Civic Intelligence

Clifford G. Adams Clu

Plan context: Universal Benefits Group Defined Benefit Pension Plan and Trust

EIN 38-2277586 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$767,933

2007 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$767,933$383,967$0199920042006YearValue
$767,933Latest year 2006

Participants Over Time

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

320199920032006YearValue
2Latest year 2006

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
200710$0$0-
Universal Benefits Group Defined Benefit Pension Plan and Trust-0---
200612$767,933$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Universal Benefits Group Defined Benefit Pension Plan and Trust-2$767,933$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200512$646,514$30,015$15,008iApproximate average salary by contribution assumption: employee only about $375,188 at 4% or $250,125 at 6%; with 50% employer match about $250,125 at 4% or $166,750 at 6%; with 100% employer match about $187,594 at 4% or $125,063 at 6%.
Universal Benefits Group Defined Benefit Pension Plan and Trust-2$646,514$30,015$15,008iApproximate average salary by contribution assumption: employee only about $375,188 at 4% or $250,125 at 6%; with 50% employer match about $250,125 at 4% or $166,750 at 6%; with 100% employer match about $187,594 at 4% or $125,063 at 6%.
200412$550,424$0-
Universal Benefits Group Defined Benefit Pension Plan and Trust-2$550,424--
200312$497,369$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Universal Benefits Group Defined Benefit Pension Plan and Trust-2$497,369$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
200212$351,069$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Universal Benefits Group Defined Benefit Pension Plan and Trust-2$351,069$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200113$0$0-
Universal Benefits Group Defined Benefit Pension Plan and Trust-3---
200012$0$0-
Universal Benefits Group Defined Benefit Pension Plan and Trust-2---
199912$434,793$51,253$25,627iApproximate average salary by contribution assumption: employee only about $640,663 at 4% or $427,108 at 6%; with 50% employer match about $427,108 at 4% or $284,739 at 6%; with 100% employer match about $320,331 at 4% or $213,554 at 6%.
Universal Benefits Group Defined Benefit Pension Plan and Trust-2$434,793$51,253$25,627iApproximate average salary by contribution assumption: employee only about $640,663 at 4% or $427,108 at 6%; with 50% employer match about $427,108 at 4% or $284,739 at 6%; with 100% employer match about $320,331 at 4% or $213,554 at 6%.