Civic Intelligence

James Unland & Co Inc

Plan context: James Unland & Co Inc Employee Stock Ownership Plan & Trust

EIN 37-0923342 • Dubuque, IA • 22 filings • 10 plans

Atr, 855 Main Street, 4th FloorDubuque, IA 52001
Current Snapshot

Latest Year

2019

2019 Participants

20

2019 Assets

$1,165,882

2019 Contributions

$65,869

Historical Graphs

Total Assets Over Time

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

$6,984,904$3,492,452$0199920102019YearValue
$1,165,882Latest year 2019

Participants Over Time

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

28140199920092019YearValue
20Latest year 2019

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
2019220$1,165,882$65,869$3,293iApproximate average salary by contribution assumption: employee only about $82,336 at 4% or $54,891 at 6%; with 50% employer match about $54,891 at 4% or $36,594 at 6%; with 100% employer match about $41,168 at 4% or $27,445 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-20$1,165,882$65,869$3,293iApproximate average salary by contribution assumption: employee only about $82,336 at 4% or $54,891 at 6%; with 50% employer match about $54,891 at 4% or $36,594 at 6%; with 100% employer match about $41,168 at 4% or $27,445 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-0$0--
2018124$1,615,952$57,874$2,411iApproximate average salary by contribution assumption: employee only about $60,285 at 4% or $40,190 at 6%; with 50% employer match about $40,190 at 4% or $26,794 at 6%; with 100% employer match about $30,143 at 4% or $20,095 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-24$1,615,952$57,874$2,411iApproximate average salary by contribution assumption: employee only about $60,285 at 4% or $40,190 at 6%; with 50% employer match about $40,190 at 4% or $26,794 at 6%; with 100% employer match about $30,143 at 4% or $20,095 at 6%.
2017127$2,184,835$140,206$5,193iApproximate average salary by contribution assumption: employee only about $129,820 at 4% or $86,547 at 6%; with 50% employer match about $86,547 at 4% or $57,698 at 6%; with 100% employer match about $64,910 at 4% or $43,273 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-27$2,184,835$140,206$5,193iApproximate average salary by contribution assumption: employee only about $129,820 at 4% or $86,547 at 6%; with 50% employer match about $86,547 at 4% or $57,698 at 6%; with 100% employer match about $64,910 at 4% or $43,273 at 6%.
2016124$1,815,164$67,876$2,828iApproximate average salary by contribution assumption: employee only about $70,704 at 4% or $47,136 at 6%; with 50% employer match about $47,136 at 4% or $31,424 at 6%; with 100% employer match about $35,352 at 4% or $23,568 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-24$1,815,164$67,876$2,828iApproximate average salary by contribution assumption: employee only about $70,704 at 4% or $47,136 at 6%; with 50% employer match about $47,136 at 4% or $31,424 at 6%; with 100% employer match about $35,352 at 4% or $23,568 at 6%.
2015124$1,711,517$74,153$3,090iApproximate average salary by contribution assumption: employee only about $77,243 at 4% or $51,495 at 6%; with 50% employer match about $51,495 at 4% or $34,330 at 6%; with 100% employer match about $38,621 at 4% or $25,748 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-24$1,711,517$74,153$3,090iApproximate average salary by contribution assumption: employee only about $77,243 at 4% or $51,495 at 6%; with 50% employer match about $51,495 at 4% or $34,330 at 6%; with 100% employer match about $38,621 at 4% or $25,748 at 6%.
2014126$1,629,520$100,022$3,847iApproximate average salary by contribution assumption: employee only about $96,175 at 4% or $64,117 at 6%; with 50% employer match about $64,117 at 4% or $42,744 at 6%; with 100% employer match about $48,088 at 4% or $32,058 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-26$1,629,520$100,022$3,847iApproximate average salary by contribution assumption: employee only about $96,175 at 4% or $64,117 at 6%; with 50% employer match about $64,117 at 4% or $42,744 at 6%; with 100% employer match about $48,088 at 4% or $32,058 at 6%.
2013128$1,495,305$51,565$1,842iApproximate average salary by contribution assumption: employee only about $46,040 at 4% or $30,693 at 6%; with 50% employer match about $30,693 at 4% or $20,462 at 6%; with 100% employer match about $23,020 at 4% or $15,347 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-28$1,495,305$51,565$1,842iApproximate average salary by contribution assumption: employee only about $46,040 at 4% or $30,693 at 6%; with 50% employer match about $30,693 at 4% or $20,462 at 6%; with 100% employer match about $23,020 at 4% or $15,347 at 6%.
2012122$1,277,403$47,542$2,161iApproximate average salary by contribution assumption: employee only about $54,025 at 4% or $36,017 at 6%; with 50% employer match about $36,017 at 4% or $24,011 at 6%; with 100% employer match about $27,013 at 4% or $18,008 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-22$1,277,403$47,542$2,161iApproximate average salary by contribution assumption: employee only about $54,025 at 4% or $36,017 at 6%; with 50% employer match about $36,017 at 4% or $24,011 at 6%; with 100% employer match about $27,013 at 4% or $18,008 at 6%.
2011123$1,234,126$52,165$2,268iApproximate average salary by contribution assumption: employee only about $56,701 at 4% or $37,801 at 6%; with 50% employer match about $37,801 at 4% or $25,200 at 6%; with 100% employer match about $28,351 at 4% or $18,900 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-23$1,234,126$52,165$2,268iApproximate average salary by contribution assumption: employee only about $56,701 at 4% or $37,801 at 6%; with 50% employer match about $37,801 at 4% or $25,200 at 6%; with 100% employer match about $28,351 at 4% or $18,900 at 6%.
2010120$1,286,831$219,018$10,951iApproximate average salary by contribution assumption: employee only about $273,773 at 4% or $182,515 at 6%; with 50% employer match about $182,515 at 4% or $121,677 at 6%; with 100% employer match about $136,886 at 4% or $91,258 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-20$1,286,831$219,018$10,951iApproximate average salary by contribution assumption: employee only about $273,773 at 4% or $182,515 at 6%; with 50% employer match about $182,515 at 4% or $121,677 at 6%; with 100% employer match about $136,886 at 4% or $91,258 at 6%.
2009120$1,025,693$141,663$7,083iApproximate average salary by contribution assumption: employee only about $177,079 at 4% or $118,053 at 6%; with 50% employer match about $118,053 at 4% or $78,702 at 6%; with 100% employer match about $88,539 at 4% or $59,026 at 6%.
JAMES UNLAND & CO INC 401K SALARY REDUCTION PLAN & TRUST-20$1,025,693$141,663$7,083iApproximate average salary by contribution assumption: employee only about $177,079 at 4% or $118,053 at 6%; with 50% employer match about $118,053 at 4% or $78,702 at 6%; with 100% employer match about $88,539 at 4% or $59,026 at 6%.
2008118$754,254$250,383$13,910iApproximate average salary by contribution assumption: employee only about $347,754 at 4% or $231,836 at 6%; with 50% employer match about $231,836 at 4% or $154,557 at 6%; with 100% employer match about $173,877 at 4% or $115,918 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-18$754,254$250,383$13,910iApproximate average salary by contribution assumption: employee only about $347,754 at 4% or $231,836 at 6%; with 50% employer match about $231,836 at 4% or $154,557 at 6%; with 100% employer match about $173,877 at 4% or $115,918 at 6%.
2007118$0$0-
James Unland & Co Inc Employee Stock Ownership Plan & Trust-18---
2006116$671,290$310,782$19,424iApproximate average salary by contribution assumption: employee only about $485,597 at 4% or $323,731 at 6%; with 50% employer match about $323,731 at 4% or $215,821 at 6%; with 100% employer match about $242,798 at 4% or $161,866 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-16$671,290$310,782$19,424iApproximate average salary by contribution assumption: employee only about $485,597 at 4% or $323,731 at 6%; with 50% employer match about $323,731 at 4% or $215,821 at 6%; with 100% employer match about $242,798 at 4% or $161,866 at 6%.
2005115$6,984,904$267,063$17,804iApproximate average salary by contribution assumption: employee only about $445,105 at 4% or $296,737 at 6%; with 50% employer match about $296,737 at 4% or $197,824 at 6%; with 100% employer match about $222,553 at 4% or $148,368 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-15$6,984,904$267,063$17,804iApproximate average salary by contribution assumption: employee only about $445,105 at 4% or $296,737 at 6%; with 50% employer match about $296,737 at 4% or $197,824 at 6%; with 100% employer match about $222,553 at 4% or $148,368 at 6%.
2004113$5,413,842$217,139$16,703iApproximate average salary by contribution assumption: employee only about $417,575 at 4% or $278,383 at 6%; with 50% employer match about $278,383 at 4% or $185,589 at 6%; with 100% employer match about $208,788 at 4% or $139,192 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-13$5,413,842$217,139$16,703iApproximate average salary by contribution assumption: employee only about $417,575 at 4% or $278,383 at 6%; with 50% employer match about $278,383 at 4% or $185,589 at 6%; with 100% employer match about $208,788 at 4% or $139,192 at 6%.
2003112$4,579,977$204,669$17,056iApproximate average salary by contribution assumption: employee only about $426,394 at 4% or $284,263 at 6%; with 50% employer match about $284,263 at 4% or $189,508 at 6%; with 100% employer match about $213,197 at 4% or $142,131 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-12$4,579,977$204,669$17,056iApproximate average salary by contribution assumption: employee only about $426,394 at 4% or $284,263 at 6%; with 50% employer match about $284,263 at 4% or $189,508 at 6%; with 100% employer match about $213,197 at 4% or $142,131 at 6%.
2002112$3,370,158$179,444$14,954iApproximate average salary by contribution assumption: employee only about $373,842 at 4% or $249,228 at 6%; with 50% employer match about $249,228 at 4% or $166,152 at 6%; with 100% employer match about $186,921 at 4% or $124,614 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-12$3,370,158$179,444$14,954iApproximate average salary by contribution assumption: employee only about $373,842 at 4% or $249,228 at 6%; with 50% employer match about $249,228 at 4% or $166,152 at 6%; with 100% employer match about $186,921 at 4% or $124,614 at 6%.
2001111$2,744,595$92,637$8,422iApproximate average salary by contribution assumption: employee only about $210,539 at 4% or $140,359 at 6%; with 50% employer match about $140,359 at 4% or $93,573 at 6%; with 100% employer match about $105,269 at 4% or $70,180 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-11$2,744,595$92,637$8,422iApproximate average salary by contribution assumption: employee only about $210,539 at 4% or $140,359 at 6%; with 50% employer match about $140,359 at 4% or $93,573 at 6%; with 100% employer match about $105,269 at 4% or $70,180 at 6%.
200018$2,421,215$53,558$6,695iApproximate average salary by contribution assumption: employee only about $167,369 at 4% or $111,579 at 6%; with 50% employer match about $111,579 at 4% or $74,386 at 6%; with 100% employer match about $83,684 at 4% or $55,790 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-8$2,421,215$53,558$6,695iApproximate average salary by contribution assumption: employee only about $167,369 at 4% or $111,579 at 6%; with 50% employer match about $111,579 at 4% or $74,386 at 6%; with 100% employer match about $83,684 at 4% or $55,790 at 6%.
1999112$2,144,512$84,930$7,078iApproximate average salary by contribution assumption: employee only about $176,938 at 4% or $117,958 at 6%; with 50% employer match about $117,958 at 4% or $78,639 at 6%; with 100% employer match about $88,469 at 4% or $58,979 at 6%.
James Unland & Co Inc Employee Stock Ownership Plan & Trust-12$2,144,512$84,930$7,078iApproximate average salary by contribution assumption: employee only about $176,938 at 4% or $117,958 at 6%; with 50% employer match about $117,958 at 4% or $78,639 at 6%; with 100% employer match about $88,469 at 4% or $58,979 at 6%.