Civic Intelligence

George Uzelac & Associates Inc.

Plan context: George Uzelac & Associates Inc. 401K Plan

EIN 35-1795396 • Valparaiso, IN • 18 filings • 4 plans

870 Eastport Centre Dr.Suite 200Valparaiso, IN 46383
Current Snapshot

Latest Year

2017

2017 Participants

20

2017 Assets

$280,002

2017 Contributions

$36,319

Historical Graphs

Total Assets Over Time

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

$1,477,282$738,641$0199920092016YearValue
$280,002Latest year 2016

Participants Over Time

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

20100199920072016YearValue
20Latest year 2016

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
201710$0$36,319-
George Uzelac & Associates Inc. 401K Plan-0$0$36,319-
2016120$280,002$77,881$3,894iApproximate average salary by contribution assumption: employee only about $97,351 at 4% or $64,901 at 6%; with 50% employer match about $64,901 at 4% or $43,267 at 6%; with 100% employer match about $48,676 at 4% or $32,450 at 6%.
George Uzelac & Associates Inc. 401K Plan-20$280,002$77,881$3,894iApproximate average salary by contribution assumption: employee only about $97,351 at 4% or $64,901 at 6%; with 50% employer match about $64,901 at 4% or $43,267 at 6%; with 100% employer match about $48,676 at 4% or $32,450 at 6%.
2015119$347,486$57,678$3,036iApproximate average salary by contribution assumption: employee only about $75,892 at 4% or $50,595 at 6%; with 50% employer match about $50,595 at 4% or $33,730 at 6%; with 100% employer match about $37,946 at 4% or $25,297 at 6%.
George Uzelac & Associates Inc. 401K Plan-19$347,486$57,678$3,036iApproximate average salary by contribution assumption: employee only about $75,892 at 4% or $50,595 at 6%; with 50% employer match about $50,595 at 4% or $33,730 at 6%; with 100% employer match about $37,946 at 4% or $25,297 at 6%.
2014118$385,801$135,874$7,549iApproximate average salary by contribution assumption: employee only about $188,714 at 4% or $125,809 at 6%; with 50% employer match about $125,809 at 4% or $83,873 at 6%; with 100% employer match about $94,357 at 4% or $62,905 at 6%.
George Uzelac & Associates Inc. 401K Plan-18$385,801$135,874$7,549iApproximate average salary by contribution assumption: employee only about $188,714 at 4% or $125,809 at 6%; with 50% employer match about $125,809 at 4% or $83,873 at 6%; with 100% employer match about $94,357 at 4% or $62,905 at 6%.
2013117$537,633$82,268$4,839iApproximate average salary by contribution assumption: employee only about $120,982 at 4% or $80,655 at 6%; with 50% employer match about $80,655 at 4% or $53,770 at 6%; with 100% employer match about $60,491 at 4% or $40,327 at 6%.
George Uzelac & Associates Inc. 401K Plan-17$537,633$82,268$4,839iApproximate average salary by contribution assumption: employee only about $120,982 at 4% or $80,655 at 6%; with 50% employer match about $80,655 at 4% or $53,770 at 6%; with 100% employer match about $60,491 at 4% or $40,327 at 6%.
2012119$1,477,282$141,036$7,423iApproximate average salary by contribution assumption: employee only about $185,574 at 4% or $123,716 at 6%; with 50% employer match about $123,716 at 4% or $82,477 at 6%; with 100% employer match about $92,787 at 4% or $61,858 at 6%.
George Uzelac & Associates Inc. 401K Plan-19$1,477,282$141,036$7,423iApproximate average salary by contribution assumption: employee only about $185,574 at 4% or $123,716 at 6%; with 50% employer match about $123,716 at 4% or $82,477 at 6%; with 100% employer match about $92,787 at 4% or $61,858 at 6%.
2011114$1,347,359$118,156$8,440iApproximate average salary by contribution assumption: employee only about $210,993 at 4% or $140,662 at 6%; with 50% employer match about $140,662 at 4% or $93,775 at 6%; with 100% employer match about $105,496 at 4% or $70,331 at 6%.
George Uzelac & Associates Inc. 401K Plan-14$1,347,359$118,156$8,440iApproximate average salary by contribution assumption: employee only about $210,993 at 4% or $140,662 at 6%; with 50% employer match about $140,662 at 4% or $93,775 at 6%; with 100% employer match about $105,496 at 4% or $70,331 at 6%.
2010117$1,328,899$145,432$8,555iApproximate average salary by contribution assumption: employee only about $213,871 at 4% or $142,580 at 6%; with 50% employer match about $142,580 at 4% or $95,054 at 6%; with 100% employer match about $106,935 at 4% or $71,290 at 6%.
George Uzelac & Associates Inc. 401K Plan-17$1,328,899$145,432$8,555iApproximate average salary by contribution assumption: employee only about $213,871 at 4% or $142,580 at 6%; with 50% employer match about $142,580 at 4% or $95,054 at 6%; with 100% employer match about $106,935 at 4% or $71,290 at 6%.
2009115$1,027,869$132,799$8,853iApproximate average salary by contribution assumption: employee only about $221,332 at 4% or $147,554 at 6%; with 50% employer match about $147,554 at 4% or $98,370 at 6%; with 100% employer match about $110,666 at 4% or $73,777 at 6%.
George Uzelac & Associates Inc. 401K Plan-15$1,027,869$132,799$8,853iApproximate average salary by contribution assumption: employee only about $221,332 at 4% or $147,554 at 6%; with 50% employer match about $147,554 at 4% or $98,370 at 6%; with 100% employer match about $110,666 at 4% or $73,777 at 6%.
2007110$1,072,952$156,306$15,631iApproximate average salary by contribution assumption: employee only about $390,765 at 4% or $260,510 at 6%; with 50% employer match about $260,510 at 4% or $173,673 at 6%; with 100% employer match about $195,383 at 4% or $130,255 at 6%.
George Uzelac & Associates Inc. 401K Plan-10$1,072,952$156,306$15,631iApproximate average salary by contribution assumption: employee only about $390,765 at 4% or $260,510 at 6%; with 50% employer match about $260,510 at 4% or $173,673 at 6%; with 100% employer match about $195,383 at 4% or $130,255 at 6%.
2006112$1,045,491$154,124$12,844iApproximate average salary by contribution assumption: employee only about $321,092 at 4% or $214,061 at 6%; with 50% employer match about $214,061 at 4% or $142,707 at 6%; with 100% employer match about $160,546 at 4% or $107,031 at 6%.
George Uzelac & Associates Inc. 401K Plan-12$1,045,491$154,124$12,844iApproximate average salary by contribution assumption: employee only about $321,092 at 4% or $214,061 at 6%; with 50% employer match about $214,061 at 4% or $142,707 at 6%; with 100% employer match about $160,546 at 4% or $107,031 at 6%.
2005114$787,863$143,350$10,239iApproximate average salary by contribution assumption: employee only about $255,982 at 4% or $170,655 at 6%; with 50% employer match about $170,655 at 4% or $113,770 at 6%; with 100% employer match about $127,991 at 4% or $85,327 at 6%.
George Uzelac & Associates Inc. 401K Plan-14$787,863$143,350$10,239iApproximate average salary by contribution assumption: employee only about $255,982 at 4% or $170,655 at 6%; with 50% employer match about $170,655 at 4% or $113,770 at 6%; with 100% employer match about $127,991 at 4% or $85,327 at 6%.
2004115$628,514$136,405$9,094iApproximate average salary by contribution assumption: employee only about $227,342 at 4% or $151,561 at 6%; with 50% employer match about $151,561 at 4% or $101,041 at 6%; with 100% employer match about $113,671 at 4% or $75,781 at 6%.
George Uzelac & Associates Inc. 401K Plan-15$628,514$136,405$9,094iApproximate average salary by contribution assumption: employee only about $227,342 at 4% or $151,561 at 6%; with 50% employer match about $151,561 at 4% or $101,041 at 6%; with 100% employer match about $113,671 at 4% or $75,781 at 6%.
2003113$429,678$142,883$10,991iApproximate average salary by contribution assumption: employee only about $274,775 at 4% or $183,183 at 6%; with 50% employer match about $183,183 at 4% or $122,122 at 6%; with 100% employer match about $137,388 at 4% or $91,592 at 6%.
George Uzelac & Associates Inc. 401K Plan-13$429,678$142,883$10,991iApproximate average salary by contribution assumption: employee only about $274,775 at 4% or $183,183 at 6%; with 50% employer match about $183,183 at 4% or $122,122 at 6%; with 100% employer match about $137,388 at 4% or $91,592 at 6%.
2002112$249,178$76,079$6,340iApproximate average salary by contribution assumption: employee only about $158,498 at 4% or $105,665 at 6%; with 50% employer match about $105,665 at 4% or $70,444 at 6%; with 100% employer match about $79,249 at 4% or $52,833 at 6%.
George Uzelac & Associates Inc. 401K Plan-12$249,178$76,079$6,340iApproximate average salary by contribution assumption: employee only about $158,498 at 4% or $105,665 at 6%; with 50% employer match about $105,665 at 4% or $70,444 at 6%; with 100% employer match about $79,249 at 4% or $52,833 at 6%.
2001111$0$0-
George Uzelac & Associates Inc. 401K Plan-11---
2000110$232,705$89,709$8,971iApproximate average salary by contribution assumption: employee only about $224,273 at 4% or $149,515 at 6%; with 50% employer match about $149,515 at 4% or $99,677 at 6%; with 100% employer match about $112,136 at 4% or $74,758 at 6%.
George Uzelac & Associates Inc. 401K Plan-10$232,705$89,709$8,971iApproximate average salary by contribution assumption: employee only about $224,273 at 4% or $149,515 at 6%; with 50% employer match about $149,515 at 4% or $99,677 at 6%; with 100% employer match about $112,136 at 4% or $74,758 at 6%.
1999110$198,714$47,299$4,730iApproximate average salary by contribution assumption: employee only about $118,247 at 4% or $78,832 at 6%; with 50% employer match about $78,832 at 4% or $52,554 at 6%; with 100% employer match about $59,124 at 4% or $39,416 at 6%.
George Uzelac & Associates Inc. 401K Plan-10$198,714$47,299$4,730iApproximate average salary by contribution assumption: employee only about $118,247 at 4% or $78,832 at 6%; with 50% employer match about $78,832 at 4% or $52,554 at 6%; with 100% employer match about $59,124 at 4% or $39,416 at 6%.