Civic Intelligence

Universal Business Inc.

Plan context: Universal Business Inc. 401(K) Plan

EIN 56-2128861 • Charlotte, NC • 17 filings • 2 plans

1534 Copperplate RdCharlotte, NC 28262-6438
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,150,334

2024 Contributions

$83,808

Historical Graphs

Total Assets Over Time

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

$2,150,334$1,075,167$0200820162024YearValue
$2,150,334Latest year 2024

Participants Over Time

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

1680200820162024YearValue
10Latest 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
2024110$2,150,334$83,808$8,381iApproximate average salary by contribution assumption: employee only about $209,520 at 4% or $139,680 at 6%; with 50% employer match about $139,680 at 4% or $93,120 at 6%; with 100% employer match about $104,760 at 4% or $69,840 at 6%.
Universal Business Inc. 401(K) Plan-10$2,150,334$83,808$8,381iApproximate average salary by contribution assumption: employee only about $209,520 at 4% or $139,680 at 6%; with 50% employer match about $139,680 at 4% or $93,120 at 6%; with 100% employer match about $104,760 at 4% or $69,840 at 6%.
2023113$1,890,135$78,274$6,021iApproximate average salary by contribution assumption: employee only about $150,527 at 4% or $100,351 at 6%; with 50% employer match about $100,351 at 4% or $66,901 at 6%; with 100% employer match about $75,263 at 4% or $50,176 at 6%.
Universal Business Inc. 401(K) Plan-13$1,890,135$78,274$6,021iApproximate average salary by contribution assumption: employee only about $150,527 at 4% or $100,351 at 6%; with 50% employer match about $100,351 at 4% or $66,901 at 6%; with 100% employer match about $75,263 at 4% or $50,176 at 6%.
2022113$1,644,388$92,368$7,105iApproximate average salary by contribution assumption: employee only about $177,631 at 4% or $118,421 at 6%; with 50% employer match about $118,421 at 4% or $78,947 at 6%; with 100% employer match about $88,815 at 4% or $59,210 at 6%.
Universal Business Inc. 401(K) Plan-13$1,644,388$92,368$7,105iApproximate average salary by contribution assumption: employee only about $177,631 at 4% or $118,421 at 6%; with 50% employer match about $118,421 at 4% or $78,947 at 6%; with 100% employer match about $88,815 at 4% or $59,210 at 6%.
2021116$1,786,353$382,734$23,921iApproximate average salary by contribution assumption: employee only about $598,022 at 4% or $398,681 at 6%; with 50% employer match about $398,681 at 4% or $265,788 at 6%; with 100% employer match about $299,011 at 4% or $199,341 at 6%.
Universal Business Inc. 401(K) Plan-16$1,786,353$382,734$23,921iApproximate average salary by contribution assumption: employee only about $598,022 at 4% or $398,681 at 6%; with 50% employer match about $398,681 at 4% or $265,788 at 6%; with 100% employer match about $299,011 at 4% or $199,341 at 6%.
2020112$1,565,485$94,721$7,893iApproximate average salary by contribution assumption: employee only about $197,335 at 4% or $131,557 at 6%; with 50% employer match about $131,557 at 4% or $87,705 at 6%; with 100% employer match about $98,668 at 4% or $65,778 at 6%.
Universal Business Inc. 401(K) Plan-12$1,565,485$94,721$7,893iApproximate average salary by contribution assumption: employee only about $197,335 at 4% or $131,557 at 6%; with 50% employer match about $131,557 at 4% or $87,705 at 6%; with 100% employer match about $98,668 at 4% or $65,778 at 6%.
2019112$1,316,558$134,022$11,169iApproximate average salary by contribution assumption: employee only about $279,213 at 4% or $186,142 at 6%; with 50% employer match about $186,142 at 4% or $124,094 at 6%; with 100% employer match about $139,606 at 4% or $93,071 at 6%.
Universal Business Inc. 401(K) Plan-12$1,316,558$134,022$11,169iApproximate average salary by contribution assumption: employee only about $279,213 at 4% or $186,142 at 6%; with 50% employer match about $186,142 at 4% or $124,094 at 6%; with 100% employer match about $139,606 at 4% or $93,071 at 6%.
201818$1,016,651$136,829$17,104iApproximate average salary by contribution assumption: employee only about $427,591 at 4% or $285,060 at 6%; with 50% employer match about $285,060 at 4% or $190,040 at 6%; with 100% employer match about $213,795 at 4% or $142,530 at 6%.
Universal Business Inc. 401(K) Plan-8$1,016,651$136,829$17,104iApproximate average salary by contribution assumption: employee only about $427,591 at 4% or $285,060 at 6%; with 50% employer match about $285,060 at 4% or $190,040 at 6%; with 100% employer match about $213,795 at 4% or $142,530 at 6%.
201718$915,360$84,307$10,538iApproximate average salary by contribution assumption: employee only about $263,459 at 4% or $175,640 at 6%; with 50% employer match about $175,640 at 4% or $117,093 at 6%; with 100% employer match about $131,730 at 4% or $87,820 at 6%.
Universal Business Inc. 401(K) Plan-8$915,360$84,307$10,538iApproximate average salary by contribution assumption: employee only about $263,459 at 4% or $175,640 at 6%; with 50% employer match about $175,640 at 4% or $117,093 at 6%; with 100% employer match about $131,730 at 4% or $87,820 at 6%.
201617$740,130$61,994$8,856iApproximate average salary by contribution assumption: employee only about $221,407 at 4% or $147,605 at 6%; with 50% employer match about $147,605 at 4% or $98,403 at 6%; with 100% employer match about $110,704 at 4% or $73,802 at 6%.
Universal Business Inc. 401(K) Plan-7$740,130$61,994$8,856iApproximate average salary by contribution assumption: employee only about $221,407 at 4% or $147,605 at 6%; with 50% employer match about $147,605 at 4% or $98,403 at 6%; with 100% employer match about $110,704 at 4% or $73,802 at 6%.
201518$646,476$59,891$7,486iApproximate average salary by contribution assumption: employee only about $187,159 at 4% or $124,773 at 6%; with 50% employer match about $124,773 at 4% or $83,182 at 6%; with 100% employer match about $93,580 at 4% or $62,386 at 6%.
Universal Business Inc. 401(K) Plan-8$646,476$59,891$7,486iApproximate average salary by contribution assumption: employee only about $187,159 at 4% or $124,773 at 6%; with 50% employer match about $124,773 at 4% or $83,182 at 6%; with 100% employer match about $93,580 at 4% or $62,386 at 6%.
201419$614,067$60,823$6,758iApproximate average salary by contribution assumption: employee only about $168,953 at 4% or $112,635 at 6%; with 50% employer match about $112,635 at 4% or $75,090 at 6%; with 100% employer match about $84,476 at 4% or $56,318 at 6%.
Universal Business Inc. 401(K) Plan-9$614,067$60,823$6,758iApproximate average salary by contribution assumption: employee only about $168,953 at 4% or $112,635 at 6%; with 50% employer match about $112,635 at 4% or $75,090 at 6%; with 100% employer match about $84,476 at 4% or $56,318 at 6%.
201319$522,626$61,780$6,864iApproximate average salary by contribution assumption: employee only about $171,611 at 4% or $114,407 at 6%; with 50% employer match about $114,407 at 4% or $76,272 at 6%; with 100% employer match about $85,806 at 4% or $57,204 at 6%.
Universal Business Inc. 401(K) Plan-9$522,626$61,780$6,864iApproximate average salary by contribution assumption: employee only about $171,611 at 4% or $114,407 at 6%; with 50% employer match about $114,407 at 4% or $76,272 at 6%; with 100% employer match about $85,806 at 4% or $57,204 at 6%.
201219$388,708$62,035$6,893iApproximate average salary by contribution assumption: employee only about $172,319 at 4% or $114,880 at 6%; with 50% employer match about $114,880 at 4% or $76,586 at 6%; with 100% employer match about $86,160 at 4% or $57,440 at 6%.
Universal Business Inc. 401(K) Plan-9$388,708$62,035$6,893iApproximate average salary by contribution assumption: employee only about $172,319 at 4% or $114,880 at 6%; with 50% employer match about $114,880 at 4% or $76,586 at 6%; with 100% employer match about $86,160 at 4% or $57,440 at 6%.
201119$290,407$52,107$5,790iApproximate average salary by contribution assumption: employee only about $144,742 at 4% or $96,494 at 6%; with 50% employer match about $96,494 at 4% or $64,330 at 6%; with 100% employer match about $72,371 at 4% or $48,247 at 6%.
Universal Business Inc. 401(K) Plan-9$290,407$52,107$5,790iApproximate average salary by contribution assumption: employee only about $144,742 at 4% or $96,494 at 6%; with 50% employer match about $96,494 at 4% or $64,330 at 6%; with 100% employer match about $72,371 at 4% or $48,247 at 6%.
201019$238,453$52,013$5,779iApproximate average salary by contribution assumption: employee only about $144,481 at 4% or $96,320 at 6%; with 50% employer match about $96,320 at 4% or $64,214 at 6%; with 100% employer match about $72,240 at 4% or $48,160 at 6%.
Universal Business Inc. 401(K) Plan-9$238,453$52,013$5,779iApproximate average salary by contribution assumption: employee only about $144,481 at 4% or $96,320 at 6%; with 50% employer match about $96,320 at 4% or $64,214 at 6%; with 100% employer match about $72,240 at 4% or $48,160 at 6%.
200919$166,385$94,695$10,522iApproximate average salary by contribution assumption: employee only about $263,042 at 4% or $175,361 at 6%; with 50% employer match about $175,361 at 4% or $116,907 at 6%; with 100% employer match about $131,521 at 4% or $87,681 at 6%.
Universal Business Inc. 401(K) Plan-9$166,385$94,695$10,522iApproximate average salary by contribution assumption: employee only about $263,042 at 4% or $175,361 at 6%; with 50% employer match about $175,361 at 4% or $116,907 at 6%; with 100% employer match about $131,521 at 4% or $87,681 at 6%.
2008116$41,304$41,092$2,568iApproximate average salary by contribution assumption: employee only about $64,206 at 4% or $42,804 at 6%; with 50% employer match about $42,804 at 4% or $28,536 at 6%; with 100% employer match about $32,103 at 4% or $21,402 at 6%.
Universal Business Inc. 401(K) Plan-16$41,304$41,092$2,568iApproximate average salary by contribution assumption: employee only about $64,206 at 4% or $42,804 at 6%; with 50% employer match about $42,804 at 4% or $28,536 at 6%; with 100% employer match about $32,103 at 4% or $21,402 at 6%.