Civic Intelligence

Ultimus Fund Solutions LLC

Plan context: Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan

EIN 31-1663251 • Cincinnati, OH • 34 filings • 5 plans

225 Pictoria Drive, Suite 450Cincinnati, OH 45246-1617
Current Snapshot

Latest Year

2024

2024 Participants

1,102

2024 Assets

$86,952,046

2024 Contributions

$12,201,725

Historical Graphs

Total Assets Over Time

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

$86,952,046$43,476,023$0200220132024YearValue
$86,952,046Latest year 2024

Participants Over Time

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

1,1025510200220132024YearValue
1,102Latest year 2024

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
202421,102$86,952,046$12,201,725$11,072iApproximate average salary by contribution assumption: employee only about $276,809 at 4% or $184,539 at 6%; with 50% employer match about $184,539 at 4% or $123,026 at 6%; with 100% employer match about $138,404 at 4% or $92,270 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-1,025$86,952,046$12,201,725$11,904iApproximate average salary by contribution assumption: employee only about $297,603 at 4% or $198,402 at 6%; with 50% employer match about $198,402 at 4% or $132,268 at 6%; with 100% employer match about $148,802 at 4% or $99,201 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-1,102---
20232987$71,338,806$10,631,240$10,771iApproximate average salary by contribution assumption: employee only about $269,282 at 4% or $179,521 at 6%; with 50% employer match about $179,521 at 4% or $119,681 at 6%; with 100% employer match about $134,641 at 4% or $89,761 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-928$71,338,806$10,631,240$11,456iApproximate average salary by contribution assumption: employee only about $286,402 at 4% or $190,935 at 6%; with 50% employer match about $190,935 at 4% or $127,290 at 6%; with 100% employer match about $143,201 at 4% or $95,467 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-987---
20222982$55,418,937$8,523,859$8,680iApproximate average salary by contribution assumption: employee only about $217,003 at 4% or $144,668 at 6%; with 50% employer match about $144,668 at 4% or $96,446 at 6%; with 100% employer match about $108,501 at 4% or $72,334 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-787$55,418,937$8,523,859$10,831iApproximate average salary by contribution assumption: employee only about $270,771 at 4% or $180,514 at 6%; with 50% employer match about $180,514 at 4% or $120,342 at 6%; with 100% employer match about $135,385 at 4% or $90,257 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-982---
20212766$64,317,071$7,379,783$9,634iApproximate average salary by contribution assumption: employee only about $240,855 at 4% or $160,570 at 6%; with 50% employer match about $160,570 at 4% or $107,046 at 6%; with 100% employer match about $120,427 at 4% or $80,285 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-642$64,317,071$7,379,783$11,495iApproximate average salary by contribution assumption: employee only about $287,375 at 4% or $191,583 at 6%; with 50% employer match about $191,583 at 4% or $127,722 at 6%; with 100% employer match about $143,687 at 4% or $95,792 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-766---
20202608$45,156,130$5,836,414$9,599iApproximate average salary by contribution assumption: employee only about $239,984 at 4% or $159,989 at 6%; with 50% employer match about $159,989 at 4% or $106,660 at 6%; with 100% employer match about $119,992 at 4% or $79,995 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-608$45,156,130$5,836,414$9,599iApproximate average salary by contribution assumption: employee only about $239,984 at 4% or $159,989 at 6%; with 50% employer match about $159,989 at 4% or $106,660 at 6%; with 100% employer match about $119,992 at 4% or $79,995 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-520---
20192202$17,503,735$2,571,656$12,731iApproximate average salary by contribution assumption: employee only about $318,274 at 4% or $212,183 at 6%; with 50% employer match about $212,183 at 4% or $141,455 at 6%; with 100% employer match about $159,137 at 4% or $106,091 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-191$17,503,735$2,571,656$13,464iApproximate average salary by contribution assumption: employee only about $336,604 at 4% or $224,403 at 6%; with 50% employer match about $224,403 at 4% or $149,602 at 6%; with 100% employer match about $168,302 at 4% or $112,201 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-202---
20182184$13,288,651$1,920,547$10,438iApproximate average salary by contribution assumption: employee only about $260,944 at 4% or $173,963 at 6%; with 50% employer match about $173,963 at 4% or $115,975 at 6%; with 100% employer match about $130,472 at 4% or $86,981 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-184$13,288,651$1,920,547$10,438iApproximate average salary by contribution assumption: employee only about $260,944 at 4% or $173,963 at 6%; with 50% employer match about $173,963 at 4% or $115,975 at 6%; with 100% employer match about $130,472 at 4% or $86,981 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-154---
20172148$12,441,951$1,764,429$11,922iApproximate average salary by contribution assumption: employee only about $298,045 at 4% or $198,697 at 6%; with 50% employer match about $198,697 at 4% or $132,465 at 6%; with 100% employer match about $149,023 at 4% or $99,348 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-148$12,441,951$1,764,429$11,922iApproximate average salary by contribution assumption: employee only about $298,045 at 4% or $198,697 at 6%; with 50% employer match about $198,697 at 4% or $132,465 at 6%; with 100% employer match about $149,023 at 4% or $99,348 at 6%.
Ultimus Fund Solutions LLC Health Benefits Plan-131---
20164133$10,505,493$2,199,555$16,538iApproximate average salary by contribution assumption: employee only about $413,450 at 4% or $275,633 at 6%; with 50% employer match about $275,633 at 4% or $183,756 at 6%; with 100% employer match about $206,725 at 4% or $137,817 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-133$10,505,493$2,199,555$16,538iApproximate average salary by contribution assumption: employee only about $413,450 at 4% or $275,633 at 6%; with 50% employer match about $275,633 at 4% or $183,756 at 6%; with 100% employer match about $206,725 at 4% or $137,817 at 6%.
Ultimus Fund Solutions LLC Long Term Disability Plan-0---
Ultimus Fund Solutions LLC Group Life Insurance Plan-0---
Ultimus Fund Solutions LLC Short Term Disability Plan-0---
2015191$7,718,173$833,115$9,155iApproximate average salary by contribution assumption: employee only about $228,878 at 4% or $152,585 at 6%; with 50% employer match about $152,585 at 4% or $101,723 at 6%; with 100% employer match about $114,439 at 4% or $76,293 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-91$7,718,173$833,115$9,155iApproximate average salary by contribution assumption: employee only about $228,878 at 4% or $152,585 at 6%; with 50% employer match about $152,585 at 4% or $101,723 at 6%; with 100% employer match about $114,439 at 4% or $76,293 at 6%.
2014175$7,127,984$701,870$9,358iApproximate average salary by contribution assumption: employee only about $233,957 at 4% or $155,971 at 6%; with 50% employer match about $155,971 at 4% or $103,981 at 6%; with 100% employer match about $116,978 at 4% or $77,986 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-75$7,127,984$701,870$9,358iApproximate average salary by contribution assumption: employee only about $233,957 at 4% or $155,971 at 6%; with 50% employer match about $155,971 at 4% or $103,981 at 6%; with 100% employer match about $116,978 at 4% or $77,986 at 6%.
2013171$6,496,569$663,262$9,342iApproximate average salary by contribution assumption: employee only about $233,543 at 4% or $155,695 at 6%; with 50% employer match about $155,695 at 4% or $103,797 at 6%; with 100% employer match about $116,771 at 4% or $77,848 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-71$6,496,569$663,262$9,342iApproximate average salary by contribution assumption: employee only about $233,543 at 4% or $155,695 at 6%; with 50% employer match about $155,695 at 4% or $103,797 at 6%; with 100% employer match about $116,771 at 4% or $77,848 at 6%.
2012171$5,244,050$741,356$10,442iApproximate average salary by contribution assumption: employee only about $261,041 at 4% or $174,027 at 6%; with 50% employer match about $174,027 at 4% or $116,018 at 6%; with 100% employer match about $130,520 at 4% or $87,014 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-71$5,244,050$741,356$10,442iApproximate average salary by contribution assumption: employee only about $261,041 at 4% or $174,027 at 6%; with 50% employer match about $174,027 at 4% or $116,018 at 6%; with 100% employer match about $130,520 at 4% or $87,014 at 6%.
2011163$4,324,910$758,927$12,046iApproximate average salary by contribution assumption: employee only about $301,162 at 4% or $200,774 at 6%; with 50% employer match about $200,774 at 4% or $133,850 at 6%; with 100% employer match about $150,581 at 4% or $100,387 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-63$4,324,910$758,927$12,046iApproximate average salary by contribution assumption: employee only about $301,162 at 4% or $200,774 at 6%; with 50% employer match about $200,774 at 4% or $133,850 at 6%; with 100% employer match about $150,581 at 4% or $100,387 at 6%.
2010164$3,636,777$664,571$10,384iApproximate average salary by contribution assumption: employee only about $259,598 at 4% or $173,065 at 6%; with 50% employer match about $173,065 at 4% or $115,377 at 6%; with 100% employer match about $129,799 at 4% or $86,533 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-64$3,636,777$664,571$10,384iApproximate average salary by contribution assumption: employee only about $259,598 at 4% or $173,065 at 6%; with 50% employer match about $173,065 at 4% or $115,377 at 6%; with 100% employer match about $129,799 at 4% or $86,533 at 6%.
2009163$2,875,613$687,535$10,913iApproximate average salary by contribution assumption: employee only about $272,831 at 4% or $181,888 at 6%; with 50% employer match about $181,888 at 4% or $121,258 at 6%; with 100% employer match about $136,416 at 4% or $90,944 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-63$2,875,613$687,535$10,913iApproximate average salary by contribution assumption: employee only about $272,831 at 4% or $181,888 at 6%; with 50% employer match about $181,888 at 4% or $121,258 at 6%; with 100% employer match about $136,416 at 4% or $90,944 at 6%.
2008157$1,885,655$513,397$9,007iApproximate average salary by contribution assumption: employee only about $225,174 at 4% or $150,116 at 6%; with 50% employer match about $150,116 at 4% or $100,077 at 6%; with 100% employer match about $112,587 at 4% or $75,058 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-57$1,885,655$513,397$9,007iApproximate average salary by contribution assumption: employee only about $225,174 at 4% or $150,116 at 6%; with 50% employer match about $150,116 at 4% or $100,077 at 6%; with 100% employer match about $112,587 at 4% or $75,058 at 6%.
2007147$1,816,263$504,795$10,740iApproximate average salary by contribution assumption: employee only about $268,508 at 4% or $179,005 at 6%; with 50% employer match about $179,005 at 4% or $119,337 at 6%; with 100% employer match about $134,254 at 4% or $89,503 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-47$1,816,263$504,795$10,740iApproximate average salary by contribution assumption: employee only about $268,508 at 4% or $179,005 at 6%; with 50% employer match about $179,005 at 4% or $119,337 at 6%; with 100% employer match about $134,254 at 4% or $89,503 at 6%.
2006137$1,326,672$382,266$10,332iApproximate average salary by contribution assumption: employee only about $258,288 at 4% or $172,192 at 6%; with 50% employer match about $172,192 at 4% or $114,795 at 6%; with 100% employer match about $129,144 at 4% or $86,096 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-37$1,326,672$382,266$10,332iApproximate average salary by contribution assumption: employee only about $258,288 at 4% or $172,192 at 6%; with 50% employer match about $172,192 at 4% or $114,795 at 6%; with 100% employer match about $129,144 at 4% or $86,096 at 6%.
2005141$899,807$352,605$8,600iApproximate average salary by contribution assumption: employee only about $215,003 at 4% or $143,335 at 6%; with 50% employer match about $143,335 at 4% or $95,557 at 6%; with 100% employer match about $107,502 at 4% or $71,668 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-41$899,807$352,605$8,600iApproximate average salary by contribution assumption: employee only about $215,003 at 4% or $143,335 at 6%; with 50% employer match about $143,335 at 4% or $95,557 at 6%; with 100% employer match about $107,502 at 4% or $71,668 at 6%.
2004133$543,691$280,152$8,489iApproximate average salary by contribution assumption: employee only about $212,236 at 4% or $141,491 at 6%; with 50% employer match about $141,491 at 4% or $94,327 at 6%; with 100% employer match about $106,118 at 4% or $70,745 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-33$543,691$280,152$8,489iApproximate average salary by contribution assumption: employee only about $212,236 at 4% or $141,491 at 6%; with 50% employer match about $141,491 at 4% or $94,327 at 6%; with 100% employer match about $106,118 at 4% or $70,745 at 6%.
2003127$237,962$120,534$4,464iApproximate average salary by contribution assumption: employee only about $111,606 at 4% or $74,404 at 6%; with 50% employer match about $74,404 at 4% or $49,602 at 6%; with 100% employer match about $55,803 at 4% or $37,202 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-27$237,962$120,534$4,464iApproximate average salary by contribution assumption: employee only about $111,606 at 4% or $74,404 at 6%; with 50% employer match about $74,404 at 4% or $49,602 at 6%; with 100% employer match about $55,803 at 4% or $37,202 at 6%.
2002128$82,677$86,328$3,083iApproximate average salary by contribution assumption: employee only about $77,079 at 4% or $51,386 at 6%; with 50% employer match about $51,386 at 4% or $34,257 at 6%; with 100% employer match about $38,539 at 4% or $25,693 at 6%.
Ultimus Fund Solutions LLC Retirement & Profit Sharing Plan-28$82,677$86,328$3,083iApproximate average salary by contribution assumption: employee only about $77,079 at 4% or $51,386 at 6%; with 50% employer match about $51,386 at 4% or $34,257 at 6%; with 100% employer match about $38,539 at 4% or $25,693 at 6%.