Unity Mortgage & Financial Services
Plan context: Unity Mortgage & Financial Services Retirement Trust
EIN 35-1841047 • 7 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
12
2005 Assets
$281,749
2005 Contributions
$30,873
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2005 | 1 | 12 | $281,749 | $30,873 | $2,573iApproximate average salary by contribution assumption: employee only about $64,319 at 4% or $42,879 at 6%; with 50% employer match about $42,879 at 4% or $28,586 at 6%; with 100% employer match about $32,159 at 4% or $21,440 at 6%. |
| Unity Mortgage & Financial Services Retirement Trust | - | 12 | $281,749 | $30,873 | $2,573iApproximate average salary by contribution assumption: employee only about $64,319 at 4% or $42,879 at 6%; with 50% employer match about $42,879 at 4% or $28,586 at 6%; with 100% employer match about $32,159 at 4% or $21,440 at 6%. |
| 2004 | 1 | 10 | $243,561 | $35,993 | $3,599iApproximate average salary by contribution assumption: employee only about $89,983 at 4% or $59,988 at 6%; with 50% employer match about $59,988 at 4% or $39,992 at 6%; with 100% employer match about $44,991 at 4% or $29,994 at 6%. |
| Unity Mortgage & Financial Services Retirement Trust | - | 10 | $243,561 | $35,993 | $3,599iApproximate average salary by contribution assumption: employee only about $89,983 at 4% or $59,988 at 6%; with 50% employer match about $59,988 at 4% or $39,992 at 6%; with 100% employer match about $44,991 at 4% or $29,994 at 6%. |
| 2003 | 1 | 10 | $204,753 | $53,596 | $5,360iApproximate average salary by contribution assumption: employee only about $133,990 at 4% or $89,327 at 6%; with 50% employer match about $89,327 at 4% or $59,551 at 6%; with 100% employer match about $66,995 at 4% or $44,663 at 6%. |
| Unity Mortgage & Financial Services Retirement Trust | - | 10 | $204,753 | $53,596 | $5,360iApproximate average salary by contribution assumption: employee only about $133,990 at 4% or $89,327 at 6%; with 50% employer match about $89,327 at 4% or $59,551 at 6%; with 100% employer match about $66,995 at 4% or $44,663 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Unity Mortgage & Financial Services Retirement Trust | - | 10 | - | - | - |
| 2001 | 1 | 14 | $0 | $0 | - |
| Unity Mortgage & Financial Services Retirement Trust | - | 14 | - | - | - |
| 2000 | 1 | 12 | $68,570 | $45,601 | $3,800iApproximate average salary by contribution assumption: employee only about $95,002 at 4% or $63,335 at 6%; with 50% employer match about $63,335 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%. |
| Unity Mortgage & Financial Services Retirement Trust | - | 12 | $68,570 | $45,601 | $3,800iApproximate average salary by contribution assumption: employee only about $95,002 at 4% or $63,335 at 6%; with 50% employer match about $63,335 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%. |
| 1999 | 1 | 19 | $26,898 | $24,884 | $1,310iApproximate average salary by contribution assumption: employee only about $32,742 at 4% or $21,828 at 6%; with 50% employer match about $21,828 at 4% or $14,552 at 6%; with 100% employer match about $16,371 at 4% or $10,914 at 6%. |
| Unity Mortgage & Financial Services Retirement Trust | - | 19 | $26,898 | $24,884 | $1,310iApproximate average salary by contribution assumption: employee only about $32,742 at 4% or $21,828 at 6%; with 50% employer match about $21,828 at 4% or $14,552 at 6%; with 100% employer match about $16,371 at 4% or $10,914 at 6%. |