U S Holdings Inc.
Plan context: U.S. Holdings Inc. Et Al 401(K) Plan
EIN 59-0490595 • 106 filings • 17 plans
Current Snapshot
Latest Year
2024
2024 Participants
203
2024 Assets
$19,790,392
2024 Contributions
$1,771,133
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 203 | $19,790,392 | $1,771,133 | $8,725iApproximate average salary by contribution assumption: employee only about $218,120 at 4% or $145,413 at 6%; with 50% employer match about $145,413 at 4% or $96,942 at 6%; with 100% employer match about $109,060 at 4% or $72,707 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 203 | $19,790,392 | $1,771,133 | $8,725iApproximate average salary by contribution assumption: employee only about $218,120 at 4% or $145,413 at 6%; with 50% employer match about $145,413 at 4% or $96,942 at 6%; with 100% employer match about $109,060 at 4% or $72,707 at 6%. |
| Av-Med Health Plan | - | 190 | - | - | - |
| Voluntary Products Plan | - | 190 | - | - | - |
| 2023 | 3 | 209 | $17,484,226 | $1,686,440 | $8,069iApproximate average salary by contribution assumption: employee only about $201,727 at 4% or $134,485 at 6%; with 50% employer match about $134,485 at 4% or $89,657 at 6%; with 100% employer match about $100,864 at 4% or $67,242 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 209 | $17,484,226 | $1,686,440 | $8,069iApproximate average salary by contribution assumption: employee only about $201,727 at 4% or $134,485 at 6%; with 50% employer match about $134,485 at 4% or $89,657 at 6%; with 100% employer match about $100,864 at 4% or $67,242 at 6%. |
| Av-Med Health Plan | - | 154 | - | - | - |
| Voluntary Products Plan | - | 41 | - | - | - |
| 2022 | 3 | 352 | $17,992,951 | $1,510,220 | $4,290iApproximate average salary by contribution assumption: employee only about $107,260 at 4% or $71,507 at 6%; with 50% employer match about $71,507 at 4% or $47,671 at 6%; with 100% employer match about $53,630 at 4% or $35,753 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 190 | $17,992,951 | $1,510,220 | $7,949iApproximate average salary by contribution assumption: employee only about $198,713 at 4% or $132,475 at 6%; with 50% employer match about $132,475 at 4% or $88,317 at 6%; with 100% employer match about $99,357 at 4% or $66,238 at 6%. |
| Voluntary Products Plan | - | 104 | - | - | - |
| Av-Med Health Plan | - | 352 | - | - | - |
| 2021 | 3 | 359 | $18,713,871 | $2,902,539 | $8,085iApproximate average salary by contribution assumption: employee only about $202,127 at 4% or $134,751 at 6%; with 50% employer match about $134,751 at 4% or $89,834 at 6%; with 100% employer match about $101,063 at 4% or $67,376 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 185 | $18,713,871 | $2,902,539 | $15,689iApproximate average salary by contribution assumption: employee only about $392,235 at 4% or $261,490 at 6%; with 50% employer match about $261,490 at 4% or $174,327 at 6%; with 100% employer match about $196,118 at 4% or $130,745 at 6%. |
| Voluntary Products Plan | - | 102 | - | - | - |
| Av-Med Health Plan | - | 359 | - | - | - |
| 2020 | 3 | 360 | $32,723,193 | $3,622,615 | $10,063iApproximate average salary by contribution assumption: employee only about $251,570 at 4% or $167,714 at 6%; with 50% employer match about $167,714 at 4% or $111,809 at 6%; with 100% employer match about $125,785 at 4% or $83,857 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 360 | $32,723,193 | $3,622,615 | $10,063iApproximate average salary by contribution assumption: employee only about $251,570 at 4% or $167,714 at 6%; with 50% employer match about $167,714 at 4% or $111,809 at 6%; with 100% employer match about $125,785 at 4% or $83,857 at 6%. |
| Av-Med Health Plan | - | 354 | - | - | - |
| Voluntary Products Plan | - | 112 | - | - | - |
| 2019 | 3 | 388 | $26,011,818 | $2,735,779 | $7,051iApproximate average salary by contribution assumption: employee only about $176,274 at 4% or $117,516 at 6%; with 50% employer match about $117,516 at 4% or $78,344 at 6%; with 100% employer match about $88,137 at 4% or $58,758 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 388 | $26,011,818 | $2,735,779 | $7,051iApproximate average salary by contribution assumption: employee only about $176,274 at 4% or $117,516 at 6%; with 50% employer match about $117,516 at 4% or $78,344 at 6%; with 100% employer match about $88,137 at 4% or $58,758 at 6%. |
| Voluntary Products Plan | - | 126 | - | - | - |
| Av-Med Health Plan | - | 359 | - | - | - |
| 2018 | 3 | 380 | $23,838,042 | $2,545,390 | $6,698iApproximate average salary by contribution assumption: employee only about $167,460 at 4% or $111,640 at 6%; with 50% employer match about $111,640 at 4% or $74,427 at 6%; with 100% employer match about $83,730 at 4% or $55,820 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 380 | $23,838,042 | $2,545,390 | $6,698iApproximate average salary by contribution assumption: employee only about $167,460 at 4% or $111,640 at 6%; with 50% employer match about $111,640 at 4% or $74,427 at 6%; with 100% employer match about $83,730 at 4% or $55,820 at 6%. |
| Av-Med Health Plan | - | 300 | - | - | - |
| Voluntary Products Plan | - | 121 | - | - | - |
| 2017 | 3 | 717 | $21,794,747 | $2,770,160 | $3,864iApproximate average salary by contribution assumption: employee only about $96,589 at 4% or $64,392 at 6%; with 50% employer match about $64,392 at 4% or $42,928 at 6%; with 100% employer match about $48,294 at 4% or $32,196 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 395 | $21,794,747 | $2,770,160 | $7,013iApproximate average salary by contribution assumption: employee only about $175,327 at 4% or $116,884 at 6%; with 50% employer match about $116,884 at 4% or $77,923 at 6%; with 100% employer match about $87,663 at 4% or $58,442 at 6%. |
| Av-Med Health Plan | - | 717 | - | - | - |
| Voluntary Products Plan | - | 123 | - | - | - |
| 2016 | 6 | 420 | $16,880,896 | $1,909,122 | $4,546iApproximate average salary by contribution assumption: employee only about $113,638 at 4% or $75,759 at 6%; with 50% employer match about $75,759 at 4% or $50,506 at 6%; with 100% employer match about $56,819 at 4% or $37,879 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 377 | $16,880,896 | $1,909,122 | $5,064iApproximate average salary by contribution assumption: employee only about $126,600 at 4% or $84,400 at 6%; with 50% employer match about $84,400 at 4% or $56,266 at 6%; with 100% employer match about $63,300 at 4% or $42,200 at 6%. |
| Group Life/Accidental & Dismemberment | - | 420 | - | - | - |
| Group Dental Plan | - | 283 | - | - | - |
| Av-Med Health Plan | - | 397 | - | - | - |
| Group Long Term Disability Plan | - | 104 | - | - | - |
| Voluntary Products Plan | - | 257 | - | - | - |
| 2015 | 5 | 523 | $15,171,480 | $1,904,193 | $3,641iApproximate average salary by contribution assumption: employee only about $91,023 at 4% or $60,682 at 6%; with 50% employer match about $60,682 at 4% or $40,454 at 6%; with 100% employer match about $45,511 at 4% or $30,341 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 367 | $15,171,480 | $1,904,193 | $5,189iApproximate average salary by contribution assumption: employee only about $129,713 at 4% or $86,476 at 6%; with 50% employer match about $86,476 at 4% or $57,650 at 6%; with 100% employer match about $64,857 at 4% or $43,238 at 6%. |
| Voluntary Products Plan | - | 112 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 405 | - | - | - |
| Av-Med Health Plan | - | 523 | - | - | - |
| Group Dental Plan | - | 266 | - | - | - |
| 2014 | 5 | 499 | $17,213,255 | $1,307,682 | $2,621iApproximate average salary by contribution assumption: employee only about $65,515 at 4% or $43,677 at 6%; with 50% employer match about $43,677 at 4% or $29,118 at 6%; with 100% employer match about $32,758 at 4% or $21,838 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 346 | $17,213,255 | $1,307,682 | $3,779iApproximate average salary by contribution assumption: employee only about $94,486 at 4% or $62,990 at 6%; with 50% employer match about $62,990 at 4% or $41,994 at 6%; with 100% employer match about $47,243 at 4% or $31,495 at 6%. |
| Av-Med Health Plan | - | 499 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 386 | - | - | - |
| Group Dental Plan | - | 270 | - | - | - |
| Voluntary Products Plan | - | 250 | - | - | - |
| 2013 | 5 | 681 | $17,106,951 | $1,363,666 | $2,002iApproximate average salary by contribution assumption: employee only about $50,061 at 4% or $33,374 at 6%; with 50% employer match about $33,374 at 4% or $22,249 at 6%; with 100% employer match about $25,031 at 4% or $16,687 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 415 | $17,106,951 | $1,363,666 | $3,286iApproximate average salary by contribution assumption: employee only about $82,149 at 4% or $54,766 at 6%; with 50% employer match about $54,766 at 4% or $36,510 at 6%; with 100% employer match about $41,074 at 4% or $27,383 at 6%. |
| Voluntary Products Plan | - | 233 | - | - | - |
| Group Dental Plan | - | 287 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 384 | - | - | - |
| Av-Med Health Plan | - | 681 | - | - | - |
| 2012 | 5 | 469 | $15,100,212 | $1,139,323 | $2,429iApproximate average salary by contribution assumption: employee only about $60,732 at 4% or $40,488 at 6%; with 50% employer match about $40,488 at 4% or $26,992 at 6%; with 100% employer match about $30,366 at 4% or $20,244 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 469 | $15,100,212 | $1,139,323 | $2,429iApproximate average salary by contribution assumption: employee only about $60,732 at 4% or $40,488 at 6%; with 50% employer match about $40,488 at 4% or $26,992 at 6%; with 100% employer match about $30,366 at 4% or $20,244 at 6%. |
| Av-Med Health Plan | - | 447 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 467 | - | - | - |
| Voluntary Products Plan | - | 151 | - | - | - |
| Group Dental Plan | - | 303 | - | - | - |
| 2011 | 5 | 563 | $13,831,156 | $372,790 | $662iApproximate average salary by contribution assumption: employee only about $16,554 at 4% or $11,036 at 6%; with 50% employer match about $11,036 at 4% or $7,357 at 6%; with 100% employer match about $8,277 at 4% or $5,518 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 329 | $13,831,156 | $372,790 | $1,133iApproximate average salary by contribution assumption: employee only about $28,328 at 4% or $18,885 at 6%; with 50% employer match about $18,885 at 4% or $12,590 at 6%; with 100% employer match about $14,164 at 4% or $9,443 at 6%. |
| Av-Med Health Plan | - | 563 | - | - | - |
| Voluntary Products Plan | - | 235 | - | - | - |
| Group Dental Plan | - | 103 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 474 | - | - | - |
| 2010 | 6 | 616 | $14,345,906 | $973,720 | $1,581iApproximate average salary by contribution assumption: employee only about $39,518 at 4% or $26,345 at 6%; with 50% employer match about $26,345 at 4% or $17,563 at 6%; with 100% employer match about $19,759 at 4% or $13,173 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 329 | $14,345,906 | $973,720 | $2,960iApproximate average salary by contribution assumption: employee only about $73,991 at 4% or $49,327 at 6%; with 50% employer match about $49,327 at 4% or $32,885 at 6%; with 100% employer match about $36,995 at 4% or $24,664 at 6%. |
| Group Dental Plan | - | 246 | - | - | - |
| Av-Med Health Plan | - | 616 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 423 | - | - | - |
| Voluntary Products Plan | - | 328 | - | - | - |
| Group Long Term Disability Plan | - | 82 | - | - | - |
| 2009 | 6 | 360 | $13,158,909 | $914,702 | $2,541iApproximate average salary by contribution assumption: employee only about $63,521 at 4% or $42,347 at 6%; with 50% employer match about $42,347 at 4% or $28,232 at 6%; with 100% employer match about $31,760 at 4% or $21,174 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 336 | $13,158,909 | $914,702 | $2,722iApproximate average salary by contribution assumption: employee only about $68,058 at 4% or $45,372 at 6%; with 50% employer match about $45,372 at 4% or $30,248 at 6%; with 100% employer match about $34,029 at 4% or $22,686 at 6%. |
| Av-Med Health Plan | - | 346 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 360 | - | - | - |
| Group Dental Plan | - | 210 | - | - | - |
| Voluntary Products Plan | - | 155 | - | - | - |
| Group Long Term Disability Plan | - | 84 | - | - | - |
| 2008 | 6 | 365 | $13,072,740 | $1,024,170 | $2,806iApproximate average salary by contribution assumption: employee only about $70,149 at 4% or $46,766 at 6%; with 50% employer match about $46,766 at 4% or $31,177 at 6%; with 100% employer match about $35,074 at 4% or $23,383 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 350 | $13,072,740 | $1,024,170 | $2,926iApproximate average salary by contribution assumption: employee only about $73,155 at 4% or $48,770 at 6%; with 50% employer match about $48,770 at 4% or $32,513 at 6%; with 100% employer match about $36,578 at 4% or $24,385 at 6%. |
| Group Long Term Disability Plan | - | 113 | - | - | - |
| Group Dental Plan | - | 229 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 365 | - | - | - |
| Av-Med Health Plan | - | 357 | - | - | - |
| Voluntary Products Plan | - | 184 | - | - | - |
| 2007 | 6 | 907 | $16,126,217 | $1,550,318 | $1,709iApproximate average salary by contribution assumption: employee only about $42,732 at 4% or $28,488 at 6%; with 50% employer match about $28,488 at 4% or $18,992 at 6%; with 100% employer match about $21,366 at 4% or $14,244 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 443 | $16,126,217 | $1,550,318 | $3,500iApproximate average salary by contribution assumption: employee only about $87,490 at 4% or $58,326 at 6%; with 50% employer match about $58,326 at 4% or $38,884 at 6%; with 100% employer match about $43,745 at 4% or $29,163 at 6%. |
| Group Life/Accidental & Dismemberment | - | 495 | - | - | - |
| Group Dental Plan | - | 323 | - | - | - |
| Voluntary Products Plan | - | 234 | - | - | - |
| Group Long Term Disability Plan | - | 94 | - | - | - |
| Av-Med Health Plan | - | 907 | - | - | - |
| 2006 | 6 | 623 | $18,047,883 | $2,165,586 | $3,476iApproximate average salary by contribution assumption: employee only about $86,902 at 4% or $57,934 at 6%; with 50% employer match about $57,934 at 4% or $38,623 at 6%; with 100% employer match about $43,451 at 4% or $28,967 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 500 | $18,047,883 | $2,165,586 | $4,331iApproximate average salary by contribution assumption: employee only about $108,279 at 4% or $72,186 at 6%; with 50% employer match about $72,186 at 4% or $48,124 at 6%; with 100% employer match about $54,140 at 4% or $36,093 at 6%. |
| Av-Med Health Plan | - | 561 | - | - | - |
| Group Long Term Disability Plan | - | 137 | - | - | - |
| Group Dental Plan | - | 299 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 623 | - | - | - |
| Voluntary Products Plan | - | 353 | - | - | - |
| 2005 | 4 | 670 | $15,423,610 | $1,947,760 | $2,907iApproximate average salary by contribution assumption: employee only about $72,678 at 4% or $48,452 at 6%; with 50% employer match about $48,452 at 4% or $32,301 at 6%; with 100% employer match about $36,339 at 4% or $24,226 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 516 | $15,423,610 | $1,947,760 | $3,775iApproximate average salary by contribution assumption: employee only about $94,368 at 4% or $62,912 at 6%; with 50% employer match about $62,912 at 4% or $41,941 at 6%; with 100% employer match about $47,184 at 4% or $31,456 at 6%. |
| Av-Med Health Plan | - | 582 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 670 | - | - | - |
| Group Dental Plan | - | 252 | - | - | - |
| 2004 | 4 | 635 | $13,621,747 | $1,627,036 | $2,562iApproximate average salary by contribution assumption: employee only about $64,057 at 4% or $42,704 at 6%; with 50% employer match about $42,704 at 4% or $28,470 at 6%; with 100% employer match about $32,028 at 4% or $21,352 at 6%. |
| U.S. Holdings Inc. Et Al 401(K) Plan | - | 514 | $13,621,747 | $1,627,036 | $3,165iApproximate average salary by contribution assumption: employee only about $79,136 at 4% or $52,757 at 6%; with 50% employer match about $52,757 at 4% or $35,172 at 6%; with 100% employer match about $39,568 at 4% or $26,379 at 6%. |
| Av-Med Health Plan | - | 588 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 635 | - | - | - |
| Group Dental Plan | - | 262 | - | - | - |
| 2003 | 3 | 641 | $0 | $0 | - |
| Group Dental Plan | - | 191 | - | - | - |
| Av-Med Health Plan | - | 613 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 641 | - | - | - |
| 2002 | 3 | 955 | $0 | $0 | - |
| Group Dental Plan | - | 197 | - | - | - |
| Av-Med Health Plan | - | 955 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 637 | - | - | - |
| 2001 | 3 | 1,078 | $0 | $0 | - |
| Group Life/Accidental & Dismemberment | - | 742 | - | - | - |
| Group Dental Plan | - | 238 | - | - | - |
| Av-Med Health Plan | - | 1,078 | - | - | - |
| 2000 | 2 | 1,071 | $0 | $0 | - |
| Av-Med Health Plan | - | 1,071 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 632 | - | - | - |
| 1999 | 2 | 1,077 | $0 | $0 | - |
| Av-Med Health Plan | - | 1,077 | - | - | - |
| Group Life/Accidental & Dismemberment | - | 573 | - | - | - |