Civic Intelligence

UMI 401(K) PLAN

Plan context: Umi 401(K) Plan

EIN 54-2095461 • San Jose, CA • 29 filings • 5 plans

2185 Oakland RoadSan Jose, CA 95131
Current Snapshot

Latest Year

2024

2024 Participants

124

2024 Assets

$17,087,083

2024 Contributions

$2,876,208

Historical Graphs

Total Assets Over Time

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

$17,087,083$8,543,542$0200420142024YearValue
$17,087,083Latest year 2024

Participants Over Time

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

153770200420142024YearValue
124Latest 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
20242124$17,087,083$2,876,208$23,195iApproximate average salary by contribution assumption: employee only about $579,881 at 4% or $386,587 at 6%; with 50% employer match about $386,587 at 4% or $257,725 at 6%; with 100% employer match about $289,940 at 4% or $193,294 at 6%.
Umi 401(K) Plan-124$17,087,083$2,876,208$23,195iApproximate average salary by contribution assumption: employee only about $579,881 at 4% or $386,587 at 6%; with 50% employer match about $386,587 at 4% or $257,725 at 6%; with 100% employer match about $289,940 at 4% or $193,294 at 6%.
United Mechanical Inc. Welfare Benefits Plan-123---
20232153$13,087,725$1,750,508$11,441iApproximate average salary by contribution assumption: employee only about $286,031 at 4% or $190,687 at 6%; with 50% employer match about $190,687 at 4% or $127,125 at 6%; with 100% employer match about $143,015 at 4% or $95,344 at 6%.
Umi 401(K) Plan-118$13,087,725$1,750,508$14,835iApproximate average salary by contribution assumption: employee only about $370,870 at 4% or $247,247 at 6%; with 50% employer match about $247,247 at 4% or $164,831 at 6%; with 100% employer match about $185,435 at 4% or $123,623 at 6%.
United Mechanical Inc. Welfare Benefits Plan-153---
20222130$10,593,079$2,104,022$16,185iApproximate average salary by contribution assumption: employee only about $404,620 at 4% or $269,746 at 6%; with 50% employer match about $269,746 at 4% or $179,831 at 6%; with 100% employer match about $202,310 at 4% or $134,873 at 6%.
Umi 401(K) Plan-130$10,593,079$2,104,022$16,185iApproximate average salary by contribution assumption: employee only about $404,620 at 4% or $269,746 at 6%; with 50% employer match about $269,746 at 4% or $179,831 at 6%; with 100% employer match about $202,310 at 4% or $134,873 at 6%.
United Mechanical Inc. Welfare Benefits Plan-126---
20211101$10,707,096$1,405,918$13,920iApproximate average salary by contribution assumption: employee only about $348,000 at 4% or $232,000 at 6%; with 50% employer match about $232,000 at 4% or $154,666 at 6%; with 100% employer match about $174,000 at 4% or $116,000 at 6%.
Umi 401(K) Plan-101$10,707,096$1,405,918$13,920iApproximate average salary by contribution assumption: employee only about $348,000 at 4% or $232,000 at 6%; with 50% employer match about $232,000 at 4% or $154,666 at 6%; with 100% employer match about $174,000 at 4% or $116,000 at 6%.
2020299$8,638,608$1,246,994$12,596iApproximate average salary by contribution assumption: employee only about $314,897 at 4% or $209,932 at 6%; with 50% employer match about $209,932 at 4% or $139,954 at 6%; with 100% employer match about $157,449 at 4% or $104,966 at 6%.
Umi 401(K) Plan-99$8,638,608$1,246,994$12,596iApproximate average salary by contribution assumption: employee only about $314,897 at 4% or $209,932 at 6%; with 50% employer match about $209,932 at 4% or $139,954 at 6%; with 100% employer match about $157,449 at 4% or $104,966 at 6%.
United Mechanical Inc. Welfare Benefits Plan-90---
20192118$7,165,637$1,432,134$12,137iApproximate average salary by contribution assumption: employee only about $303,418 at 4% or $202,279 at 6%; with 50% employer match about $202,279 at 4% or $134,853 at 6%; with 100% employer match about $151,709 at 4% or $101,139 at 6%.
Umi 401(K) Plan-118$7,165,637$1,432,134$12,137iApproximate average salary by contribution assumption: employee only about $303,418 at 4% or $202,279 at 6%; with 50% employer match about $202,279 at 4% or $134,853 at 6%; with 100% employer match about $151,709 at 4% or $101,139 at 6%.
United Mechanical Inc. Welfare Benefits Plan-115---
20182112$5,043,621$1,256,146$11,216iApproximate average salary by contribution assumption: employee only about $280,390 at 4% or $186,926 at 6%; with 50% employer match about $186,926 at 4% or $124,618 at 6%; with 100% employer match about $140,195 at 4% or $93,463 at 6%.
Umi 401(K) Plan-112$5,043,621$1,256,146$11,216iApproximate average salary by contribution assumption: employee only about $280,390 at 4% or $186,926 at 6%; with 50% employer match about $186,926 at 4% or $124,618 at 6%; with 100% employer match about $140,195 at 4% or $93,463 at 6%.
United Mechanical Inc. Welfare Benefits Plan-109---
2017299$4,549,881$1,165,481$11,773iApproximate average salary by contribution assumption: employee only about $294,313 at 4% or $196,209 at 6%; with 50% employer match about $196,209 at 4% or $130,806 at 6%; with 100% employer match about $147,157 at 4% or $98,104 at 6%.
Umi 401(K) Plan-88$4,549,881$1,165,481$13,244iApproximate average salary by contribution assumption: employee only about $331,103 at 4% or $220,735 at 6%; with 50% employer match about $220,735 at 4% or $147,157 at 6%; with 100% employer match about $165,551 at 4% or $110,368 at 6%.
United Mechanical Inc. Welfare Benefits Plan-99---
20162100$3,080,975$896,752$8,968iApproximate average salary by contribution assumption: employee only about $224,188 at 4% or $149,459 at 6%; with 50% employer match about $149,459 at 4% or $99,639 at 6%; with 100% employer match about $112,094 at 4% or $74,729 at 6%.
Umi 401(K) Plan-88$3,080,975$896,752$10,190iApproximate average salary by contribution assumption: employee only about $254,759 at 4% or $169,839 at 6%; with 50% employer match about $169,839 at 4% or $113,226 at 6%; with 100% employer match about $127,380 at 4% or $84,920 at 6%.
United Mechanical Inc. Welfare Benefits Plan-100---
2015189$2,201,984$779,366$8,757iApproximate average salary by contribution assumption: employee only about $218,923 at 4% or $145,949 at 6%; with 50% employer match about $145,949 at 4% or $97,299 at 6%; with 100% employer match about $109,462 at 4% or $72,974 at 6%.
Umi 401(K) Plan-89$2,201,984$779,366$8,757iApproximate average salary by contribution assumption: employee only about $218,923 at 4% or $145,949 at 6%; with 50% employer match about $145,949 at 4% or $97,299 at 6%; with 100% employer match about $109,462 at 4% or $72,974 at 6%.
2014159$1,894,176$481,719$8,165iApproximate average salary by contribution assumption: employee only about $204,118 at 4% or $136,079 at 6%; with 50% employer match about $136,079 at 4% or $90,719 at 6%; with 100% employer match about $102,059 at 4% or $68,039 at 6%.
Umi 401(K) Plan-59$1,894,176$481,719$8,165iApproximate average salary by contribution assumption: employee only about $204,118 at 4% or $136,079 at 6%; with 50% employer match about $136,079 at 4% or $90,719 at 6%; with 100% employer match about $102,059 at 4% or $68,039 at 6%.
2013145$1,712,748$393,946$8,754iApproximate average salary by contribution assumption: employee only about $218,859 at 4% or $145,906 at 6%; with 50% employer match about $145,906 at 4% or $97,271 at 6%; with 100% employer match about $109,429 at 4% or $72,953 at 6%.
Umi 401(K) Plan-45$1,712,748$393,946$8,754iApproximate average salary by contribution assumption: employee only about $218,859 at 4% or $145,906 at 6%; with 50% employer match about $145,906 at 4% or $97,271 at 6%; with 100% employer match about $109,429 at 4% or $72,953 at 6%.
2012142$1,203,511$639,601$15,229iApproximate average salary by contribution assumption: employee only about $380,715 at 4% or $253,810 at 6%; with 50% employer match about $253,810 at 4% or $169,207 at 6%; with 100% employer match about $190,357 at 4% or $126,905 at 6%.
Umi 401(K) Plan-42$1,203,511$639,601$15,229iApproximate average salary by contribution assumption: employee only about $380,715 at 4% or $253,810 at 6%; with 50% employer match about $253,810 at 4% or $169,207 at 6%; with 100% employer match about $190,357 at 4% or $126,905 at 6%.
2011128$499,399$209,349$7,477iApproximate average salary by contribution assumption: employee only about $186,919 at 4% or $124,613 at 6%; with 50% employer match about $124,613 at 4% or $83,075 at 6%; with 100% employer match about $93,459 at 4% or $62,306 at 6%.
Umi 401(K) Plan-28$499,399$209,349$7,477iApproximate average salary by contribution assumption: employee only about $186,919 at 4% or $124,613 at 6%; with 50% employer match about $124,613 at 4% or $83,075 at 6%; with 100% employer match about $93,459 at 4% or $62,306 at 6%.
2010117$297,927$61,072$3,592iApproximate average salary by contribution assumption: employee only about $89,812 at 4% or $59,875 at 6%; with 50% employer match about $59,875 at 4% or $39,916 at 6%; with 100% employer match about $44,906 at 4% or $29,937 at 6%.
Umi 401(K) Plan-17$297,927$61,072$3,592iApproximate average salary by contribution assumption: employee only about $89,812 at 4% or $59,875 at 6%; with 50% employer match about $59,875 at 4% or $39,916 at 6%; with 100% employer match about $44,906 at 4% or $29,937 at 6%.
2009114$195,887$42,156$3,011iApproximate average salary by contribution assumption: employee only about $75,279 at 4% or $50,186 at 6%; with 50% employer match about $50,186 at 4% or $33,457 at 6%; with 100% employer match about $37,639 at 4% or $25,093 at 6%.
Umi 401(K) Plan-14$195,887$42,156$3,011iApproximate average salary by contribution assumption: employee only about $75,279 at 4% or $50,186 at 6%; with 50% employer match about $50,186 at 4% or $33,457 at 6%; with 100% employer match about $37,639 at 4% or $25,093 at 6%.
2008123$113,408$86,069$3,742iApproximate average salary by contribution assumption: employee only about $93,553 at 4% or $62,369 at 6%; with 50% employer match about $62,369 at 4% or $41,579 at 6%; with 100% employer match about $46,777 at 4% or $31,184 at 6%.
Umi 401(K) Plan-23$113,408$86,069$3,742iApproximate average salary by contribution assumption: employee only about $93,553 at 4% or $62,369 at 6%; with 50% employer match about $62,369 at 4% or $41,579 at 6%; with 100% employer match about $46,777 at 4% or $31,184 at 6%.
2007122$100,780$44,654$2,030iApproximate average salary by contribution assumption: employee only about $50,743 at 4% or $33,829 at 6%; with 50% employer match about $33,829 at 4% or $22,553 at 6%; with 100% employer match about $25,372 at 4% or $16,914 at 6%.
Umi 401(K) Plan-22$100,780$44,654$2,030iApproximate average salary by contribution assumption: employee only about $50,743 at 4% or $33,829 at 6%; with 50% employer match about $33,829 at 4% or $22,553 at 6%; with 100% employer match about $25,372 at 4% or $16,914 at 6%.
200617$54,252$19,296$2,757iApproximate average salary by contribution assumption: employee only about $68,914 at 4% or $45,943 at 6%; with 50% employer match about $45,943 at 4% or $30,629 at 6%; with 100% employer match about $34,457 at 4% or $22,971 at 6%.
Umi 401(K) Plan-7$54,252$19,296$2,757iApproximate average salary by contribution assumption: employee only about $68,914 at 4% or $45,943 at 6%; with 50% employer match about $45,943 at 4% or $30,629 at 6%; with 100% employer match about $34,457 at 4% or $22,971 at 6%.
200517$29,598$27,820$3,974iApproximate average salary by contribution assumption: employee only about $99,357 at 4% or $66,238 at 6%; with 50% employer match about $66,238 at 4% or $44,159 at 6%; with 100% employer match about $49,679 at 4% or $33,119 at 6%.
Umi 401(K) Plan-7$29,598$27,820$3,974iApproximate average salary by contribution assumption: employee only about $99,357 at 4% or $66,238 at 6%; with 50% employer match about $66,238 at 4% or $44,159 at 6%; with 100% employer match about $49,679 at 4% or $33,119 at 6%.
200417$14,845$14,394$2,056iApproximate average salary by contribution assumption: employee only about $51,407 at 4% or $34,271 at 6%; with 50% employer match about $34,271 at 4% or $22,848 at 6%; with 100% employer match about $25,704 at 4% or $17,136 at 6%.
Umi 401(K) Plan-7$14,845$14,394$2,056iApproximate average salary by contribution assumption: employee only about $51,407 at 4% or $34,271 at 6%; with 50% employer match about $34,271 at 4% or $22,848 at 6%; with 100% employer match about $25,704 at 4% or $17,136 at 6%.