Civic Intelligence

Urban Finance and Development Gp LLC

Plan context: Urban Finance & Development Gp LLC Cash Balance Plan

EIN 50-0024094 • Missouri City, TX • 20 filings • 7 plans

2938 Lakeview Dr.Missouri City, TX 77459
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,987,532

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$1,987,532$993,766$0201520202024YearValue
$1,987,532Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest 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
202423$1,987,532$0-
Urban Finance & Development Gp LLC Cash Balance Plan-3$1,276,778$0-
Urban Finance and Development Gp LLC 401(K) Plan-3$710,754$0-
202323$1,724,861$30,000$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%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$1,062,281$0-
Urban Finance and Development Gp LLC 401(K) Plan-3$662,580$30,000$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%.
202223$1,235,679$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$683,821$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.
Urban Finance and Development Gp LLC 401(K) Plan-3$551,858$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
202123$1,606,387$64,000$21,333iApproximate average salary by contribution assumption: employee only about $533,333 at 4% or $355,556 at 6%; with 50% employer match about $355,556 at 4% or $237,037 at 6%; with 100% employer match about $266,667 at 4% or $177,778 at 6%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$894,768$38,000$12,667iApproximate average salary by contribution assumption: employee only about $316,667 at 4% or $211,111 at 6%; with 50% employer match about $211,111 at 4% or $140,741 at 6%; with 100% employer match about $158,333 at 4% or $105,556 at 6%.
Urban Finance and Development Gp LLC 401(K) Plan-3$711,619$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
202023$1,167,118$81,774$27,258iApproximate average salary by contribution assumption: employee only about $681,450 at 4% or $454,300 at 6%; with 50% employer match about $454,300 at 4% or $302,867 at 6%; with 100% employer match about $340,725 at 4% or $227,150 at 6%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$714,322$55,774$18,591iApproximate average salary by contribution assumption: employee only about $464,783 at 4% or $309,856 at 6%; with 50% employer match about $309,856 at 4% or $206,570 at 6%; with 100% employer match about $232,392 at 4% or $154,928 at 6%.
Urban Finance and Development Gp LLC 401(K) Plan-3$452,796$26,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
201923$894,305$67,426$22,475iApproximate average salary by contribution assumption: employee only about $561,883 at 4% or $374,589 at 6%; with 50% employer match about $374,589 at 4% or $249,726 at 6%; with 100% employer match about $280,942 at 4% or $187,294 at 6%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$530,060$42,426$14,142iApproximate average salary by contribution assumption: employee only about $353,550 at 4% or $235,700 at 6%; with 50% employer match about $235,700 at 4% or $157,133 at 6%; with 100% employer match about $176,775 at 4% or $117,850 at 6%.
Urban Finance and Development Gp LLC 401(K) Plan-3$364,245$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201823$811,497$0-
Urban Finance & Development Gp LLC Cash Balance Plan-0$478,564$0-
Urban Finance and Development Gp LLC 401(K) Plan-3$332,933$0-
201723$799,329$49,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$471,388$0-
Urban Finance and Development Gp LLC 401(K) Plan-3$327,941$49,500$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
201623$745,518$426,977$142,326iApproximate average salary by contribution assumption: employee only about $3,558,142 at 4% or $2,372,094 at 6%; with 50% employer match about $2,372,094 at 4% or $1,581,396 at 6%; with 100% employer match about $1,779,071 at 4% or $1,186,047 at 6%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$468,812$266,747$88,916iApproximate average salary by contribution assumption: employee only about $2,222,892 at 4% or $1,481,928 at 6%; with 50% employer match about $1,481,928 at 4% or $987,952 at 6%; with 100% employer match about $1,111,446 at 4% or $740,964 at 6%.
Urban Finance and Development Gp LLC 401(K) Plan-3$276,706$160,230$53,410iApproximate average salary by contribution assumption: employee only about $1,335,250 at 4% or $890,167 at 6%; with 50% employer match about $890,167 at 4% or $593,444 at 6%; with 100% employer match about $667,625 at 4% or $445,083 at 6%.
201523$318,226$318,226$106,075iApproximate average salary by contribution assumption: employee only about $2,651,883 at 4% or $1,767,922 at 6%; with 50% employer match about $1,767,922 at 4% or $1,178,615 at 6%; with 100% employer match about $1,325,942 at 4% or $883,961 at 6%.
Urban Finance & Development Gp LLC Cash Balance Plan-3$201,893$201,893$67,298iApproximate average salary by contribution assumption: employee only about $1,682,442 at 4% or $1,121,628 at 6%; with 50% employer match about $1,121,628 at 4% or $747,752 at 6%; with 100% employer match about $841,221 at 4% or $560,814 at 6%.
Urban Finance and Development Gp LLC 401(K) Plan-3$116,333$116,333$38,778iApproximate average salary by contribution assumption: employee only about $969,442 at 4% or $646,294 at 6%; with 50% employer match about $646,294 at 4% or $430,863 at 6%; with 100% employer match about $484,721 at 4% or $323,147 at 6%.