Univest Financial Group LLC.
Plan context: Univest Financial Group LLC. 401K Plan
EIN 58-2302300 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
56
2001 Assets
$1,046,156
2001 Contributions
$251,158
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| Univest Financial Group LLC. 401K Plan | - | 0 | - | - | - |
| 2000 | 1 | 56 | $1,046,156 | $251,158 | $4,485iApproximate average salary by contribution assumption: employee only about $112,124 at 4% or $74,749 at 6%; with 50% employer match about $74,749 at 4% or $49,833 at 6%; with 100% employer match about $56,062 at 4% or $37,375 at 6%. |
| Univest Financial Group LLC. 401K Plan | - | 56 | $1,046,156 | $251,158 | $4,485iApproximate average salary by contribution assumption: employee only about $112,124 at 4% or $74,749 at 6%; with 50% employer match about $74,749 at 4% or $49,833 at 6%; with 100% employer match about $56,062 at 4% or $37,375 at 6%. |
| 1999 | 1 | 38 | $946,395 | $150,665 | $3,965iApproximate average salary by contribution assumption: employee only about $99,122 at 4% or $66,081 at 6%; with 50% employer match about $66,081 at 4% or $44,054 at 6%; with 100% employer match about $49,561 at 4% or $33,041 at 6%. |
| Univest Financial Group LLC. 401K Plan | - | 38 | $946,395 | $150,665 | $3,965iApproximate average salary by contribution assumption: employee only about $99,122 at 4% or $66,081 at 6%; with 50% employer match about $66,081 at 4% or $44,054 at 6%; with 100% employer match about $49,561 at 4% or $33,041 at 6%. |