U.M. Fdsp Associates, P.A.
Plan context: U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan
EIN 52-1456103 • 38 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
201
2023 Assets
$9,826,103
2023 Contributions
$577,987
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 | 201 | $9,826,103 | $577,987 | $2,876iApproximate average salary by contribution assumption: employee only about $71,889 at 4% or $47,926 at 6%; with 50% employer match about $47,926 at 4% or $31,951 at 6%; with 100% employer match about $35,944 at 4% or $23,963 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 201 | $9,826,103 | $577,987 | $2,876iApproximate average salary by contribution assumption: employee only about $71,889 at 4% or $47,926 at 6%; with 50% employer match about $47,926 at 4% or $31,951 at 6%; with 100% employer match about $35,944 at 4% or $23,963 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 130 | - | - | - |
| 2022 | 2 | 139 | $9,409,895 | $624,471 | $4,493iApproximate average salary by contribution assumption: employee only about $112,315 at 4% or $74,877 at 6%; with 50% employer match about $74,877 at 4% or $49,918 at 6%; with 100% employer match about $56,157 at 4% or $37,438 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 139 | $9,409,895 | $624,471 | $4,493iApproximate average salary by contribution assumption: employee only about $112,315 at 4% or $74,877 at 6%; with 50% employer match about $74,877 at 4% or $49,918 at 6%; with 100% employer match about $56,157 at 4% or $37,438 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 139 | - | - | - |
| 2021 | 2 | 142 | $8,425,499 | $586,058 | $4,127iApproximate average salary by contribution assumption: employee only about $103,179 at 4% or $68,786 at 6%; with 50% employer match about $68,786 at 4% or $45,857 at 6%; with 100% employer match about $51,590 at 4% or $34,393 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 142 | $8,425,499 | $586,058 | $4,127iApproximate average salary by contribution assumption: employee only about $103,179 at 4% or $68,786 at 6%; with 50% employer match about $68,786 at 4% or $45,857 at 6%; with 100% employer match about $51,590 at 4% or $34,393 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 134 | - | - | - |
| 2020 | 2 | 151 | $9,708,713 | $551,036 | $3,649iApproximate average salary by contribution assumption: employee only about $91,231 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,547 at 6%; with 100% employer match about $45,616 at 4% or $30,410 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 151 | $9,708,713 | $551,036 | $3,649iApproximate average salary by contribution assumption: employee only about $91,231 at 4% or $60,821 at 6%; with 50% employer match about $60,821 at 4% or $40,547 at 6%; with 100% employer match about $45,616 at 4% or $30,410 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 113 | - | - | - |
| 2019 | 2 | 158 | $7,859,965 | $599,987 | $3,797iApproximate average salary by contribution assumption: employee only about $94,935 at 4% or $63,290 at 6%; with 50% employer match about $63,290 at 4% or $42,193 at 6%; with 100% employer match about $47,467 at 4% or $31,645 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 158 | $7,859,965 | $599,987 | $3,797iApproximate average salary by contribution assumption: employee only about $94,935 at 4% or $63,290 at 6%; with 50% employer match about $63,290 at 4% or $42,193 at 6%; with 100% employer match about $47,467 at 4% or $31,645 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 124 | - | - | - |
| 2018 | 2 | 195 | $8,042,932 | $810,966 | $4,159iApproximate average salary by contribution assumption: employee only about $103,970 at 4% or $69,313 at 6%; with 50% employer match about $69,313 at 4% or $46,209 at 6%; with 100% employer match about $51,985 at 4% or $34,657 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 163 | $8,042,932 | $810,966 | $4,975iApproximate average salary by contribution assumption: employee only about $124,381 at 4% or $82,921 at 6%; with 50% employer match about $82,921 at 4% or $55,281 at 6%; with 100% employer match about $62,191 at 4% or $41,460 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 195 | - | - | - |
| 2017 | 2 | 190 | $6,965,282 | $508,201 | $2,675iApproximate average salary by contribution assumption: employee only about $66,869 at 4% or $44,579 at 6%; with 50% employer match about $44,579 at 4% or $29,719 at 6%; with 100% employer match about $33,434 at 4% or $22,290 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 150 | $6,965,282 | $508,201 | $3,388iApproximate average salary by contribution assumption: employee only about $84,700 at 4% or $56,467 at 6%; with 50% employer match about $56,467 at 4% or $37,645 at 6%; with 100% employer match about $42,350 at 4% or $28,233 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 190 | - | - | - |
| 2016 | 2 | 159 | $6,248,346 | $469,222 | $2,951iApproximate average salary by contribution assumption: employee only about $73,777 at 4% or $49,185 at 6%; with 50% employer match about $49,185 at 4% or $32,790 at 6%; with 100% employer match about $36,889 at 4% or $24,592 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 143 | $6,248,346 | $469,222 | $3,281iApproximate average salary by contribution assumption: employee only about $82,032 at 4% or $54,688 at 6%; with 50% employer match about $54,688 at 4% or $36,459 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 159 | - | - | - |
| 2015 | 2 | 155 | $5,267,849 | $442,337 | $2,854iApproximate average salary by contribution assumption: employee only about $71,345 at 4% or $47,563 at 6%; with 50% employer match about $47,563 at 4% or $31,709 at 6%; with 100% employer match about $35,672 at 4% or $23,782 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 155 | $5,267,849 | $442,337 | $2,854iApproximate average salary by contribution assumption: employee only about $71,345 at 4% or $47,563 at 6%; with 50% employer match about $47,563 at 4% or $31,709 at 6%; with 100% employer match about $35,672 at 4% or $23,782 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 108 | - | - | - |
| 2014 | 2 | 156 | $5,134,391 | $413,813 | $2,653iApproximate average salary by contribution assumption: employee only about $66,316 at 4% or $44,211 at 6%; with 50% employer match about $44,211 at 4% or $29,474 at 6%; with 100% employer match about $33,158 at 4% or $22,105 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 156 | $5,134,391 | $413,813 | $2,653iApproximate average salary by contribution assumption: employee only about $66,316 at 4% or $44,211 at 6%; with 50% employer match about $44,211 at 4% or $29,474 at 6%; with 100% employer match about $33,158 at 4% or $22,105 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 124 | - | - | - |
| 2013 | 3 | 177 | $4,774,478 | $385,372 | $2,177iApproximate average salary by contribution assumption: employee only about $54,431 at 4% or $36,287 at 6%; with 50% employer match about $36,287 at 4% or $24,192 at 6%; with 100% employer match about $27,216 at 4% or $18,144 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 177 | $4,774,478 | $385,372 | $2,177iApproximate average salary by contribution assumption: employee only about $54,431 at 4% or $36,287 at 6%; with 50% employer match about $36,287 at 4% or $24,192 at 6%; with 100% employer match about $27,216 at 4% or $18,144 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 122 | - | - | - |
| U.M. FDSP & ASSOCIATES, P.A. MEDICAL PLAN | - | 108 | - | - | - |
| 2012 | 2 | 170 | $4,127,622 | $353,722 | $2,081iApproximate average salary by contribution assumption: employee only about $52,018 at 4% or $34,679 at 6%; with 50% employer match about $34,679 at 4% or $23,119 at 6%; with 100% employer match about $26,009 at 4% or $17,339 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 170 | $4,127,622 | $353,722 | $2,081iApproximate average salary by contribution assumption: employee only about $52,018 at 4% or $34,679 at 6%; with 50% employer match about $34,679 at 4% or $23,119 at 6%; with 100% employer match about $26,009 at 4% or $17,339 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 108 | - | - | - |
| 2011 | 2 | 164 | $3,477,968 | $353,763 | $2,157iApproximate average salary by contribution assumption: employee only about $53,927 at 4% or $35,952 at 6%; with 50% employer match about $35,952 at 4% or $23,968 at 6%; with 100% employer match about $26,964 at 4% or $17,976 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 164 | $3,477,968 | $353,763 | $2,157iApproximate average salary by contribution assumption: employee only about $53,927 at 4% or $35,952 at 6%; with 50% employer match about $35,952 at 4% or $23,968 at 6%; with 100% employer match about $26,964 at 4% or $17,976 at 6%. |
| U. M. Fdsp Associates, P. a. Health and Welfare Benefit Plan | - | 108 | - | - | - |
| 2010 | 1 | 174 | $3,439,196 | $343,270 | $1,973iApproximate average salary by contribution assumption: employee only about $49,320 at 4% or $32,880 at 6%; with 50% employer match about $32,880 at 4% or $21,920 at 6%; with 100% employer match about $24,660 at 4% or $16,440 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 174 | $3,439,196 | $343,270 | $1,973iApproximate average salary by contribution assumption: employee only about $49,320 at 4% or $32,880 at 6%; with 50% employer match about $32,880 at 4% or $21,920 at 6%; with 100% employer match about $24,660 at 4% or $16,440 at 6%. |
| 2009 | 1 | 170 | $2,751,144 | $361,379 | $2,126iApproximate average salary by contribution assumption: employee only about $53,144 at 4% or $35,429 at 6%; with 50% employer match about $35,429 at 4% or $23,620 at 6%; with 100% employer match about $26,572 at 4% or $17,715 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 170 | $2,751,144 | $361,379 | $2,126iApproximate average salary by contribution assumption: employee only about $53,144 at 4% or $35,429 at 6%; with 50% employer match about $35,429 at 4% or $23,620 at 6%; with 100% employer match about $26,572 at 4% or $17,715 at 6%. |
| 2008 | 1 | 158 | $2,315,293 | $275,280 | $1,742iApproximate average salary by contribution assumption: employee only about $43,557 at 4% or $29,038 at 6%; with 50% employer match about $29,038 at 4% or $19,359 at 6%; with 100% employer match about $21,778 at 4% or $14,519 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 158 | $2,315,293 | $275,280 | $1,742iApproximate average salary by contribution assumption: employee only about $43,557 at 4% or $29,038 at 6%; with 50% employer match about $29,038 at 4% or $19,359 at 6%; with 100% employer match about $21,778 at 4% or $14,519 at 6%. |
| 2007 | 1 | 129 | $0 | $0 | - |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 129 | - | - | - |
| 2006 | 1 | 110 | $2,928,870 | $225,101 | $2,046iApproximate average salary by contribution assumption: employee only about $51,159 at 4% or $34,106 at 6%; with 50% employer match about $34,106 at 4% or $22,737 at 6%; with 100% employer match about $25,580 at 4% or $17,053 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 110 | $2,928,870 | $225,101 | $2,046iApproximate average salary by contribution assumption: employee only about $51,159 at 4% or $34,106 at 6%; with 50% employer match about $34,106 at 4% or $22,737 at 6%; with 100% employer match about $25,580 at 4% or $17,053 at 6%. |
| 2005 | 1 | 110 | $2,687,973 | $263,369 | $2,394iApproximate average salary by contribution assumption: employee only about $59,857 at 4% or $39,904 at 6%; with 50% employer match about $39,904 at 4% or $26,603 at 6%; with 100% employer match about $29,928 at 4% or $19,952 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 110 | $2,687,973 | $263,369 | $2,394iApproximate average salary by contribution assumption: employee only about $59,857 at 4% or $39,904 at 6%; with 50% employer match about $39,904 at 4% or $26,603 at 6%; with 100% employer match about $29,928 at 4% or $19,952 at 6%. |
| 2004 | 1 | 119 | $2,373,400 | $181,813 | $1,528iApproximate average salary by contribution assumption: employee only about $38,196 at 4% or $25,464 at 6%; with 50% employer match about $25,464 at 4% or $16,976 at 6%; with 100% employer match about $19,098 at 4% or $12,732 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 119 | $2,373,400 | $181,813 | $1,528iApproximate average salary by contribution assumption: employee only about $38,196 at 4% or $25,464 at 6%; with 50% employer match about $25,464 at 4% or $16,976 at 6%; with 100% employer match about $19,098 at 4% or $12,732 at 6%. |
| 2003 | 1 | 114 | $2,322,050 | $258,888 | $2,271iApproximate average salary by contribution assumption: employee only about $56,774 at 4% or $37,849 at 6%; with 50% employer match about $37,849 at 4% or $25,233 at 6%; with 100% employer match about $28,387 at 4% or $18,925 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 114 | $2,322,050 | $258,888 | $2,271iApproximate average salary by contribution assumption: employee only about $56,774 at 4% or $37,849 at 6%; with 50% employer match about $37,849 at 4% or $25,233 at 6%; with 100% employer match about $28,387 at 4% or $18,925 at 6%. |
| 2002 | 1 | 122 | $1,998,308 | $248,877 | $2,040iApproximate average salary by contribution assumption: employee only about $50,999 at 4% or $34,000 at 6%; with 50% employer match about $34,000 at 4% or $22,666 at 6%; with 100% employer match about $25,500 at 4% or $17,000 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 122 | $1,998,308 | $248,877 | $2,040iApproximate average salary by contribution assumption: employee only about $50,999 at 4% or $34,000 at 6%; with 50% employer match about $34,000 at 4% or $22,666 at 6%; with 100% employer match about $25,500 at 4% or $17,000 at 6%. |
| 2001 | 1 | 134 | $1,811,989 | $216,626 | $1,617iApproximate average salary by contribution assumption: employee only about $40,415 at 4% or $26,944 at 6%; with 50% employer match about $26,944 at 4% or $17,962 at 6%; with 100% employer match about $20,208 at 4% or $13,472 at 6%. |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 134 | $1,811,989 | $216,626 | $1,617iApproximate average salary by contribution assumption: employee only about $40,415 at 4% or $26,944 at 6%; with 50% employer match about $26,944 at 4% or $17,962 at 6%; with 100% employer match about $20,208 at 4% or $13,472 at 6%. |
| 2000 | 1 | 139 | $0 | $0 | - |
| U.M. Fdsp Associates, P.A. 401(K) Profit Sharing Plan | - | 139 | - | - | - |