average salary by contribution assumption: employee only about $289,064 at 4% or $192,709 at 6%; with 50% employer match about $192,709 at 4% or $128,473 at 6%; with 100% employer match about $144,532 at 4% or $96,355 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-36$7,199,586$416,252$11,563iApproximate average salary by contribution assumption: employee only about $289,064 at 4% or $192,709 at 6%; with 50% employer match about $192,709 at 4% or $128,473 at 6%; with 100% employer match about $144,532 at 4% or $96,355 at 6%.
2016135$5,573,691$427,335$12,210iApproximate average salary by contribution assumption: employee only about $305,239 at 4% or $203,493 at 6%; with 50% employer match about $203,493 at 4% or $135,662 at 6%; with 100% employer match about $152,620 at 4% or $101,746 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-35$5,573,691$427,335$12,210iApproximate average salary by contribution assumption: employee only about $305,239 at 4% or $203,493 at 6%; with 50% employer match about $203,493 at 4% or $135,662 at 6%; with 100% employer match about $152,620 at 4% or $101,746 at 6%.
2015136$4,972,857$366,554$10,182iApproximate average salary by contribution assumption: employee only about $254,551 at 4% or $169,701 at 6%; with 50% employer match about $169,701 at 4% or $113,134 at 6%; with 100% employer match about $127,276 at 4% or $84,850 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-36$4,972,857$366,554$10,182iApproximate average salary by contribution assumption: employee only about $254,551 at 4% or $169,701 at 6%; with 50% employer match about $169,701 at 4% or $113,134 at 6%; with 100% employer match about $127,276 at 4% or $84,850 at 6%.
2014137$5,672,837$331,935$8,971iApproximate average salary by contribution assumption: employee only about $224,280 at 4% or $149,520 at 6%; with 50% employer match about $149,520 at 4% or $99,680 at 6%; with 100% employer match about $112,140 at 4% or $74,760 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-37$5,672,837$331,935$8,971iApproximate average salary by contribution assumption: employee only about $224,280 at 4% or $149,520 at 6%; with 50% employer match about $149,520 at 4% or $99,680 at 6%; with 100% employer match about $112,140 at 4% or $74,760 at 6%.
2013134$4,746,533$323,795$9,523iApproximate average salary by contribution assumption: employee only about $238,085 at 4% or $158,723 at 6%; with 50% employer match about $158,723 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,362 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-34$4,746,533$323,795$9,523iApproximate average salary by contribution assumption: employee only about $238,085 at 4% or $158,723 at 6%; with 50% employer match about $158,723 at 4% or $105,815 at 6%; with 100% employer match about $119,042 at 4% or $79,362 at 6%.
2012130$3,495,071$286,736$9,558iApproximate average salary by contribution assumption: employee only about $238,947 at 4% or $159,298 at 6%; with 50% employer match about $159,298 at 4% or $106,199 at 6%; with 100% employer match about $119,473 at 4% or $79,649 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-30$3,495,071$286,736$9,558iApproximate average salary by contribution assumption: employee only about $238,947 at 4% or $159,298 at 6%; with 50% employer match about $159,298 at 4% or $106,199 at 6%; with 100% employer match about $119,473 at 4% or $79,649 at 6%.
2011132$2,836,342$266,819$8,338iApproximate average salary by contribution assumption: employee only about $208,452 at 4% or $138,968 at 6%; with 50% employer match about $138,968 at 4% or $92,645 at 6%; with 100% employer match about $104,226 at 4% or $69,484 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-32$2,836,342$266,819$8,338iApproximate average salary by contribution assumption: employee only about $208,452 at 4% or $138,968 at 6%; with 50% employer match about $138,968 at 4% or $92,645 at 6%; with 100% employer match about $104,226 at 4% or $69,484 at 6%.
2010132$2,639,854$265,373$8,293iApproximate average salary by contribution assumption: employee only about $207,323 at 4% or $138,215 at 6%; with 50% employer match about $138,215 at 4% or $92,143 at 6%; with 100% employer match about $103,661 at 4% or $69,108 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-32$2,639,854$265,373$8,293iApproximate average salary by contribution assumption: employee only about $207,323 at 4% or $138,215 at 6%; with 50% employer match about $138,215 at 4% or $92,143 at 6%; with 100% employer match about $103,661 at 4% or $69,108 at 6%.
2009132$2,214,386$263,180$8,224iApproximate average salary by contribution assumption: employee only about $205,609 at 4% or $137,073 at 6%; with 50% employer match about $137,073 at 4% or $91,382 at 6%; with 100% employer match about $102,805 at 4% or $68,536 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-32$2,214,386$263,180$8,224iApproximate average salary by contribution assumption: employee only about $205,609 at 4% or $137,073 at 6%; with 50% employer match about $137,073 at 4% or $91,382 at 6%; with 100% employer match about $102,805 at 4% or $68,536 at 6%.
2008131$1,532,229$242,998$7,839iApproximate average salary by contribution assumption: employee only about $195,966 at 4% or $130,644 at 6%; with 50% employer match about $130,644 at 4% or $87,096 at 6%; with 100% employer match about $97,983 at 4% or $65,322 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-31$1,532,229$242,998$7,839iApproximate average salary by contribution assumption: employee only about $195,966 at 4% or $130,644 at 6%; with 50% employer match about $130,644 at 4% or $87,096 at 6%; with 100% employer match about $97,983 at 4% or $65,322 at 6%.
2007136$2,005,685$235,950$6,554iApproximate average salary by contribution assumption: employee only about $163,854 at 4% or $109,236 at 6%; with 50% employer match about $109,236 at 4% or $72,824 at 6%; with 100% employer match about $81,927 at 4% or $54,618 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-36$2,005,685$235,950$6,554iApproximate average salary by contribution assumption: employee only about $163,854 at 4% or $109,236 at 6%; with 50% employer match about $109,236 at 4% or $72,824 at 6%; with 100% employer match about $81,927 at 4% or $54,618 at 6%.
2006128$1,618,580$213,718$7,633iApproximate average salary by contribution assumption: employee only about $190,820 at 4% or $127,213 at 6%; with 50% employer match about $127,213 at 4% or $84,809 at 6%; with 100% employer match about $95,410 at 4% or $63,607 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-28$1,618,580$213,718$7,633iApproximate average salary by contribution assumption: employee only about $190,820 at 4% or $127,213 at 6%; with 50% employer match about $127,213 at 4% or $84,809 at 6%; with 100% employer match about $95,410 at 4% or $63,607 at 6%.
2005134$1,329,390$216,929$6,380iApproximate average salary by contribution assumption: employee only about $159,507 at 4% or $106,338 at 6%; with 50% employer match about $106,338 at 4% or $70,892 at 6%; with 100% employer match about $79,753 at 4% or $53,169 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-34$1,329,390$216,929$6,380iApproximate average salary by contribution assumption: employee only about $159,507 at 4% or $106,338 at 6%; with 50% employer match about $106,338 at 4% or $70,892 at 6%; with 100% employer match about $79,753 at 4% or $53,169 at 6%.
2004127$1,043,604$221,487$8,203iApproximate average salary by contribution assumption: employee only about $205,081 at 4% or $136,720 at 6%; with 50% employer match about $136,720 at 4% or $91,147 at 6%; with 100% employer match about $102,540 at 4% or $68,360 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-27$1,043,604$221,487$8,203iApproximate average salary by contribution assumption: employee only about $205,081 at 4% or $136,720 at 6%; with 50% employer match about $136,720 at 4% or $91,147 at 6%; with 100% employer match about $102,540 at 4% or $68,360 at 6%.
2003124$804,924$194,771$8,115iApproximate average salary by contribution assumption: employee only about $202,886 at 4% or $135,258 at 6%; with 50% employer match about $135,258 at 4% or $90,172 at 6%; with 100% employer match about $101,443 at 4% or $67,629 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-24$804,924$194,771$8,115iApproximate average salary by contribution assumption: employee only about $202,886 at 4% or $135,258 at 6%; with 50% employer match about $135,258 at 4% or $90,172 at 6%; with 100% employer match about $101,443 at 4% or $67,629 at 6%.
2002118$470,315$187,342$10,408iApproximate average salary by contribution assumption: employee only about $260,197 at 4% or $173,465 at 6%; with 50% employer match about $173,465 at 4% or $115,643 at 6%; with 100% employer match about $130,099 at 4% or $86,732 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-18$470,315$187,342$10,408iApproximate average salary by contribution assumption: employee only about $260,197 at 4% or $173,465 at 6%; with 50% employer match about $173,465 at 4% or $115,643 at 6%; with 100% employer match about $130,099 at 4% or $86,732 at 6%.
2001122$554,881$143,521$6,524iApproximate average salary by contribution assumption: employee only about $163,092 at 4% or $108,728 at 6%; with 50% employer match about $108,728 at 4% or $72,485 at 6%; with 100% employer match about $81,546 at 4% or $54,364 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-22$554,881$143,521$6,524iApproximate average salary by contribution assumption: employee only about $163,092 at 4% or $108,728 at 6%; with 50% employer match about $108,728 at 4% or $72,485 at 6%; with 100% employer match about $81,546 at 4% or $54,364 at 6%.
2000120$616,982$113,050$5,653iApproximate average salary by contribution assumption: employee only about $141,313 at 4% or $94,208 at 6%; with 50% employer match about $94,208 at 4% or $62,806 at 6%; with 100% employer match about $70,656 at 4% or $47,104 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-20$616,982$113,050$5,653iApproximate average salary by contribution assumption: employee only about $141,313 at 4% or $94,208 at 6%; with 50% employer match about $94,208 at 4% or $62,806 at 6%; with 100% employer match about $70,656 at 4% or $47,104 at 6%.
1999123$927,350$156,410$6,800iApproximate average salary by contribution assumption: employee only about $170,011 at 4% or $113,341 at 6%; with 50% employer match about $113,341 at 4% or $75,560 at 6%; with 100% employer match about $85,005 at 4% or $56,670 at 6%.
Ulrich-Chang & Associates Inc. 401K Plan-23$927,350$156,410$6,800iApproximate average salary by contribution assumption: employee only about $170,011 at 4% or $113,341 at 6%; with 50% employer match about $113,341 at 4% or $75,560 at 6%; with 100% employer match about $85,005 at 4% or $56,670 at 6%.