Civic Intelligence

Universal Business Solutions LLC

Plan context: Ubs 401K Plan

EIN 58-2163969 • Alpharetta, GA • 25 filings • 1 plans

4080 Mcginnis Ferry Rd, Suite 803Alpharetta, GA 30005-1771
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$375,364

2024 Contributions

$11,968

Historical Graphs

Total Assets Over Time

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

$602,245$301,123$0200220132024YearValue
$375,364Latest year 2024

Participants Over Time

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

88440200020122024YearValue
7Latest 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
202417$375,364$11,968$1,710iApproximate average salary by contribution assumption: employee only about $42,743 at 4% or $28,495 at 6%; with 50% employer match about $28,495 at 4% or $18,997 at 6%; with 100% employer match about $21,371 at 4% or $14,248 at 6%.
Ubs 401K Plan-7$375,364$11,968$1,710iApproximate average salary by contribution assumption: employee only about $42,743 at 4% or $28,495 at 6%; with 50% employer match about $28,495 at 4% or $18,997 at 6%; with 100% employer match about $21,371 at 4% or $14,248 at 6%.
202317$317,951$2,176$311iApproximate average salary by contribution assumption: employee only about $7,771 at 4% or $5,181 at 6%; with 50% employer match about $5,181 at 4% or $3,454 at 6%; with 100% employer match about $3,886 at 4% or $2,590 at 6%.
Ubs 401K Plan-7$317,951$2,176$311iApproximate average salary by contribution assumption: employee only about $7,771 at 4% or $5,181 at 6%; with 50% employer match about $5,181 at 4% or $3,454 at 6%; with 100% employer match about $3,886 at 4% or $2,590 at 6%.
202218$426,862$0-
Ubs 401K Plan-8$426,862--
202118$483,932$0-
Ubs 401K Plan-8$483,932--
2020110$512,240$0-
Ubs 401K Plan-10$512,240--
2019110$466,442$0-
Ubs 401K Plan-10$466,442--
2018110$414,770$0-
Ubs 401K Plan-10$414,770--
2017110$423,421$0-
Ubs 401K Plan-10$423,421--
2016110$387,511$0-
Ubs 401K Plan-10$387,511--
2015112$426,087$0-
Ubs 401K Plan-12$426,087--
2014113$422,772$0-
Ubs 401K Plan-13$422,772--
2013113$407,854$0-
Ubs 401K Plan-13$407,854--
2012114$416,460$46,922$3,352iApproximate average salary by contribution assumption: employee only about $83,789 at 4% or $55,860 at 6%; with 50% employer match about $55,860 at 4% or $37,240 at 6%; with 100% employer match about $41,895 at 4% or $27,930 at 6%.
Ubs 401K Plan-14$416,460$46,922$3,352iApproximate average salary by contribution assumption: employee only about $83,789 at 4% or $55,860 at 6%; with 50% employer match about $55,860 at 4% or $37,240 at 6%; with 100% employer match about $41,895 at 4% or $27,930 at 6%.
2011114$363,960$16,526$1,180iApproximate average salary by contribution assumption: employee only about $29,511 at 4% or $19,674 at 6%; with 50% employer match about $19,674 at 4% or $13,116 at 6%; with 100% employer match about $14,755 at 4% or $9,837 at 6%.
Ubs 401K Plan-14$363,960$16,526$1,180iApproximate average salary by contribution assumption: employee only about $29,511 at 4% or $19,674 at 6%; with 50% employer match about $19,674 at 4% or $13,116 at 6%; with 100% employer match about $14,755 at 4% or $9,837 at 6%.
2010115$367,079$20,798$1,387iApproximate average salary by contribution assumption: employee only about $34,663 at 4% or $23,109 at 6%; with 50% employer match about $23,109 at 4% or $15,406 at 6%; with 100% employer match about $17,332 at 4% or $11,554 at 6%.
Ubs 401K Plan-15$367,079$20,798$1,387iApproximate average salary by contribution assumption: employee only about $34,663 at 4% or $23,109 at 6%; with 50% employer match about $23,109 at 4% or $15,406 at 6%; with 100% employer match about $17,332 at 4% or $11,554 at 6%.
2009117$386,086$30,293$1,782iApproximate average salary by contribution assumption: employee only about $44,549 at 4% or $29,699 at 6%; with 50% employer match about $29,699 at 4% or $19,799 at 6%; with 100% employer match about $22,274 at 4% or $14,850 at 6%.
Ubs 401K Plan-17$386,086$30,293$1,782iApproximate average salary by contribution assumption: employee only about $44,549 at 4% or $29,699 at 6%; with 50% employer match about $29,699 at 4% or $19,799 at 6%; with 100% employer match about $22,274 at 4% or $14,850 at 6%.
2008116$364,923$26,424$1,652iApproximate average salary by contribution assumption: employee only about $41,288 at 4% or $27,525 at 6%; with 50% employer match about $27,525 at 4% or $18,350 at 6%; with 100% employer match about $20,644 at 4% or $13,763 at 6%.
Ubs 401K Plan-16$364,923$26,424$1,652iApproximate average salary by contribution assumption: employee only about $41,288 at 4% or $27,525 at 6%; with 50% employer match about $27,525 at 4% or $18,350 at 6%; with 100% employer match about $20,644 at 4% or $13,763 at 6%.
2007113$389,010$567$44iApproximate average salary by contribution assumption: employee only about $1,090 at 4% or $727 at 6%; with 50% employer match about $727 at 4% or $485 at 6%; with 100% employer match about $545 at 4% or $363 at 6%.
Ubs 401K Plan-13$389,010$567$44iApproximate average salary by contribution assumption: employee only about $1,090 at 4% or $727 at 6%; with 50% employer match about $727 at 4% or $485 at 6%; with 100% employer match about $545 at 4% or $363 at 6%.
200616$413,533$30,702$5,117iApproximate average salary by contribution assumption: employee only about $127,925 at 4% or $85,283 at 6%; with 50% employer match about $85,283 at 4% or $56,856 at 6%; with 100% employer match about $63,963 at 4% or $42,642 at 6%.
Ubs 401K Plan-6$413,533$30,702$5,117iApproximate average salary by contribution assumption: employee only about $127,925 at 4% or $85,283 at 6%; with 50% employer match about $85,283 at 4% or $56,856 at 6%; with 100% employer match about $63,963 at 4% or $42,642 at 6%.
2005119$399,759$11,259$593iApproximate average salary by contribution assumption: employee only about $14,814 at 4% or $9,876 at 6%; with 50% employer match about $9,876 at 4% or $6,584 at 6%; with 100% employer match about $7,407 at 4% or $4,938 at 6%.
Ubs 401K Plan-19$399,759$11,259$593iApproximate average salary by contribution assumption: employee only about $14,814 at 4% or $9,876 at 6%; with 50% employer match about $9,876 at 4% or $6,584 at 6%; with 100% employer match about $7,407 at 4% or $4,938 at 6%.
200411$602,245$13,124$13,124iApproximate average salary by contribution assumption: employee only about $328,100 at 4% or $218,733 at 6%; with 50% employer match about $218,733 at 4% or $145,822 at 6%; with 100% employer match about $164,050 at 4% or $109,367 at 6%.
Ubs 401K Plan-1$602,245$13,124$13,124iApproximate average salary by contribution assumption: employee only about $328,100 at 4% or $218,733 at 6%; with 50% employer match about $218,733 at 4% or $145,822 at 6%; with 100% employer match about $164,050 at 4% or $109,367 at 6%.
2003110$542,323$17,838$1,784iApproximate average salary by contribution assumption: employee only about $44,595 at 4% or $29,730 at 6%; with 50% employer match about $29,730 at 4% or $19,820 at 6%; with 100% employer match about $22,298 at 4% or $14,865 at 6%.
Ubs 401K Plan-10$542,323$17,838$1,784iApproximate average salary by contribution assumption: employee only about $44,595 at 4% or $29,730 at 6%; with 50% employer match about $29,730 at 4% or $19,820 at 6%; with 100% employer match about $22,298 at 4% or $14,865 at 6%.
2002118$443,721$36,070$2,004iApproximate average salary by contribution assumption: employee only about $50,097 at 4% or $33,398 at 6%; with 50% employer match about $33,398 at 4% or $22,265 at 6%; with 100% employer match about $25,049 at 4% or $16,699 at 6%.
Ubs 401K Plan-18$443,721$36,070$2,004iApproximate average salary by contribution assumption: employee only about $50,097 at 4% or $33,398 at 6%; with 50% employer match about $33,398 at 4% or $22,265 at 6%; with 100% employer match about $25,049 at 4% or $16,699 at 6%.
2001123$0$0-
Ubs 401K Plan-23---
2000188$0$0-
Ubs 401K Plan-88---