Civic Intelligence

Ullman & Ullman, P.A.

Plan context: Ullman & Ullman, P.A. 401K Employees Retirement Plan

EIN 59-1930485 • Boca Raton, FL • 18 filings • 3 plans

2500 N Military Trl Ste 100Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,146,021

2024 Contributions

$109,937

Historical Graphs

Total Assets Over Time

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

$2,146,021$1,073,011$0199920172024YearValue
$2,146,021Latest year 2024

Participants Over Time

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

1370199920172024YearValue
6Latest 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
202416$2,146,021$109,937$18,323iApproximate average salary by contribution assumption: employee only about $458,071 at 4% or $305,381 at 6%; with 50% employer match about $305,381 at 4% or $203,587 at 6%; with 100% employer match about $229,035 at 4% or $152,690 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-6$2,146,021$109,937$18,323iApproximate average salary by contribution assumption: employee only about $458,071 at 4% or $305,381 at 6%; with 50% employer match about $305,381 at 4% or $203,587 at 6%; with 100% employer match about $229,035 at 4% or $152,690 at 6%.
202316$1,494,986$109,883$18,314iApproximate average salary by contribution assumption: employee only about $457,846 at 4% or $305,231 at 6%; with 50% employer match about $305,231 at 4% or $203,487 at 6%; with 100% employer match about $228,923 at 4% or $152,615 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-6$1,494,986$109,883$18,314iApproximate average salary by contribution assumption: employee only about $457,846 at 4% or $305,231 at 6%; with 50% employer match about $305,231 at 4% or $203,487 at 6%; with 100% employer match about $228,923 at 4% or $152,615 at 6%.
202216$1,007,956$104,014$17,336iApproximate average salary by contribution assumption: employee only about $433,392 at 4% or $288,928 at 6%; with 50% employer match about $288,928 at 4% or $192,619 at 6%; with 100% employer match about $216,696 at 4% or $144,464 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-6$1,007,956$104,014$17,336iApproximate average salary by contribution assumption: employee only about $433,392 at 4% or $288,928 at 6%; with 50% employer match about $288,928 at 4% or $192,619 at 6%; with 100% employer match about $216,696 at 4% or $144,464 at 6%.
202117$1,253,066$101,314$14,473iApproximate average salary by contribution assumption: employee only about $361,836 at 4% or $241,224 at 6%; with 50% employer match about $241,224 at 4% or $160,816 at 6%; with 100% employer match about $180,918 at 4% or $120,612 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-7$1,253,066$101,314$14,473iApproximate average salary by contribution assumption: employee only about $361,836 at 4% or $241,224 at 6%; with 50% employer match about $241,224 at 4% or $160,816 at 6%; with 100% employer match about $180,918 at 4% or $120,612 at 6%.
202018$1,008,178$102,753$12,844iApproximate average salary by contribution assumption: employee only about $321,103 at 4% or $214,069 at 6%; with 50% employer match about $214,069 at 4% or $142,713 at 6%; with 100% employer match about $160,552 at 4% or $107,034 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-8$1,008,178$102,753$12,844iApproximate average salary by contribution assumption: employee only about $321,103 at 4% or $214,069 at 6%; with 50% employer match about $214,069 at 4% or $142,713 at 6%; with 100% employer match about $160,552 at 4% or $107,034 at 6%.
2019110$641,214$110,713$11,071iApproximate average salary by contribution assumption: employee only about $276,783 at 4% or $184,522 at 6%; with 50% employer match about $184,522 at 4% or $123,014 at 6%; with 100% employer match about $138,391 at 4% or $92,261 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-10$641,214$110,713$11,071iApproximate average salary by contribution assumption: employee only about $276,783 at 4% or $184,522 at 6%; with 50% employer match about $184,522 at 4% or $123,014 at 6%; with 100% employer match about $138,391 at 4% or $92,261 at 6%.
2018111$443,518$108,258$9,842iApproximate average salary by contribution assumption: employee only about $246,041 at 4% or $164,027 at 6%; with 50% employer match about $164,027 at 4% or $109,352 at 6%; with 100% employer match about $123,020 at 4% or $82,014 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-11$443,518$108,258$9,842iApproximate average salary by contribution assumption: employee only about $246,041 at 4% or $164,027 at 6%; with 50% employer match about $164,027 at 4% or $109,352 at 6%; with 100% employer match about $123,020 at 4% or $82,014 at 6%.
2017112$347,952$123,291$10,274iApproximate average salary by contribution assumption: employee only about $256,856 at 4% or $171,238 at 6%; with 50% employer match about $171,238 at 4% or $114,158 at 6%; with 100% employer match about $128,428 at 4% or $85,619 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-12$347,952$123,291$10,274iApproximate average salary by contribution assumption: employee only about $256,856 at 4% or $171,238 at 6%; with 50% employer match about $171,238 at 4% or $114,158 at 6%; with 100% employer match about $128,428 at 4% or $85,619 at 6%.
2016113$201,259$108,841$8,372iApproximate average salary by contribution assumption: employee only about $209,310 at 4% or $139,540 at 6%; with 50% employer match about $139,540 at 4% or $93,026 at 6%; with 100% employer match about $104,655 at 4% or $69,770 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-13$201,259$108,841$8,372iApproximate average salary by contribution assumption: employee only about $209,310 at 4% or $139,540 at 6%; with 50% employer match about $139,540 at 4% or $93,026 at 6%; with 100% employer match about $104,655 at 4% or $69,770 at 6%.
201519$374,558$99,737$11,082iApproximate average salary by contribution assumption: employee only about $277,047 at 4% or $184,698 at 6%; with 50% employer match about $184,698 at 4% or $123,132 at 6%; with 100% employer match about $138,524 at 4% or $92,349 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-9$374,558$99,737$11,082iApproximate average salary by contribution assumption: employee only about $277,047 at 4% or $184,698 at 6%; with 50% employer match about $184,698 at 4% or $123,132 at 6%; with 100% employer match about $138,524 at 4% or $92,349 at 6%.
201418$307,634$88,511$11,064iApproximate average salary by contribution assumption: employee only about $276,597 at 4% or $184,398 at 6%; with 50% employer match about $184,398 at 4% or $122,932 at 6%; with 100% employer match about $138,298 at 4% or $92,199 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-8$307,634$88,511$11,064iApproximate average salary by contribution assumption: employee only about $276,597 at 4% or $184,398 at 6%; with 50% employer match about $184,398 at 4% or $122,932 at 6%; with 100% employer match about $138,298 at 4% or $92,199 at 6%.
2013110$258,549$75,642$7,564iApproximate average salary by contribution assumption: employee only about $189,105 at 4% or $126,070 at 6%; with 50% employer match about $126,070 at 4% or $84,047 at 6%; with 100% employer match about $94,553 at 4% or $63,035 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-10$258,549$75,642$7,564iApproximate average salary by contribution assumption: employee only about $189,105 at 4% or $126,070 at 6%; with 50% employer match about $126,070 at 4% or $84,047 at 6%; with 100% employer match about $94,553 at 4% or $63,035 at 6%.
201219$166,047$54,875$6,097iApproximate average salary by contribution assumption: employee only about $152,431 at 4% or $101,620 at 6%; with 50% employer match about $101,620 at 4% or $67,747 at 6%; with 100% employer match about $76,215 at 4% or $50,810 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-9$166,047$54,875$6,097iApproximate average salary by contribution assumption: employee only about $152,431 at 4% or $101,620 at 6%; with 50% employer match about $101,620 at 4% or $67,747 at 6%; with 100% employer match about $76,215 at 4% or $50,810 at 6%.
201118$107,390$110,195$13,774iApproximate average salary by contribution assumption: employee only about $344,359 at 4% or $229,573 at 6%; with 50% employer match about $229,573 at 4% or $153,049 at 6%; with 100% employer match about $172,180 at 4% or $114,786 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-8$107,390$110,195$13,774iApproximate average salary by contribution assumption: employee only about $344,359 at 4% or $229,573 at 6%; with 50% employer match about $229,573 at 4% or $153,049 at 6%; with 100% employer match about $172,180 at 4% or $114,786 at 6%.
200210$0$0-
Ullman & Ullman, P.A. 401K Employees Retirement Plan-0---
200110$0$0-
Ullman & Ullman, P.A. 401K Employees Retirement Plan-0---
200014$235,306$65,549$16,387iApproximate average salary by contribution assumption: employee only about $409,681 at 4% or $273,121 at 6%; with 50% employer match about $273,121 at 4% or $182,081 at 6%; with 100% employer match about $204,841 at 4% or $136,560 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-4$235,306$65,549$16,387iApproximate average salary by contribution assumption: employee only about $409,681 at 4% or $273,121 at 6%; with 50% employer match about $273,121 at 4% or $182,081 at 6%; with 100% employer match about $204,841 at 4% or $136,560 at 6%.
199914$232,495$75,947$18,987iApproximate average salary by contribution assumption: employee only about $474,669 at 4% or $316,446 at 6%; with 50% employer match about $316,446 at 4% or $210,964 at 6%; with 100% employer match about $237,334 at 4% or $158,223 at 6%.
Ullman & Ullman, P.A. 401K Employees Retirement Plan-4$232,495$75,947$18,987iApproximate average salary by contribution assumption: employee only about $474,669 at 4% or $316,446 at 6%; with 50% employer match about $316,446 at 4% or $210,964 at 6%; with 100% employer match about $237,334 at 4% or $158,223 at 6%.