Unfold Agency Inc.
Plan context: UNFOLD AGENCY, INC. RETIREMENT PLAN
EIN 46-1107043 • Los Angeles, CA • 20 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
27
2023 Assets
$2,220,496
2023 Contributions
$158,842
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 |
|---|---|---|---|---|---|
| 2023 | 2 | 27 | $2,220,496 | $0 | - |
| UNFOLD AGENCY, INC. RETIREMENT PLAN | - | 13 | $1,820,896 | $0 | - |
| UNFOLD AGENCY, INC. PROFIT SHARING PLAN | - | 27 | $399,600 | $0 | - |
| 2022 | 3 | 27 | $1,687,484 | $158,842 | $5,883iApproximate average salary by contribution assumption: employee only about $147,076 at 4% or $98,051 at 6%; with 50% employer match about $98,051 at 4% or $65,367 at 6%; with 100% employer match about $73,538 at 4% or $49,025 at 6%. |
| UNFOLD AGENCY, INC. RETIREMENT PLAN | - | 15 | $1,383,274 | $0 | - |
| UNFOLD AGENCY, INC. PROFIT SHARING PLAN | - | 27 | $304,210 | $0 | - |
| Unfold Agency Profit Sharing 401(K) Plan | - | 0 | $0 | $158,842 | - |
| 2021 | 3 | 27 | $2,417,364 | $153,687 | $5,692iApproximate average salary by contribution assumption: employee only about $142,303 at 4% or $94,869 at 6%; with 50% employer match about $94,869 at 4% or $63,246 at 6%; with 100% employer match about $71,151 at 4% or $47,434 at 6%. |
| UNFOLD AGENCY, INC. RETIREMENT PLAN | - | 18 | $1,286,777 | $0 | - |
| Unfold Agency Profit Sharing 401(K) Plan | - | 12 | $847,622 | $153,687 | $12,807iApproximate average salary by contribution assumption: employee only about $320,181 at 4% or $213,454 at 6%; with 50% employer match about $213,454 at 4% or $142,303 at 6%; with 100% employer match about $160,091 at 4% or $106,727 at 6%. |
| UNFOLD AGENCY, INC. PROFIT SHARING PLAN | - | 27 | $282,965 | $0 | - |
| 2020 | 3 | 28 | $2,266,669 | $225,639 | $8,059iApproximate average salary by contribution assumption: employee only about $201,463 at 4% or $134,309 at 6%; with 50% employer match about $134,309 at 4% or $89,539 at 6%; with 100% employer match about $100,732 at 4% or $67,154 at 6%. |
| UNFOLD AGENCY, INC. RETIREMENT PLAN | - | 19 | $1,391,878 | $32,000 | $1,684iApproximate average salary by contribution assumption: employee only about $42,105 at 4% or $28,070 at 6%; with 50% employer match about $28,070 at 4% or $18,713 at 6%; with 100% employer match about $21,053 at 4% or $14,035 at 6%. |
| Unfold Agency Profit Sharing 401(K) Plan | - | 10 | $579,636 | $46,673 | $4,667iApproximate average salary by contribution assumption: employee only about $116,683 at 4% or $77,788 at 6%; with 50% employer match about $77,788 at 4% or $51,859 at 6%; with 100% employer match about $58,341 at 4% or $38,894 at 6%. |
| UNFOLD AGENCY, INC. PROFIT SHARING PLAN | - | 28 | $295,155 | $146,966 | $5,249iApproximate average salary by contribution assumption: employee only about $131,220 at 4% or $87,480 at 6%; with 50% employer match about $87,480 at 4% or $58,320 at 6%; with 100% employer match about $65,610 at 4% or $43,740 at 6%. |
| 2019 | 3 | 14 | $1,709,531 | $408,313 | $29,165iApproximate average salary by contribution assumption: employee only about $729,130 at 4% or $486,087 at 6%; with 50% employer match about $486,087 at 4% or $324,058 at 6%; with 100% employer match about $364,565 at 4% or $243,043 at 6%. |
| UNFOLD AGENCY, INC. RETIREMENT PLAN | - | 13 | $1,137,889 | $348,273 | $26,790iApproximate average salary by contribution assumption: employee only about $669,756 at 4% or $446,504 at 6%; with 50% employer match about $446,504 at 4% or $297,669 at 6%; with 100% employer match about $334,878 at 4% or $223,252 at 6%. |
| Unfold Agency Profit Sharing 401(K) Plan | - | 2 | $436,622 | $0 | - |
| UNFOLD AGENCY, INC. PROFIT SHARING PLAN | - | 14 | $135,020 | $60,040 | $4,289iApproximate average salary by contribution assumption: employee only about $107,214 at 4% or $71,476 at 6%; with 50% employer match about $71,476 at 4% or $47,651 at 6%; with 100% employer match about $53,607 at 4% or $35,738 at 6%. |
| 2018 | 1 | 2 | $374,301 | $0 | - |
| Unfold Agency Profit Sharing 401(K) Plan | - | 2 | $374,301 | - | - |
| 2017 | 3 | 8 | $479,862 | $303,400 | $37,925iApproximate average salary by contribution assumption: employee only about $948,125 at 4% or $632,083 at 6%; with 50% employer match about $632,083 at 4% or $421,389 at 6%; with 100% employer match about $474,063 at 4% or $316,042 at 6%. |
| Unfold Agency Profit Sharing 401(K) Plan | - | 2 | $413,046 | $236,584 | $118,292iApproximate average salary by contribution assumption: employee only about $2,957,300 at 4% or $1,971,533 at 6%; with 50% employer match about $1,971,533 at 4% or $1,314,356 at 6%; with 100% employer match about $1,478,650 at 4% or $985,767 at 6%. |
| UNFOLD AGENCY, INC. PROFIT SHARING PLAN | - | 8 | $34,816 | $34,816 | $4,352iApproximate average salary by contribution assumption: employee only about $108,800 at 4% or $72,533 at 6%; with 50% employer match about $72,533 at 4% or $48,356 at 6%; with 100% employer match about $54,400 at 4% or $36,267 at 6%. |
| UNFOLD AGENCY, INC. RETIREMENT PLAN | - | 8 | $32,000 | $32,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2016 | 1 | 2 | $147,166 | $98,640 | $49,320iApproximate average salary by contribution assumption: employee only about $1,233,000 at 4% or $822,000 at 6%; with 50% employer match about $822,000 at 4% or $548,000 at 6%; with 100% employer match about $616,500 at 4% or $411,000 at 6%. |
| Unfold Agency Profit Sharing 401(K) Plan | - | 2 | $147,166 | $98,640 | $49,320iApproximate average salary by contribution assumption: employee only about $1,233,000 at 4% or $822,000 at 6%; with 50% employer match about $822,000 at 4% or $548,000 at 6%; with 100% employer match about $616,500 at 4% or $411,000 at 6%. |
| 2015 | 1 | 0 | $45,000 | $45,000 | - |
| Unfold Agency Profit Sharing 401(K) Plan | - | 0 | $45,000 | $45,000 | - |