The Ursa Institute
Plan context: The Ursa Institute 401(K) Profit Sharing Plan & Trust
EIN 51-0138569 • San Francisco, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$588,767
2024 Contributions
$101,892
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $588,767 | $101,892 | $16,982iApproximate average salary by contribution assumption: employee only about $424,550 at 4% or $283,033 at 6%; with 50% employer match about $283,033 at 4% or $188,689 at 6%; with 100% employer match about $212,275 at 4% or $141,517 at 6%. |
| The Ursa Institute 401(K) Profit Sharing Plan & Trust | - | 6 | $588,767 | $101,892 | $16,982iApproximate average salary by contribution assumption: employee only about $424,550 at 4% or $283,033 at 6%; with 50% employer match about $283,033 at 4% or $188,689 at 6%; with 100% employer match about $212,275 at 4% or $141,517 at 6%. |
| 2023 | 1 | 7 | $416,681 | $107,331 | $15,333iApproximate average salary by contribution assumption: employee only about $383,325 at 4% or $255,550 at 6%; with 50% employer match about $255,550 at 4% or $170,367 at 6%; with 100% employer match about $191,663 at 4% or $127,775 at 6%. |
| The Ursa Institute 401(K) Profit Sharing Plan & Trust | - | 7 | $416,681 | $107,331 | $15,333iApproximate average salary by contribution assumption: employee only about $383,325 at 4% or $255,550 at 6%; with 50% employer match about $255,550 at 4% or $170,367 at 6%; with 100% employer match about $191,663 at 4% or $127,775 at 6%. |
| 2022 | 1 | 7 | $244,291 | $98,098 | $14,014iApproximate average salary by contribution assumption: employee only about $350,350 at 4% or $233,567 at 6%; with 50% employer match about $233,567 at 4% or $155,711 at 6%; with 100% employer match about $175,175 at 4% or $116,783 at 6%. |
| The Ursa Institute 401(K) Profit Sharing Plan & Trust | - | 7 | $244,291 | $98,098 | $14,014iApproximate average salary by contribution assumption: employee only about $350,350 at 4% or $233,567 at 6%; with 50% employer match about $233,567 at 4% or $155,711 at 6%; with 100% employer match about $175,175 at 4% or $116,783 at 6%. |
| 2021 | 1 | 6 | $206,472 | $184,791 | $30,799iApproximate average salary by contribution assumption: employee only about $769,963 at 4% or $513,308 at 6%; with 50% employer match about $513,308 at 4% or $342,206 at 6%; with 100% employer match about $384,981 at 4% or $256,654 at 6%. |
| The Ursa Institute 401(K) Profit Sharing Plan & Trust | - | 6 | $206,472 | $184,791 | $30,799iApproximate average salary by contribution assumption: employee only about $769,963 at 4% or $513,308 at 6%; with 50% employer match about $513,308 at 4% or $342,206 at 6%; with 100% employer match about $384,981 at 4% or $256,654 at 6%. |
| 2020 | 1 | 0 | $0 | $0 | - |
| The Ursa Institute 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |