Civic Intelligence

Uzun & Case LLC

Plan context: Uzun & Case Profit Sharing Trust

EIN 46-4734558 • 10 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$17,895,645

2024 Contributions

$1,053,124

Historical Graphs

Total Assets Over Time

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

$18,420,922$9,210,461$0201520202024YearValue
$17,895,645Latest year 2024

Participants Over Time

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

85430201520202024YearValue
69Latest year 2024

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
2024169$17,895,645$1,053,124$15,263iApproximate average salary by contribution assumption: employee only about $381,567 at 4% or $254,378 at 6%; with 50% employer match about $254,378 at 4% or $169,585 at 6%; with 100% employer match about $190,783 at 4% or $127,189 at 6%.
Uzun & Case Profit Sharing Trust-69$17,895,645$1,053,124$15,263iApproximate average salary by contribution assumption: employee only about $381,567 at 4% or $254,378 at 6%; with 50% employer match about $254,378 at 4% or $169,585 at 6%; with 100% employer match about $190,783 at 4% or $127,189 at 6%.
2023174$18,420,922$1,060,050$14,325iApproximate average salary by contribution assumption: employee only about $358,125 at 4% or $238,750 at 6%; with 50% employer match about $238,750 at 4% or $159,167 at 6%; with 100% employer match about $179,063 at 4% or $119,375 at 6%.
Uzun & Case Profit Sharing Trust-74$18,420,922$1,060,050$14,325iApproximate average salary by contribution assumption: employee only about $358,125 at 4% or $238,750 at 6%; with 50% employer match about $238,750 at 4% or $159,167 at 6%; with 100% employer match about $179,063 at 4% or $119,375 at 6%.
2022174$15,510,048$1,017,048$13,744iApproximate average salary by contribution assumption: employee only about $343,597 at 4% or $229,065 at 6%; with 50% employer match about $229,065 at 4% or $152,710 at 6%; with 100% employer match about $171,799 at 4% or $114,532 at 6%.
Uzun & Case Profit Sharing Trust-74$15,510,048$1,017,048$13,744iApproximate average salary by contribution assumption: employee only about $343,597 at 4% or $229,065 at 6%; with 50% employer match about $229,065 at 4% or $152,710 at 6%; with 100% employer match about $171,799 at 4% or $114,532 at 6%.
2021171$18,392,996$948,718$13,362iApproximate average salary by contribution assumption: employee only about $334,056 at 4% or $222,704 at 6%; with 50% employer match about $222,704 at 4% or $148,469 at 6%; with 100% employer match about $167,028 at 4% or $111,352 at 6%.
Uzun & Case Profit Sharing Trust-71$18,392,996$948,718$13,362iApproximate average salary by contribution assumption: employee only about $334,056 at 4% or $222,704 at 6%; with 50% employer match about $222,704 at 4% or $148,469 at 6%; with 100% employer match about $167,028 at 4% or $111,352 at 6%.
2020170$17,344,199$916,179$13,088iApproximate average salary by contribution assumption: employee only about $327,207 at 4% or $218,138 at 6%; with 50% employer match about $218,138 at 4% or $145,425 at 6%; with 100% employer match about $163,603 at 4% or $109,069 at 6%.
Uzun & Case Profit Sharing Trust-70$17,344,199$916,179$13,088iApproximate average salary by contribution assumption: employee only about $327,207 at 4% or $218,138 at 6%; with 50% employer match about $218,138 at 4% or $145,425 at 6%; with 100% employer match about $163,603 at 4% or $109,069 at 6%.
2019185$14,385,839$1,062,285$12,497iApproximate average salary by contribution assumption: employee only about $312,437 at 4% or $208,291 at 6%; with 50% employer match about $208,291 at 4% or $138,861 at 6%; with 100% employer match about $156,218 at 4% or $104,146 at 6%.
Uzun & Case Profit Sharing Trust-85$14,385,839$1,062,285$12,497iApproximate average salary by contribution assumption: employee only about $312,437 at 4% or $208,291 at 6%; with 50% employer match about $208,291 at 4% or $138,861 at 6%; with 100% employer match about $156,218 at 4% or $104,146 at 6%.
2018177$10,521,305$896,762$11,646iApproximate average salary by contribution assumption: employee only about $291,156 at 4% or $194,104 at 6%; with 50% employer match about $194,104 at 4% or $129,403 at 6%; with 100% employer match about $145,578 at 4% or $97,052 at 6%.
Uzun & Case Profit Sharing Trust-77$10,521,305$896,762$11,646iApproximate average salary by contribution assumption: employee only about $291,156 at 4% or $194,104 at 6%; with 50% employer match about $194,104 at 4% or $129,403 at 6%; with 100% employer match about $145,578 at 4% or $97,052 at 6%.
2017176$10,897,403$976,626$12,850iApproximate average salary by contribution assumption: employee only about $321,259 at 4% or $214,172 at 6%; with 50% employer match about $214,172 at 4% or $142,782 at 6%; with 100% employer match about $160,629 at 4% or $107,086 at 6%.
Uzun & Case Profit Sharing Trust-76$10,897,403$976,626$12,850iApproximate average salary by contribution assumption: employee only about $321,259 at 4% or $214,172 at 6%; with 50% employer match about $214,172 at 4% or $142,782 at 6%; with 100% employer match about $160,629 at 4% or $107,086 at 6%.
2016182$8,263,401$895,147$10,916iApproximate average salary by contribution assumption: employee only about $272,911 at 4% or $181,940 at 6%; with 50% employer match about $181,940 at 4% or $121,294 at 6%; with 100% employer match about $136,455 at 4% or $90,970 at 6%.
Uzun & Case Profit Sharing Trust-82$8,263,401$895,147$10,916iApproximate average salary by contribution assumption: employee only about $272,911 at 4% or $181,940 at 6%; with 50% employer match about $181,940 at 4% or $121,294 at 6%; with 100% employer match about $136,455 at 4% or $90,970 at 6%.
2015164$7,109,919$540,644$8,448iApproximate average salary by contribution assumption: employee only about $211,189 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,396 at 6%.
Uzun & Case Profit Sharing Trust-64$7,109,919$540,644$8,448iApproximate average salary by contribution assumption: employee only about $211,189 at 4% or $140,793 at 6%; with 50% employer match about $140,793 at 4% or $93,862 at 6%; with 100% employer match about $105,595 at 4% or $70,396 at 6%.