Civic Intelligence

Universal Trust Mortgage

Plan context: Universal Trust Mortgage 401K Plan

EIN 52-1964104 • Columbia, MD • 12 filings • 3 plans

6250 Old Dobbin LaneSuite 110Columbia, MD 21045
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$122

2011 Contributions

$92,183

Historical Graphs

Total Assets Over Time

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

$951,409$475,705$0199920052010YearValue
$122Latest year 2010

Participants Over Time

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

31160199920052010YearValue
1Latest year 2010

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
201110$0$0-
Universal Trust Mortgage 401K Plan-0$0--
201011$122$0-
Universal Trust Mortgage 401K Plan-1$122--
200912$266$0-
Universal Trust Mortgage 401K Plan-2$266--
2008118$601,232$92,183$5,121iApproximate average salary by contribution assumption: employee only about $128,032 at 4% or $85,355 at 6%; with 50% employer match about $85,355 at 4% or $56,903 at 6%; with 100% employer match about $64,016 at 4% or $42,677 at 6%.
Universal Trust Mortgage 401K Plan-18$601,232$92,183$5,121iApproximate average salary by contribution assumption: employee only about $128,032 at 4% or $85,355 at 6%; with 50% employer match about $85,355 at 4% or $56,903 at 6%; with 100% employer match about $64,016 at 4% or $42,677 at 6%.
2007131$951,409$167,645$5,408iApproximate average salary by contribution assumption: employee only about $135,198 at 4% or $90,132 at 6%; with 50% employer match about $90,132 at 4% or $60,088 at 6%; with 100% employer match about $67,599 at 4% or $45,066 at 6%.
Universal Trust Mortgage 401K Plan-31$951,409$167,645$5,408iApproximate average salary by contribution assumption: employee only about $135,198 at 4% or $90,132 at 6%; with 50% employer match about $90,132 at 4% or $60,088 at 6%; with 100% employer match about $67,599 at 4% or $45,066 at 6%.
2006131$903,799$252,820$8,155iApproximate average salary by contribution assumption: employee only about $203,887 at 4% or $135,925 at 6%; with 50% employer match about $135,925 at 4% or $90,616 at 6%; with 100% employer match about $101,944 at 4% or $67,962 at 6%.
Universal Trust Mortgage 401K Plan-31$903,799$252,820$8,155iApproximate average salary by contribution assumption: employee only about $203,887 at 4% or $135,925 at 6%; with 50% employer match about $135,925 at 4% or $90,616 at 6%; with 100% employer match about $101,944 at 4% or $67,962 at 6%.
2005123$642,754$204,320$8,883iApproximate average salary by contribution assumption: employee only about $222,087 at 4% or $148,058 at 6%; with 50% employer match about $148,058 at 4% or $98,705 at 6%; with 100% employer match about $111,043 at 4% or $74,029 at 6%.
Universal Trust Mortgage 401K Plan-23$642,754$204,320$8,883iApproximate average salary by contribution assumption: employee only about $222,087 at 4% or $148,058 at 6%; with 50% employer match about $148,058 at 4% or $98,705 at 6%; with 100% employer match about $111,043 at 4% or $74,029 at 6%.
2004116$467,669$120,851$7,553iApproximate average salary by contribution assumption: employee only about $188,830 at 4% or $125,886 at 6%; with 50% employer match about $125,886 at 4% or $83,924 at 6%; with 100% employer match about $94,415 at 4% or $62,943 at 6%.
Universal Trust Mortgage 401K Plan-16$467,669$120,851$7,553iApproximate average salary by contribution assumption: employee only about $188,830 at 4% or $125,886 at 6%; with 50% employer match about $125,886 at 4% or $83,924 at 6%; with 100% employer match about $94,415 at 4% or $62,943 at 6%.
2003114$313,627$101,742$7,267iApproximate average salary by contribution assumption: employee only about $181,682 at 4% or $121,121 at 6%; with 50% employer match about $121,121 at 4% or $80,748 at 6%; with 100% employer match about $90,841 at 4% or $60,561 at 6%.
Universal Trust Mortgage 401K Plan-14$313,627$101,742$7,267iApproximate average salary by contribution assumption: employee only about $181,682 at 4% or $121,121 at 6%; with 50% employer match about $121,121 at 4% or $80,748 at 6%; with 100% employer match about $90,841 at 4% or $60,561 at 6%.
2002110$173,753$65,965$6,597iApproximate average salary by contribution assumption: employee only about $164,913 at 4% or $109,942 at 6%; with 50% employer match about $109,942 at 4% or $73,294 at 6%; with 100% employer match about $82,456 at 4% or $54,971 at 6%.
Universal Trust Mortgage 401K Plan-10$173,753$65,965$6,597iApproximate average salary by contribution assumption: employee only about $164,913 at 4% or $109,942 at 6%; with 50% employer match about $109,942 at 4% or $73,294 at 6%; with 100% employer match about $82,456 at 4% or $54,971 at 6%.
200018$147,417$52,081$6,510iApproximate average salary by contribution assumption: employee only about $162,753 at 4% or $108,502 at 6%; with 50% employer match about $108,502 at 4% or $72,335 at 6%; with 100% employer match about $81,377 at 4% or $54,251 at 6%.
Universal Trust Mortgage 401K Plan-8$147,417$52,081$6,510iApproximate average salary by contribution assumption: employee only about $162,753 at 4% or $108,502 at 6%; with 50% employer match about $108,502 at 4% or $72,335 at 6%; with 100% employer match about $81,377 at 4% or $54,251 at 6%.
199917$139,556$67,260$9,609iApproximate average salary by contribution assumption: employee only about $240,214 at 4% or $160,143 at 6%; with 50% employer match about $160,143 at 4% or $106,762 at 6%; with 100% employer match about $120,107 at 4% or $80,071 at 6%.
Universal Trust Mortgage 401K Plan-7$139,556$67,260$9,609iApproximate average salary by contribution assumption: employee only about $240,214 at 4% or $160,143 at 6%; with 50% employer match about $160,143 at 4% or $106,762 at 6%; with 100% employer match about $120,107 at 4% or $80,071 at 6%.