Civic Intelligence

United Financial Services Inc.

Plan context: United Financial Services Inc. Retirement Savings Plan

EIN 39-1708687 • Grafton, WI • 13 filings • 5 plans

2230 Dakota DriveGrafton, WI 53024
Current Snapshot

Latest Year

2013

2013 Participants

46

2013 Assets

$4,661,700

2013 Contributions

$698,949

Historical Graphs

Total Assets Over Time

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

$4,661,700$2,330,850$0199920072013YearValue
$4,661,700Latest year 2013

Participants Over Time

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

46230199920072013YearValue
46Latest year 2013

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
2013146$4,661,700$698,949$15,195iApproximate average salary by contribution assumption: employee only about $379,864 at 4% or $253,242 at 6%; with 50% employer match about $253,242 at 4% or $168,828 at 6%; with 100% employer match about $189,932 at 4% or $126,621 at 6%.
United Financial Services Inc. Retirement Savings Plan-46$4,661,700$698,949$15,195iApproximate average salary by contribution assumption: employee only about $379,864 at 4% or $253,242 at 6%; with 50% employer match about $253,242 at 4% or $168,828 at 6%; with 100% employer match about $189,932 at 4% or $126,621 at 6%.
2012135$3,422,663$446,038$12,744iApproximate average salary by contribution assumption: employee only about $318,599 at 4% or $212,399 at 6%; with 50% employer match about $212,399 at 4% or $141,599 at 6%; with 100% employer match about $159,299 at 4% or $106,200 at 6%.
United Financial Services Inc. Retirement Savings Plan-35$3,422,663$446,038$12,744iApproximate average salary by contribution assumption: employee only about $318,599 at 4% or $212,399 at 6%; with 50% employer match about $212,399 at 4% or $141,599 at 6%; with 100% employer match about $159,299 at 4% or $106,200 at 6%.
2011134$2,627,809$353,150$10,387iApproximate average salary by contribution assumption: employee only about $259,669 at 4% or $173,113 at 6%; with 50% employer match about $173,113 at 4% or $115,408 at 6%; with 100% employer match about $129,835 at 4% or $86,556 at 6%.
United Financial Services Inc. Retirement Savings Plan-34$2,627,809$353,150$10,387iApproximate average salary by contribution assumption: employee only about $259,669 at 4% or $173,113 at 6%; with 50% employer match about $173,113 at 4% or $115,408 at 6%; with 100% employer match about $129,835 at 4% or $86,556 at 6%.
2010131$2,394,019$290,098$9,358iApproximate average salary by contribution assumption: employee only about $233,950 at 4% or $155,967 at 6%; with 50% employer match about $155,967 at 4% or $103,978 at 6%; with 100% employer match about $116,975 at 4% or $77,983 at 6%.
United Financial Services Inc. Retirement Savings Plan-31$2,394,019$290,098$9,358iApproximate average salary by contribution assumption: employee only about $233,950 at 4% or $155,967 at 6%; with 50% employer match about $155,967 at 4% or $103,978 at 6%; with 100% employer match about $116,975 at 4% or $77,983 at 6%.
2009130$1,835,471$480,485$16,016iApproximate average salary by contribution assumption: employee only about $400,404 at 4% or $266,936 at 6%; with 50% employer match about $266,936 at 4% or $177,957 at 6%; with 100% employer match about $200,202 at 4% or $133,468 at 6%.
United Financial Services Inc. Retirement Savings Plan-30$1,835,471$480,485$16,016iApproximate average salary by contribution assumption: employee only about $400,404 at 4% or $266,936 at 6%; with 50% employer match about $266,936 at 4% or $177,957 at 6%; with 100% employer match about $200,202 at 4% or $133,468 at 6%.
2008125$961,565$229,367$9,175iApproximate average salary by contribution assumption: employee only about $229,367 at 4% or $152,911 at 6%; with 50% employer match about $152,911 at 4% or $101,941 at 6%; with 100% employer match about $114,684 at 4% or $76,456 at 6%.
United Financial Services Inc. Retirement Savings Plan-25$961,565$229,367$9,175iApproximate average salary by contribution assumption: employee only about $229,367 at 4% or $152,911 at 6%; with 50% employer match about $152,911 at 4% or $101,941 at 6%; with 100% employer match about $114,684 at 4% or $76,456 at 6%.
2007128$1,314,779$206,213$7,365iApproximate average salary by contribution assumption: employee only about $184,119 at 4% or $122,746 at 6%; with 50% employer match about $122,746 at 4% or $81,831 at 6%; with 100% employer match about $92,059 at 4% or $61,373 at 6%.
United Financial Services Inc. Retirement Savings Plan-28$1,314,779$206,213$7,365iApproximate average salary by contribution assumption: employee only about $184,119 at 4% or $122,746 at 6%; with 50% employer match about $122,746 at 4% or $81,831 at 6%; with 100% employer match about $92,059 at 4% or $61,373 at 6%.
2006128$1,135,612$150,720$5,383iApproximate average salary by contribution assumption: employee only about $134,571 at 4% or $89,714 at 6%; with 50% employer match about $89,714 at 4% or $59,810 at 6%; with 100% employer match about $67,286 at 4% or $44,857 at 6%.
United Financial Services Inc. Retirement Savings Plan-28$1,135,612$150,720$5,383iApproximate average salary by contribution assumption: employee only about $134,571 at 4% or $89,714 at 6%; with 50% employer match about $89,714 at 4% or $59,810 at 6%; with 100% employer match about $67,286 at 4% or $44,857 at 6%.
2005123$923,899$152,010$6,609iApproximate average salary by contribution assumption: employee only about $165,228 at 4% or $110,152 at 6%; with 50% employer match about $110,152 at 4% or $73,435 at 6%; with 100% employer match about $82,614 at 4% or $55,076 at 6%.
United Financial Services Inc. Retirement Savings Plan-23$923,899$152,010$6,609iApproximate average salary by contribution assumption: employee only about $165,228 at 4% or $110,152 at 6%; with 50% employer match about $110,152 at 4% or $73,435 at 6%; with 100% employer match about $82,614 at 4% or $55,076 at 6%.
2003117$560,019$119,800$7,047iApproximate average salary by contribution assumption: employee only about $176,176 at 4% or $117,451 at 6%; with 50% employer match about $117,451 at 4% or $78,301 at 6%; with 100% employer match about $88,088 at 4% or $58,725 at 6%.
United Financial Services Inc. Retirement Savings Plan-17$560,019$119,800$7,047iApproximate average salary by contribution assumption: employee only about $176,176 at 4% or $117,451 at 6%; with 50% employer match about $117,451 at 4% or $78,301 at 6%; with 100% employer match about $88,088 at 4% or $58,725 at 6%.
2002117$340,196$96,574$5,681iApproximate average salary by contribution assumption: employee only about $142,021 at 4% or $94,680 at 6%; with 50% employer match about $94,680 at 4% or $63,120 at 6%; with 100% employer match about $71,010 at 4% or $47,340 at 6%.
United Financial Services Inc. Retirement Savings Plan-17$340,196$96,574$5,681iApproximate average salary by contribution assumption: employee only about $142,021 at 4% or $94,680 at 6%; with 50% employer match about $94,680 at 4% or $63,120 at 6%; with 100% employer match about $71,010 at 4% or $47,340 at 6%.
2001126$308,413$63,145$2,429iApproximate average salary by contribution assumption: employee only about $60,716 at 4% or $40,478 at 6%; with 50% employer match about $40,478 at 4% or $26,985 at 6%; with 100% employer match about $30,358 at 4% or $20,239 at 6%.
United Financial Services Inc. Retirement Savings Plan-26$308,413$63,145$2,429iApproximate average salary by contribution assumption: employee only about $60,716 at 4% or $40,478 at 6%; with 50% employer match about $40,478 at 4% or $26,985 at 6%; with 100% employer match about $30,358 at 4% or $20,239 at 6%.
1999115$191,571$66,711$4,447iApproximate average salary by contribution assumption: employee only about $111,185 at 4% or $74,123 at 6%; with 50% employer match about $74,123 at 4% or $49,416 at 6%; with 100% employer match about $55,592 at 4% or $37,062 at 6%.
United Financial Services Inc. Retirement Savings Plan-15$191,571$66,711$4,447iApproximate average salary by contribution assumption: employee only about $111,185 at 4% or $74,123 at 6%; with 50% employer match about $74,123 at 4% or $49,416 at 6%; with 100% employer match about $55,592 at 4% or $37,062 at 6%.