Civic Intelligence

Ucpa PC

Plan context: Ucpa Retirement Plan and Trust

EIN 35-1607859 • Speedway, IN • 18 filings • 4 plans

5610 Crawfordsville RoadSuite 2002Speedway, IN 46224-3727
Current Snapshot

Latest Year

2016

2016 Participants

55

2016 Assets

$27,296,229

2016 Contributions

$2,161,285

Historical Graphs

Total Assets Over Time

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

$28,131,963$14,065,982$0199920092015YearValue
$27,296,229Latest year 2015

Participants Over Time

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

123620199920072015YearValue
55Latest year 2015

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
201610$0$0-
Ucpa Retirement Plan and Trust-0$0$0-
2015155$27,296,229$2,161,285$39,296iApproximate average salary by contribution assumption: employee only about $982,402 at 4% or $654,935 at 6%; with 50% employer match about $654,935 at 4% or $436,623 at 6%; with 100% employer match about $491,201 at 4% or $327,467 at 6%.
Ucpa Retirement Plan and Trust-55$27,296,229$2,161,285$39,296iApproximate average salary by contribution assumption: employee only about $982,402 at 4% or $654,935 at 6%; with 50% employer match about $654,935 at 4% or $436,623 at 6%; with 100% employer match about $491,201 at 4% or $327,467 at 6%.
2014166$28,131,963$2,120,735$32,132iApproximate average salary by contribution assumption: employee only about $803,309 at 4% or $535,539 at 6%; with 50% employer match about $535,539 at 4% or $357,026 at 6%; with 100% employer match about $401,654 at 4% or $267,770 at 6%.
Ucpa Retirement Plan and Trust-66$28,131,963$2,120,735$32,132iApproximate average salary by contribution assumption: employee only about $803,309 at 4% or $535,539 at 6%; with 50% employer match about $535,539 at 4% or $357,026 at 6%; with 100% employer match about $401,654 at 4% or $267,770 at 6%.
2013191$27,914,327$2,179,770$23,954iApproximate average salary by contribution assumption: employee only about $598,838 at 4% or $399,225 at 6%; with 50% employer match about $399,225 at 4% or $266,150 at 6%; with 100% employer match about $299,419 at 4% or $199,613 at 6%.
Ucpa Retirement Plan and Trust-91$27,914,327$2,179,770$23,954iApproximate average salary by contribution assumption: employee only about $598,838 at 4% or $399,225 at 6%; with 50% employer match about $399,225 at 4% or $266,150 at 6%; with 100% employer match about $299,419 at 4% or $199,613 at 6%.
2012192$22,542,987$2,161,068$23,490iApproximate average salary by contribution assumption: employee only about $587,247 at 4% or $391,498 at 6%; with 50% employer match about $391,498 at 4% or $260,999 at 6%; with 100% employer match about $293,623 at 4% or $195,749 at 6%.
Ucpa Retirement Plan and Trust-92$22,542,987$2,161,068$23,490iApproximate average salary by contribution assumption: employee only about $587,247 at 4% or $391,498 at 6%; with 50% employer match about $391,498 at 4% or $260,999 at 6%; with 100% employer match about $293,623 at 4% or $195,749 at 6%.
20111123$19,839,966$2,060,224$16,750iApproximate average salary by contribution assumption: employee only about $418,745 at 4% or $279,163 at 6%; with 50% employer match about $279,163 at 4% or $186,109 at 6%; with 100% employer match about $209,372 at 4% or $139,582 at 6%.
Ucpa Retirement Plan and Trust-123$19,839,966$2,060,224$16,750iApproximate average salary by contribution assumption: employee only about $418,745 at 4% or $279,163 at 6%; with 50% employer match about $279,163 at 4% or $186,109 at 6%; with 100% employer match about $209,372 at 4% or $139,582 at 6%.
20101103$18,751,748$2,062,942$20,029iApproximate average salary by contribution assumption: employee only about $500,714 at 4% or $333,809 at 6%; with 50% employer match about $333,809 at 4% or $222,540 at 6%; with 100% employer match about $250,357 at 4% or $166,905 at 6%.
Ucpa Retirement Plan and Trust-103$18,751,748$2,062,942$20,029iApproximate average salary by contribution assumption: employee only about $500,714 at 4% or $333,809 at 6%; with 50% employer match about $333,809 at 4% or $222,540 at 6%; with 100% employer match about $250,357 at 4% or $166,905 at 6%.
2009199$14,599,469$1,873,357$18,923iApproximate average salary by contribution assumption: employee only about $473,070 at 4% or $315,380 at 6%; with 50% employer match about $315,380 at 4% or $210,253 at 6%; with 100% employer match about $236,535 at 4% or $157,690 at 6%.
Ucpa Retirement Plan and Trust-99$14,599,469$1,873,357$18,923iApproximate average salary by contribution assumption: employee only about $473,070 at 4% or $315,380 at 6%; with 50% employer match about $315,380 at 4% or $210,253 at 6%; with 100% employer match about $236,535 at 4% or $157,690 at 6%.
2008176$0$0-
Ucpa Retirement Plan and Trust-76---
2007171$0$0-
Ucpa Retirement Plan and Trust-71---
2006163$14,428,343$1,300,647$20,645iApproximate average salary by contribution assumption: employee only about $516,130 at 4% or $344,087 at 6%; with 50% employer match about $344,087 at 4% or $229,391 at 6%; with 100% employer match about $258,065 at 4% or $172,043 at 6%.
Ucpa Retirement Plan and Trust-63$14,428,343$1,300,647$20,645iApproximate average salary by contribution assumption: employee only about $516,130 at 4% or $344,087 at 6%; with 50% employer match about $344,087 at 4% or $229,391 at 6%; with 100% employer match about $258,065 at 4% or $172,043 at 6%.
2005165$11,999,993$1,270,593$19,548iApproximate average salary by contribution assumption: employee only about $488,690 at 4% or $325,793 at 6%; with 50% employer match about $325,793 at 4% or $217,195 at 6%; with 100% employer match about $244,345 at 4% or $162,897 at 6%.
Ucpa Retirement Plan and Trust-65$11,999,993$1,270,593$19,548iApproximate average salary by contribution assumption: employee only about $488,690 at 4% or $325,793 at 6%; with 50% employer match about $325,793 at 4% or $217,195 at 6%; with 100% employer match about $244,345 at 4% or $162,897 at 6%.
2004167$10,907,111$1,145,800$17,101iApproximate average salary by contribution assumption: employee only about $427,537 at 4% or $285,025 at 6%; with 50% employer match about $285,025 at 4% or $190,017 at 6%; with 100% employer match about $213,769 at 4% or $142,512 at 6%.
Ucpa Retirement Plan and Trust-67$10,907,111$1,145,800$17,101iApproximate average salary by contribution assumption: employee only about $427,537 at 4% or $285,025 at 6%; with 50% employer match about $285,025 at 4% or $190,017 at 6%; with 100% employer match about $213,769 at 4% or $142,512 at 6%.
2003164$8,797,263$1,159,466$18,117iApproximate average salary by contribution assumption: employee only about $452,916 at 4% or $301,944 at 6%; with 50% employer match about $301,944 at 4% or $201,296 at 6%; with 100% employer match about $226,458 at 4% or $150,972 at 6%.
Ucpa Retirement Plan and Trust-64$8,797,263$1,159,466$18,117iApproximate average salary by contribution assumption: employee only about $452,916 at 4% or $301,944 at 6%; with 50% employer match about $301,944 at 4% or $201,296 at 6%; with 100% employer match about $226,458 at 4% or $150,972 at 6%.
2002162$7,419,573$1,584,651$25,559iApproximate average salary by contribution assumption: employee only about $638,972 at 4% or $425,981 at 6%; with 50% employer match about $425,981 at 4% or $283,988 at 6%; with 100% employer match about $319,486 at 4% or $212,991 at 6%.
Ucpa Retirement Plan and Trust-62$7,419,573$1,584,651$25,559iApproximate average salary by contribution assumption: employee only about $638,972 at 4% or $425,981 at 6%; with 50% employer match about $425,981 at 4% or $283,988 at 6%; with 100% employer match about $319,486 at 4% or $212,991 at 6%.
2001153$6,819,252$905,973$17,094iApproximate average salary by contribution assumption: employee only about $427,346 at 4% or $284,897 at 6%; with 50% employer match about $284,897 at 4% or $189,931 at 6%; with 100% employer match about $213,673 at 4% or $142,449 at 6%.
Ucpa Retirement Plan and Trust-53$6,819,252$905,973$17,094iApproximate average salary by contribution assumption: employee only about $427,346 at 4% or $284,897 at 6%; with 50% employer match about $284,897 at 4% or $189,931 at 6%; with 100% employer match about $213,673 at 4% or $142,449 at 6%.
2000151$0$0-
Ucpa Retirement Plan and Trust-51---
1999148$9,546,175$465,081$9,689iApproximate average salary by contribution assumption: employee only about $242,230 at 4% or $161,486 at 6%; with 50% employer match about $161,486 at 4% or $107,658 at 6%; with 100% employer match about $121,115 at 4% or $80,743 at 6%.
Ucpa Retirement Plan and Trust-48$9,546,175$465,081$9,689iApproximate average salary by contribution assumption: employee only about $242,230 at 4% or $161,486 at 6%; with 50% employer match about $161,486 at 4% or $107,658 at 6%; with 100% employer match about $121,115 at 4% or $80,743 at 6%.