Civic Intelligence

Ungers & Associates Inc.

Plan context: Ungers & Associates Inc. Profit Sharing Plan

EIN 31-1221797 • Cincinnati, OH • 30 filings • 3 plans

1101 St. Gregory StreetSuite 310Cincinnati, OH 45202
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$3,869,467

2021 Contributions

$47,008

Historical Graphs

Total Assets Over Time

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

$3,869,467$1,934,734$0200420122020YearValue
$3,869,467Latest year 2020

Participants Over Time

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

630200420122020YearValue
2Latest year 2020

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
202110$0$0-
Ungers & Associates Inc. Profit Sharing Plan-0$0--
202012$3,869,467$47,008$23,504iApproximate average salary by contribution assumption: employee only about $587,600 at 4% or $391,733 at 6%; with 50% employer match about $391,733 at 4% or $261,156 at 6%; with 100% employer match about $293,800 at 4% or $195,867 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-2$3,869,467$47,008$23,504iApproximate average salary by contribution assumption: employee only about $587,600 at 4% or $391,733 at 6%; with 50% employer match about $391,733 at 4% or $261,156 at 6%; with 100% employer match about $293,800 at 4% or $195,867 at 6%.
201913$3,747,483$79,541$26,514iApproximate average salary by contribution assumption: employee only about $662,842 at 4% or $441,894 at 6%; with 50% employer match about $441,894 at 4% or $294,596 at 6%; with 100% employer match about $331,421 at 4% or $220,947 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-3$3,747,483$79,541$26,514iApproximate average salary by contribution assumption: employee only about $662,842 at 4% or $441,894 at 6%; with 50% employer match about $441,894 at 4% or $294,596 at 6%; with 100% employer match about $331,421 at 4% or $220,947 at 6%.
201813$3,664,113$128,958$42,986iApproximate average salary by contribution assumption: employee only about $1,074,650 at 4% or $716,433 at 6%; with 50% employer match about $716,433 at 4% or $477,622 at 6%; with 100% employer match about $537,325 at 4% or $358,217 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-3$3,664,113$128,958$42,986iApproximate average salary by contribution assumption: employee only about $1,074,650 at 4% or $716,433 at 6%; with 50% employer match about $716,433 at 4% or $477,622 at 6%; with 100% employer match about $537,325 at 4% or $358,217 at 6%.
201714$3,655,742$142,744$35,686iApproximate average salary by contribution assumption: employee only about $892,150 at 4% or $594,767 at 6%; with 50% employer match about $594,767 at 4% or $396,511 at 6%; with 100% employer match about $446,075 at 4% or $297,383 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-4$3,655,742$142,744$35,686iApproximate average salary by contribution assumption: employee only about $892,150 at 4% or $594,767 at 6%; with 50% employer match about $594,767 at 4% or $396,511 at 6%; with 100% employer match about $446,075 at 4% or $297,383 at 6%.
201616$3,264,063$713,102$118,850iApproximate average salary by contribution assumption: employee only about $2,971,258 at 4% or $1,980,839 at 6%; with 50% employer match about $1,980,839 at 4% or $1,320,559 at 6%; with 100% employer match about $1,485,629 at 4% or $990,419 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-6$3,264,063$713,102$118,850iApproximate average salary by contribution assumption: employee only about $2,971,258 at 4% or $1,980,839 at 6%; with 50% employer match about $1,980,839 at 4% or $1,320,559 at 6%; with 100% employer match about $1,485,629 at 4% or $990,419 at 6%.
201526$2,370,686$112,639$18,773iApproximate average salary by contribution assumption: employee only about $469,329 at 4% or $312,886 at 6%; with 50% employer match about $312,886 at 4% or $208,591 at 6%; with 100% employer match about $234,665 at 4% or $156,443 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-6$2,370,686$112,639$18,773iApproximate average salary by contribution assumption: employee only about $469,329 at 4% or $312,886 at 6%; with 50% employer match about $312,886 at 4% or $208,591 at 6%; with 100% employer match about $234,665 at 4% or $156,443 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-0$0$0-
201426$2,884,483$133,775$22,296iApproximate average salary by contribution assumption: employee only about $557,396 at 4% or $371,597 at 6%; with 50% employer match about $371,597 at 4% or $247,731 at 6%; with 100% employer match about $278,698 at 4% or $185,799 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-6$2,305,087$133,775$22,296iApproximate average salary by contribution assumption: employee only about $557,396 at 4% or $371,597 at 6%; with 50% employer match about $371,597 at 4% or $247,731 at 6%; with 100% employer match about $278,698 at 4% or $185,799 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-6$579,396--
201325$2,568,787$128,349$25,670iApproximate average salary by contribution assumption: employee only about $641,745 at 4% or $427,830 at 6%; with 50% employer match about $427,830 at 4% or $285,220 at 6%; with 100% employer match about $320,873 at 4% or $213,915 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-5$2,040,171$128,349$25,670iApproximate average salary by contribution assumption: employee only about $641,745 at 4% or $427,830 at 6%; with 50% employer match about $427,830 at 4% or $285,220 at 6%; with 100% employer match about $320,873 at 4% or $213,915 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-5$528,616--
201226$2,036,792$123,492$20,582iApproximate average salary by contribution assumption: employee only about $514,550 at 4% or $343,033 at 6%; with 50% employer match about $343,033 at 4% or $228,689 at 6%; with 100% employer match about $257,275 at 4% or $171,517 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-5$1,601,746$123,492$24,698iApproximate average salary by contribution assumption: employee only about $617,460 at 4% or $411,640 at 6%; with 50% employer match about $411,640 at 4% or $274,427 at 6%; with 100% employer match about $308,730 at 4% or $205,820 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-6$435,046--
201126$1,773,798$126,958$21,160iApproximate average salary by contribution assumption: employee only about $528,992 at 4% or $352,661 at 6%; with 50% employer match about $352,661 at 4% or $235,107 at 6%; with 100% employer match about $264,496 at 4% or $176,331 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-6$1,366,775$67,693$11,282iApproximate average salary by contribution assumption: employee only about $282,054 at 4% or $188,036 at 6%; with 50% employer match about $188,036 at 4% or $125,357 at 6%; with 100% employer match about $141,027 at 4% or $94,018 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-6$407,023$59,265$9,878iApproximate average salary by contribution assumption: employee only about $246,938 at 4% or $164,625 at 6%; with 50% employer match about $164,625 at 4% or $109,750 at 6%; with 100% employer match about $123,469 at 4% or $82,313 at 6%.
201026$1,686,651$118,471$19,745iApproximate average salary by contribution assumption: employee only about $493,629 at 4% or $329,086 at 6%; with 50% employer match about $329,086 at 4% or $219,391 at 6%; with 100% employer match about $246,815 at 4% or $164,543 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-6$1,345,667$93,896$15,649iApproximate average salary by contribution assumption: employee only about $391,233 at 4% or $260,822 at 6%; with 50% employer match about $260,822 at 4% or $173,881 at 6%; with 100% employer match about $195,617 at 4% or $130,411 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-6$340,984$24,575$4,096iApproximate average salary by contribution assumption: employee only about $102,396 at 4% or $68,264 at 6%; with 50% employer match about $68,264 at 4% or $45,509 at 6%; with 100% employer match about $51,198 at 4% or $34,132 at 6%.
200926$1,409,435$157,908$26,318iApproximate average salary by contribution assumption: employee only about $657,950 at 4% or $438,633 at 6%; with 50% employer match about $438,633 at 4% or $292,422 at 6%; with 100% employer match about $328,975 at 4% or $219,317 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-6$1,121,295$97,908$16,318iApproximate average salary by contribution assumption: employee only about $407,950 at 4% or $271,967 at 6%; with 50% employer match about $271,967 at 4% or $181,311 at 6%; with 100% employer match about $203,975 at 4% or $135,983 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-6$288,140$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200824$1,095,954$172,367$43,092iApproximate average salary by contribution assumption: employee only about $1,077,294 at 4% or $718,196 at 6%; with 50% employer match about $718,196 at 4% or $478,797 at 6%; with 100% employer match about $538,647 at 4% or $359,098 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-4$888,241$112,387$28,097iApproximate average salary by contribution assumption: employee only about $702,419 at 4% or $468,279 at 6%; with 50% employer match about $468,279 at 4% or $312,186 at 6%; with 100% employer match about $351,209 at 4% or $234,140 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-4$207,713$59,980$14,995iApproximate average salary by contribution assumption: employee only about $374,875 at 4% or $249,917 at 6%; with 50% employer match about $249,917 at 4% or $166,611 at 6%; with 100% employer match about $187,438 at 4% or $124,958 at 6%.
200734$1,188,337$216,072$54,018iApproximate average salary by contribution assumption: employee only about $1,350,450 at 4% or $900,300 at 6%; with 50% employer match about $900,300 at 4% or $600,200 at 6%; with 100% employer match about $675,225 at 4% or $450,150 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-4$1,025,192$128,238$32,060iApproximate average salary by contribution assumption: employee only about $801,488 at 4% or $534,325 at 6%; with 50% employer match about $534,325 at 4% or $356,217 at 6%; with 100% employer match about $400,744 at 4% or $267,163 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-4$163,145$87,834$21,959iApproximate average salary by contribution assumption: employee only about $548,963 at 4% or $365,975 at 6%; with 50% employer match about $365,975 at 4% or $243,983 at 6%; with 100% employer match about $274,481 at 4% or $182,988 at 6%.
UNGERS & ASSOCIATES, INC. RETIREMENT PLAN-0---
200635$895,062$328,396$65,679iApproximate average salary by contribution assumption: employee only about $1,641,980 at 4% or $1,094,653 at 6%; with 50% employer match about $1,094,653 at 4% or $729,769 at 6%; with 100% employer match about $820,990 at 4% or $547,327 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-5$800,143$233,477$46,695iApproximate average salary by contribution assumption: employee only about $1,167,385 at 4% or $778,257 at 6%; with 50% employer match about $778,257 at 4% or $518,838 at 6%; with 100% employer match about $583,693 at 4% or $389,128 at 6%.
Ungers & Associates Inc. Defined Benefit Plan-5$72,614$72,614$14,523iApproximate average salary by contribution assumption: employee only about $363,070 at 4% or $242,047 at 6%; with 50% employer match about $242,047 at 4% or $161,364 at 6%; with 100% employer match about $181,535 at 4% or $121,023 at 6%.
UNGERS & ASSOCIATES, INC. RETIREMENT PLAN-5$22,305$22,305$4,461iApproximate average salary by contribution assumption: employee only about $111,525 at 4% or $74,350 at 6%; with 50% employer match about $74,350 at 4% or $49,567 at 6%; with 100% employer match about $55,763 at 4% or $37,175 at 6%.
200515$476,054$417,265$83,453iApproximate average salary by contribution assumption: employee only about $2,086,325 at 4% or $1,390,883 at 6%; with 50% employer match about $1,390,883 at 4% or $927,256 at 6%; with 100% employer match about $1,043,163 at 4% or $695,442 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-5$476,054$417,265$83,453iApproximate average salary by contribution assumption: employee only about $2,086,325 at 4% or $1,390,883 at 6%; with 50% employer match about $1,390,883 at 4% or $927,256 at 6%; with 100% employer match about $1,043,163 at 4% or $695,442 at 6%.
200416$46,782$46,782$7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%.
Ungers & Associates Inc. Profit Sharing Plan-6$46,782$46,782$7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%.