Civic Intelligence

Union Academy

Plan context: Union Academy 401(K) Plan

EIN 56-2172412 • Monroe, NC • 20 filings • 3 plans

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675 N M L King Jr BlvdMonroe, NC 28110-8119
Current Snapshot

Latest Year

2024

2024 Participants

237

2024 Assets

$6,444,896

2024 Contributions

$947,023

Historical Graphs

Total Assets Over Time

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

$6,444,896$3,222,448$0201620192022YearValue
$6,444,896Latest year 2022

Participants Over Time

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

3901950201220182024YearValue
237Latest 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
20241237$0$0-
Union Academy Health and Welfare Benefits Plan-237---
20231226$0$0-
Union Academy Health and Welfare Benefits Plan-226---
20222390$6,444,896$947,023$2,428iApproximate average salary by contribution assumption: employee only about $60,707 at 4% or $40,471 at 6%; with 50% employer match about $40,471 at 4% or $26,981 at 6%; with 100% employer match about $30,353 at 4% or $20,236 at 6%.
Union Academy 401(K) Plan-390$6,444,896$947,023$2,428iApproximate average salary by contribution assumption: employee only about $60,707 at 4% or $40,471 at 6%; with 50% employer match about $40,471 at 4% or $26,981 at 6%; with 100% employer match about $30,353 at 4% or $20,236 at 6%.
Union Academy Health and Welfare Benefits Plan-227---
20213344$5,412,449$909,848$2,645iApproximate average salary by contribution assumption: employee only about $66,123 at 4% or $44,082 at 6%; with 50% employer match about $44,082 at 4% or $29,388 at 6%; with 100% employer match about $33,061 at 4% or $22,041 at 6%.
Union Academy 401(K) Plan-344$5,412,449$909,848$2,645iApproximate average salary by contribution assumption: employee only about $66,123 at 4% or $44,082 at 6%; with 50% employer match about $44,082 at 4% or $29,388 at 6%; with 100% employer match about $33,061 at 4% or $22,041 at 6%.
UNION ACADEMY CHARTER SCHOOL HRA PLAN-0---
Union Academy Health and Welfare Benefits Plan-170---
20202351$5,228,215$684,615$1,950iApproximate average salary by contribution assumption: employee only about $48,762 at 4% or $32,508 at 6%; with 50% employer match about $32,508 at 4% or $21,672 at 6%; with 100% employer match about $24,381 at 4% or $16,254 at 6%.
Union Academy 401(K) Plan-351$5,228,215$684,615$1,950iApproximate average salary by contribution assumption: employee only about $48,762 at 4% or $32,508 at 6%; with 50% employer match about $32,508 at 4% or $21,672 at 6%; with 100% employer match about $24,381 at 4% or $16,254 at 6%.
Union Academy Health and Welfare Benefits Plan-198---
20192261$3,955,659$577,818$2,214iApproximate average salary by contribution assumption: employee only about $55,347 at 4% or $36,898 at 6%; with 50% employer match about $36,898 at 4% or $24,598 at 6%; with 100% employer match about $27,673 at 4% or $18,449 at 6%.
Union Academy 401(K) Plan-261$3,955,659$577,818$2,214iApproximate average salary by contribution assumption: employee only about $55,347 at 4% or $36,898 at 6%; with 50% employer match about $36,898 at 4% or $24,598 at 6%; with 100% employer match about $27,673 at 4% or $18,449 at 6%.
Union Academy Health and Welfare Benefits Plan-204---
20181267$3,201,649$565,687$2,119iApproximate average salary by contribution assumption: employee only about $52,967 at 4% or $35,311 at 6%; with 50% employer match about $35,311 at 4% or $23,541 at 6%; with 100% employer match about $26,483 at 4% or $17,656 at 6%.
Union Academy 401(K) Plan-267$3,201,649$565,687$2,119iApproximate average salary by contribution assumption: employee only about $52,967 at 4% or $35,311 at 6%; with 50% employer match about $35,311 at 4% or $23,541 at 6%; with 100% employer match about $26,483 at 4% or $17,656 at 6%.
20172257$2,702,617$550,385$2,142iApproximate average salary by contribution assumption: employee only about $53,539 at 4% or $35,693 at 6%; with 50% employer match about $35,693 at 4% or $23,795 at 6%; with 100% employer match about $26,770 at 4% or $17,846 at 6%.
Union Academy 401(K) Plan-257$2,702,617$550,385$2,142iApproximate average salary by contribution assumption: employee only about $53,539 at 4% or $35,693 at 6%; with 50% employer match about $35,693 at 4% or $23,795 at 6%; with 100% employer match about $26,770 at 4% or $17,846 at 6%.
Union Academy Health and Welfare Benefits Plan-151---
20162251$2,010,414$1,814,804$7,230iApproximate average salary by contribution assumption: employee only about $180,757 at 4% or $120,505 at 6%; with 50% employer match about $120,505 at 4% or $80,337 at 6%; with 100% employer match about $90,379 at 4% or $60,252 at 6%.
Union Academy 401(K) Plan-251$2,010,414$1,814,804$7,230iApproximate average salary by contribution assumption: employee only about $180,757 at 4% or $120,505 at 6%; with 50% employer match about $120,505 at 4% or $80,337 at 6%; with 100% employer match about $90,379 at 4% or $60,252 at 6%.
Union Academy Health and Welfare Benefits Plan-242---
20151219$0$0-
Union Academy Health and Welfare Benefits Plan-219---
20141225$0$0-
Union Academy Health and Welfare Benefits Plan-225---
20131206$0$0-
Union Academy Health and Welfare Benefits Plan-206---
20121216$0$0-
Union Academy Health and Welfare Benefits Plan-216---