Ubaldini Enterprises Inc
Plan context: Ubaldini Enterprises Inc Profit Sharing Plan and Trust
EIN 59-3272375 • Palm Harbor, FL • 30 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
29
2024 Assets
$3,884,359
2024 Contributions
$234,544
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 | 1 | 29 | $3,884,359 | $234,544 | $8,088iApproximate average salary by contribution assumption: employee only about $202,193 at 4% or $134,795 at 6%; with 50% employer match about $134,795 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 29 | $3,884,359 | $234,544 | $8,088iApproximate average salary by contribution assumption: employee only about $202,193 at 4% or $134,795 at 6%; with 50% employer match about $134,795 at 4% or $89,864 at 6%; with 100% employer match about $101,097 at 4% or $67,398 at 6%. |
| 2023 | 1 | 32 | $3,852,710 | $257,085 | $8,034iApproximate average salary by contribution assumption: employee only about $200,848 at 4% or $133,898 at 6%; with 50% employer match about $133,898 at 4% or $89,266 at 6%; with 100% employer match about $100,424 at 4% or $66,949 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 32 | $3,852,710 | $257,085 | $8,034iApproximate average salary by contribution assumption: employee only about $200,848 at 4% or $133,898 at 6%; with 50% employer match about $133,898 at 4% or $89,266 at 6%; with 100% employer match about $100,424 at 4% or $66,949 at 6%. |
| 2022 | 1 | 34 | $3,262,396 | $256,591 | $7,547iApproximate average salary by contribution assumption: employee only about $188,670 at 4% or $125,780 at 6%; with 50% employer match about $125,780 at 4% or $83,853 at 6%; with 100% employer match about $94,335 at 4% or $62,890 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 34 | $3,262,396 | $256,591 | $7,547iApproximate average salary by contribution assumption: employee only about $188,670 at 4% or $125,780 at 6%; with 50% employer match about $125,780 at 4% or $83,853 at 6%; with 100% employer match about $94,335 at 4% or $62,890 at 6%. |
| 2021 | 1 | 32 | $3,720,442 | $332,424 | $10,388iApproximate average salary by contribution assumption: employee only about $259,706 at 4% or $173,138 at 6%; with 50% employer match about $173,138 at 4% or $115,425 at 6%; with 100% employer match about $129,853 at 4% or $86,569 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 32 | $3,720,442 | $332,424 | $10,388iApproximate average salary by contribution assumption: employee only about $259,706 at 4% or $173,138 at 6%; with 50% employer match about $173,138 at 4% or $115,425 at 6%; with 100% employer match about $129,853 at 4% or $86,569 at 6%. |
| 2020 | 1 | 27 | $3,273,812 | $266,339 | $9,864iApproximate average salary by contribution assumption: employee only about $246,610 at 4% or $164,407 at 6%; with 50% employer match about $164,407 at 4% or $109,605 at 6%; with 100% employer match about $123,305 at 4% or $82,203 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 27 | $3,273,812 | $266,339 | $9,864iApproximate average salary by contribution assumption: employee only about $246,610 at 4% or $164,407 at 6%; with 50% employer match about $164,407 at 4% or $109,605 at 6%; with 100% employer match about $123,305 at 4% or $82,203 at 6%. |
| 2019 | 1 | 28 | $2,704,394 | $305,872 | $10,924iApproximate average salary by contribution assumption: employee only about $273,100 at 4% or $182,067 at 6%; with 50% employer match about $182,067 at 4% or $121,378 at 6%; with 100% employer match about $136,550 at 4% or $91,033 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 28 | $2,704,394 | $305,872 | $10,924iApproximate average salary by contribution assumption: employee only about $273,100 at 4% or $182,067 at 6%; with 50% employer match about $182,067 at 4% or $121,378 at 6%; with 100% employer match about $136,550 at 4% or $91,033 at 6%. |
| 2018 | 1 | 30 | $2,129,528 | $267,320 | $8,911iApproximate average salary by contribution assumption: employee only about $222,767 at 4% or $148,511 at 6%; with 50% employer match about $148,511 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,256 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 30 | $2,129,528 | $267,320 | $8,911iApproximate average salary by contribution assumption: employee only about $222,767 at 4% or $148,511 at 6%; with 50% employer match about $148,511 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,256 at 6%. |
| 2017 | 1 | 30 | $2,003,367 | $254,155 | $8,472iApproximate average salary by contribution assumption: employee only about $211,796 at 4% or $141,197 at 6%; with 50% employer match about $141,197 at 4% or $94,131 at 6%; with 100% employer match about $105,898 at 4% or $70,599 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 30 | $2,003,367 | $254,155 | $8,472iApproximate average salary by contribution assumption: employee only about $211,796 at 4% or $141,197 at 6%; with 50% employer match about $141,197 at 4% or $94,131 at 6%; with 100% employer match about $105,898 at 4% or $70,599 at 6%. |
| 2016 | 1 | 26 | $1,611,803 | $197,575 | $7,599iApproximate average salary by contribution assumption: employee only about $189,976 at 4% or $126,651 at 6%; with 50% employer match about $126,651 at 4% or $84,434 at 6%; with 100% employer match about $94,988 at 4% or $63,325 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 26 | $1,611,803 | $197,575 | $7,599iApproximate average salary by contribution assumption: employee only about $189,976 at 4% or $126,651 at 6%; with 50% employer match about $126,651 at 4% or $84,434 at 6%; with 100% employer match about $94,988 at 4% or $63,325 at 6%. |
| 2015 | 1 | 26 | $1,335,871 | $160,083 | $6,157iApproximate average salary by contribution assumption: employee only about $153,926 at 4% or $102,617 at 6%; with 50% employer match about $102,617 at 4% or $68,412 at 6%; with 100% employer match about $76,963 at 4% or $51,309 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 26 | $1,335,871 | $160,083 | $6,157iApproximate average salary by contribution assumption: employee only about $153,926 at 4% or $102,617 at 6%; with 50% employer match about $102,617 at 4% or $68,412 at 6%; with 100% employer match about $76,963 at 4% or $51,309 at 6%. |
| 2014 | 1 | 25 | $1,233,936 | $126,480 | $5,059iApproximate average salary by contribution assumption: employee only about $126,480 at 4% or $84,320 at 6%; with 50% employer match about $84,320 at 4% or $56,213 at 6%; with 100% employer match about $63,240 at 4% or $42,160 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 25 | $1,233,936 | $126,480 | $5,059iApproximate average salary by contribution assumption: employee only about $126,480 at 4% or $84,320 at 6%; with 50% employer match about $84,320 at 4% or $56,213 at 6%; with 100% employer match about $63,240 at 4% or $42,160 at 6%. |
| 2013 | 1 | 24 | $1,058,550 | $145,491 | $6,062iApproximate average salary by contribution assumption: employee only about $151,553 at 4% or $101,035 at 6%; with 50% employer match about $101,035 at 4% or $67,357 at 6%; with 100% employer match about $75,777 at 4% or $50,518 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 24 | $1,058,550 | $145,491 | $6,062iApproximate average salary by contribution assumption: employee only about $151,553 at 4% or $101,035 at 6%; with 50% employer match about $101,035 at 4% or $67,357 at 6%; with 100% employer match about $75,777 at 4% or $50,518 at 6%. |
| 2012 | 1 | 20 | $851,879 | $122,365 | $6,118iApproximate average salary by contribution assumption: employee only about $152,956 at 4% or $101,971 at 6%; with 50% employer match about $101,971 at 4% or $67,981 at 6%; with 100% employer match about $76,478 at 4% or $50,985 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 20 | $851,879 | $122,365 | $6,118iApproximate average salary by contribution assumption: employee only about $152,956 at 4% or $101,971 at 6%; with 50% employer match about $101,971 at 4% or $67,981 at 6%; with 100% employer match about $76,478 at 4% or $50,985 at 6%. |
| 2011 | 1 | 22 | $688,237 | $123,809 | $5,628iApproximate average salary by contribution assumption: employee only about $140,692 at 4% or $93,795 at 6%; with 50% employer match about $93,795 at 4% or $62,530 at 6%; with 100% employer match about $70,346 at 4% or $46,897 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 22 | $688,237 | $123,809 | $5,628iApproximate average salary by contribution assumption: employee only about $140,692 at 4% or $93,795 at 6%; with 50% employer match about $93,795 at 4% or $62,530 at 6%; with 100% employer match about $70,346 at 4% or $46,897 at 6%. |
| 2010 | 1 | 26 | $583,823 | $132,042 | $5,079iApproximate average salary by contribution assumption: employee only about $126,963 at 4% or $84,642 at 6%; with 50% employer match about $84,642 at 4% or $56,428 at 6%; with 100% employer match about $63,482 at 4% or $42,321 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 26 | $583,823 | $132,042 | $5,079iApproximate average salary by contribution assumption: employee only about $126,963 at 4% or $84,642 at 6%; with 50% employer match about $84,642 at 4% or $56,428 at 6%; with 100% employer match about $63,482 at 4% or $42,321 at 6%. |
| 2009 | 1 | 29 | $420,781 | $32,746 | $1,129iApproximate average salary by contribution assumption: employee only about $28,229 at 4% or $18,820 at 6%; with 50% employer match about $18,820 at 4% or $12,546 at 6%; with 100% employer match about $14,115 at 4% or $9,410 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 29 | $420,781 | $32,746 | $1,129iApproximate average salary by contribution assumption: employee only about $28,229 at 4% or $18,820 at 6%; with 50% employer match about $18,820 at 4% or $12,546 at 6%; with 100% employer match about $14,115 at 4% or $9,410 at 6%. |
| 2008 | 1 | 22 | $484,125 | $0 | - |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 22 | $484,125 | - | - |
| 2007 | 1 | 15 | $0 | $0 | - |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 15 | - | - | - |
| 2006 | 1 | 14 | $798,124 | $100,107 | $7,151iApproximate average salary by contribution assumption: employee only about $178,763 at 4% or $119,175 at 6%; with 50% employer match about $119,175 at 4% or $79,450 at 6%; with 100% employer match about $89,381 at 4% or $59,588 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 14 | $798,124 | $100,107 | $7,151iApproximate average salary by contribution assumption: employee only about $178,763 at 4% or $119,175 at 6%; with 50% employer match about $119,175 at 4% or $79,450 at 6%; with 100% employer match about $89,381 at 4% or $59,588 at 6%. |
| 2005 | 1 | 12 | $616,629 | $101,307 | $8,442iApproximate average salary by contribution assumption: employee only about $211,056 at 4% or $140,704 at 6%; with 50% employer match about $140,704 at 4% or $93,803 at 6%; with 100% employer match about $105,528 at 4% or $70,352 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 12 | $616,629 | $101,307 | $8,442iApproximate average salary by contribution assumption: employee only about $211,056 at 4% or $140,704 at 6%; with 50% employer match about $140,704 at 4% or $93,803 at 6%; with 100% employer match about $105,528 at 4% or $70,352 at 6%. |
| 2004 | 1 | 11 | $516,947 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 11 | $516,947 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| 2003 | 1 | 9 | $371,548 | $50,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 9 | $371,548 | $50,000 | $5,556iApproximate average salary by contribution assumption: employee only about $138,889 at 4% or $92,593 at 6%; with 50% employer match about $92,593 at 4% or $61,728 at 6%; with 100% employer match about $69,444 at 4% or $46,296 at 6%. |
| 2002 | 2 | 7 | $252,935 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 7 | $252,935 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Ubaldini Enterprises Inc Mony Purchase Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 4 | $281,634 | $45,220 | $11,305iApproximate average salary by contribution assumption: employee only about $282,625 at 4% or $188,417 at 6%; with 50% employer match about $188,417 at 4% or $125,611 at 6%; with 100% employer match about $141,313 at 4% or $94,208 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 4 | $190,322 | $33,915 | $8,479iApproximate average salary by contribution assumption: employee only about $211,969 at 4% or $141,313 at 6%; with 50% employer match about $141,313 at 4% or $94,208 at 6%; with 100% employer match about $105,984 at 4% or $70,656 at 6%. |
| Ubaldini Enterprises Inc Mony Purchase Plan and Trust | - | 4 | $91,312 | $11,305 | $2,826iApproximate average salary by contribution assumption: employee only about $70,656 at 4% or $47,104 at 6%; with 50% employer match about $47,104 at 4% or $31,403 at 6%; with 100% employer match about $35,328 at 4% or $23,552 at 6%. |
| 2000 | 2 | 4 | $273,341 | $10,728 | $2,682iApproximate average salary by contribution assumption: employee only about $67,050 at 4% or $44,700 at 6%; with 50% employer match about $44,700 at 4% or $29,800 at 6%; with 100% employer match about $33,525 at 4% or $22,350 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 4 | $181,790 | - | - |
| Ubaldini Enterprises Inc Mony Purchase Plan and Trust | - | 4 | $91,551 | $10,728 | $2,682iApproximate average salary by contribution assumption: employee only about $67,050 at 4% or $44,700 at 6%; with 50% employer match about $44,700 at 4% or $29,800 at 6%; with 100% employer match about $33,525 at 4% or $22,350 at 6%. |
| 1999 | 2 | 5 | $299,087 | $16,105 | $3,221iApproximate average salary by contribution assumption: employee only about $80,525 at 4% or $53,683 at 6%; with 50% employer match about $53,683 at 4% or $35,789 at 6%; with 100% employer match about $40,263 at 4% or $26,842 at 6%. |
| Ubaldini Enterprises Inc Profit Sharing Plan and Trust | - | 5 | $213,431 | - | - |
| Ubaldini Enterprises Inc Mony Purchase Plan and Trust | - | 5 | $85,656 | $16,105 | $3,221iApproximate average salary by contribution assumption: employee only about $80,525 at 4% or $53,683 at 6%; with 50% employer match about $53,683 at 4% or $35,789 at 6%; with 100% employer match about $40,263 at 4% or $26,842 at 6%. |