Universal Financial Group Inc.
Plan context: Universal Financial Group Inc. 401K Plan
EIN 36-4248526 • 6 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
28
2008 Assets
$57,841
2008 Contributions
$5,970
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 28 | $57,841 | $5,970 | $213iApproximate average salary by contribution assumption: employee only about $5,330 at 4% or $3,554 at 6%; with 50% employer match about $3,554 at 4% or $2,369 at 6%; with 100% employer match about $2,665 at 4% or $1,777 at 6%. |
| Universal Financial Group Inc. 401K Plan | - | 28 | $57,841 | $5,970 | $213iApproximate average salary by contribution assumption: employee only about $5,330 at 4% or $3,554 at 6%; with 50% employer match about $3,554 at 4% or $2,369 at 6%; with 100% employer match about $2,665 at 4% or $1,777 at 6%. |
| 2007 | 1 | 33 | $125,932 | $18,806 | $570iApproximate average salary by contribution assumption: employee only about $14,247 at 4% or $9,498 at 6%; with 50% employer match about $9,498 at 4% or $6,332 at 6%; with 100% employer match about $7,123 at 4% or $4,749 at 6%. |
| Universal Financial Group Inc. 401K Plan | - | 33 | $125,932 | $18,806 | $570iApproximate average salary by contribution assumption: employee only about $14,247 at 4% or $9,498 at 6%; with 50% employer match about $9,498 at 4% or $6,332 at 6%; with 100% employer match about $7,123 at 4% or $4,749 at 6%. |
| 2006 | 1 | 37 | $132,846 | $33,870 | $915iApproximate average salary by contribution assumption: employee only about $22,885 at 4% or $15,257 at 6%; with 50% employer match about $15,257 at 4% or $10,171 at 6%; with 100% employer match about $11,443 at 4% or $7,628 at 6%. |
| Universal Financial Group Inc. 401K Plan | - | 37 | $132,846 | $33,870 | $915iApproximate average salary by contribution assumption: employee only about $22,885 at 4% or $15,257 at 6%; with 50% employer match about $15,257 at 4% or $10,171 at 6%; with 100% employer match about $11,443 at 4% or $7,628 at 6%. |
| 2005 | 1 | 80 | $102,885 | $17,564 | $220iApproximate average salary by contribution assumption: employee only about $5,489 at 4% or $3,659 at 6%; with 50% employer match about $3,659 at 4% or $2,439 at 6%; with 100% employer match about $2,744 at 4% or $1,830 at 6%. |
| Universal Financial Group Inc. 401K Plan | - | 80 | $102,885 | $17,564 | $220iApproximate average salary by contribution assumption: employee only about $5,489 at 4% or $3,659 at 6%; with 50% employer match about $3,659 at 4% or $2,439 at 6%; with 100% employer match about $2,744 at 4% or $1,830 at 6%. |
| 2001 | 1 | 45 | $0 | $0 | - |
| Universal Financial Group Inc. 401K Plan | - | 45 | - | - | - |
| 1999 | 1 | 42 | $84,257 | $77,297 | $1,840iApproximate average salary by contribution assumption: employee only about $46,010 at 4% or $30,673 at 6%; with 50% employer match about $30,673 at 4% or $20,449 at 6%; with 100% employer match about $23,005 at 4% or $15,337 at 6%. |
| Universal Financial Group Inc. 401K Plan | - | 42 | $84,257 | $77,297 | $1,840iApproximate average salary by contribution assumption: employee only about $46,010 at 4% or $30,673 at 6%; with 50% employer match about $30,673 at 4% or $20,449 at 6%; with 100% employer match about $23,005 at 4% or $15,337 at 6%. |