The Universal Group Inc.
Plan context: Universal Forms & Systems Inc. 401(K) Profit Sharing Plan
EIN 62-1116808 • Knoxville, TN • 28 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$1,520,105
2025 Contributions
$38,932
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $1,520,105 | $38,932 | $2,049iApproximate average salary by contribution assumption: employee only about $51,226 at 4% or $34,151 at 6%; with 50% employer match about $34,151 at 4% or $22,767 at 6%; with 100% employer match about $25,613 at 4% or $17,075 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 19 | $1,520,105 | $38,932 | $2,049iApproximate average salary by contribution assumption: employee only about $51,226 at 4% or $34,151 at 6%; with 50% employer match about $34,151 at 4% or $22,767 at 6%; with 100% employer match about $25,613 at 4% or $17,075 at 6%. |
| 2024 | 1 | 21 | $1,268,274 | $18,031 | $859iApproximate average salary by contribution assumption: employee only about $21,465 at 4% or $14,310 at 6%; with 50% employer match about $14,310 at 4% or $9,540 at 6%; with 100% employer match about $10,733 at 4% or $7,155 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 21 | $1,268,274 | $18,031 | $859iApproximate average salary by contribution assumption: employee only about $21,465 at 4% or $14,310 at 6%; with 50% employer match about $14,310 at 4% or $9,540 at 6%; with 100% employer match about $10,733 at 4% or $7,155 at 6%. |
| 2023 | 1 | 22 | $1,347,453 | $90,198 | $4,100iApproximate average salary by contribution assumption: employee only about $102,498 at 4% or $68,332 at 6%; with 50% employer match about $68,332 at 4% or $45,555 at 6%; with 100% employer match about $51,249 at 4% or $34,166 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 22 | $1,347,453 | $90,198 | $4,100iApproximate average salary by contribution assumption: employee only about $102,498 at 4% or $68,332 at 6%; with 50% employer match about $68,332 at 4% or $45,555 at 6%; with 100% employer match about $51,249 at 4% or $34,166 at 6%. |
| 2022 | 1 | 14 | $1,029,480 | $49,109 | $3,508iApproximate average salary by contribution assumption: employee only about $87,695 at 4% or $58,463 at 6%; with 50% employer match about $58,463 at 4% or $38,975 at 6%; with 100% employer match about $43,847 at 4% or $29,232 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 14 | $1,029,480 | $49,109 | $3,508iApproximate average salary by contribution assumption: employee only about $87,695 at 4% or $58,463 at 6%; with 50% employer match about $58,463 at 4% or $38,975 at 6%; with 100% employer match about $43,847 at 4% or $29,232 at 6%. |
| 2021 | 1 | 15 | $1,040,720 | $47,120 | $3,141iApproximate average salary by contribution assumption: employee only about $78,533 at 4% or $52,356 at 6%; with 50% employer match about $52,356 at 4% or $34,904 at 6%; with 100% employer match about $39,267 at 4% or $26,178 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 15 | $1,040,720 | $47,120 | $3,141iApproximate average salary by contribution assumption: employee only about $78,533 at 4% or $52,356 at 6%; with 50% employer match about $52,356 at 4% or $34,904 at 6%; with 100% employer match about $39,267 at 4% or $26,178 at 6%. |
| 2020 | 1 | 15 | $1,239,543 | $41,019 | $2,735iApproximate average salary by contribution assumption: employee only about $68,365 at 4% or $45,577 at 6%; with 50% employer match about $45,577 at 4% or $30,384 at 6%; with 100% employer match about $34,183 at 4% or $22,788 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 15 | $1,239,543 | $41,019 | $2,735iApproximate average salary by contribution assumption: employee only about $68,365 at 4% or $45,577 at 6%; with 50% employer match about $45,577 at 4% or $30,384 at 6%; with 100% employer match about $34,183 at 4% or $22,788 at 6%. |
| 2019 | 1 | 17 | $1,101,107 | $41,421 | $2,437iApproximate average salary by contribution assumption: employee only about $60,913 at 4% or $40,609 at 6%; with 50% employer match about $40,609 at 4% or $27,073 at 6%; with 100% employer match about $30,457 at 4% or $20,304 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 17 | $1,101,107 | $41,421 | $2,437iApproximate average salary by contribution assumption: employee only about $60,913 at 4% or $40,609 at 6%; with 50% employer match about $40,609 at 4% or $27,073 at 6%; with 100% employer match about $30,457 at 4% or $20,304 at 6%. |
| 2018 | 1 | 17 | $929,795 | $156,775 | $9,222iApproximate average salary by contribution assumption: employee only about $230,551 at 4% or $153,701 at 6%; with 50% employer match about $153,701 at 4% or $102,467 at 6%; with 100% employer match about $115,276 at 4% or $76,850 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 17 | $929,795 | $156,775 | $9,222iApproximate average salary by contribution assumption: employee only about $230,551 at 4% or $153,701 at 6%; with 50% employer match about $153,701 at 4% or $102,467 at 6%; with 100% employer match about $115,276 at 4% or $76,850 at 6%. |
| 2017 | 1 | 17 | $783,281 | $41,738 | $2,455iApproximate average salary by contribution assumption: employee only about $61,379 at 4% or $40,920 at 6%; with 50% employer match about $40,920 at 4% or $27,280 at 6%; with 100% employer match about $30,690 at 4% or $20,460 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 17 | $783,281 | $41,738 | $2,455iApproximate average salary by contribution assumption: employee only about $61,379 at 4% or $40,920 at 6%; with 50% employer match about $40,920 at 4% or $27,280 at 6%; with 100% employer match about $30,690 at 4% or $20,460 at 6%. |
| 2016 | 1 | 18 | $679,799 | $35,152 | $1,953iApproximate average salary by contribution assumption: employee only about $48,822 at 4% or $32,548 at 6%; with 50% employer match about $32,548 at 4% or $21,699 at 6%; with 100% employer match about $24,411 at 4% or $16,274 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 18 | $679,799 | $35,152 | $1,953iApproximate average salary by contribution assumption: employee only about $48,822 at 4% or $32,548 at 6%; with 50% employer match about $32,548 at 4% or $21,699 at 6%; with 100% employer match about $24,411 at 4% or $16,274 at 6%. |
| 2015 | 1 | 18 | $800,755 | $33,974 | $1,887iApproximate average salary by contribution assumption: employee only about $47,186 at 4% or $31,457 at 6%; with 50% employer match about $31,457 at 4% or $20,972 at 6%; with 100% employer match about $23,593 at 4% or $15,729 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 18 | $800,755 | $33,974 | $1,887iApproximate average salary by contribution assumption: employee only about $47,186 at 4% or $31,457 at 6%; with 50% employer match about $31,457 at 4% or $20,972 at 6%; with 100% employer match about $23,593 at 4% or $15,729 at 6%. |
| 2014 | 1 | 17 | $712,497 | $31,024 | $1,825iApproximate average salary by contribution assumption: employee only about $45,624 at 4% or $30,416 at 6%; with 50% employer match about $30,416 at 4% or $20,277 at 6%; with 100% employer match about $22,812 at 4% or $15,208 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 17 | $712,497 | $31,024 | $1,825iApproximate average salary by contribution assumption: employee only about $45,624 at 4% or $30,416 at 6%; with 50% employer match about $30,416 at 4% or $20,277 at 6%; with 100% employer match about $22,812 at 4% or $15,208 at 6%. |
| 2013 | 1 | 26 | $755,305 | $25,779 | $992iApproximate average salary by contribution assumption: employee only about $24,788 at 4% or $16,525 at 6%; with 50% employer match about $16,525 at 4% or $11,017 at 6%; with 100% employer match about $12,394 at 4% or $8,263 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 26 | $755,305 | $25,779 | $992iApproximate average salary by contribution assumption: employee only about $24,788 at 4% or $16,525 at 6%; with 50% employer match about $16,525 at 4% or $11,017 at 6%; with 100% employer match about $12,394 at 4% or $8,263 at 6%. |
| 2012 | 1 | 26 | $627,996 | $32,383 | $1,246iApproximate average salary by contribution assumption: employee only about $31,138 at 4% or $20,758 at 6%; with 50% employer match about $20,758 at 4% or $13,839 at 6%; with 100% employer match about $15,569 at 4% or $10,379 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 26 | $627,996 | $32,383 | $1,246iApproximate average salary by contribution assumption: employee only about $31,138 at 4% or $20,758 at 6%; with 50% employer match about $20,758 at 4% or $13,839 at 6%; with 100% employer match about $15,569 at 4% or $10,379 at 6%. |
| 2011 | 1 | 26 | $519,488 | $16,276 | $626iApproximate average salary by contribution assumption: employee only about $15,650 at 4% or $10,433 at 6%; with 50% employer match about $10,433 at 4% or $6,956 at 6%; with 100% employer match about $7,825 at 4% or $5,217 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 26 | $519,488 | $16,276 | $626iApproximate average salary by contribution assumption: employee only about $15,650 at 4% or $10,433 at 6%; with 50% employer match about $10,433 at 4% or $6,956 at 6%; with 100% employer match about $7,825 at 4% or $5,217 at 6%. |
| 2010 | 1 | 26 | $458,622 | $18,934 | $728iApproximate average salary by contribution assumption: employee only about $18,206 at 4% or $12,137 at 6%; with 50% employer match about $12,137 at 4% or $8,091 at 6%; with 100% employer match about $9,103 at 4% or $6,069 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 26 | $458,622 | $18,934 | $728iApproximate average salary by contribution assumption: employee only about $18,206 at 4% or $12,137 at 6%; with 50% employer match about $12,137 at 4% or $8,091 at 6%; with 100% employer match about $9,103 at 4% or $6,069 at 6%. |
| 2009 | 1 | 26 | $397,107 | $19,999 | $769iApproximate average salary by contribution assumption: employee only about $19,230 at 4% or $12,820 at 6%; with 50% employer match about $12,820 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 26 | $397,107 | $19,999 | $769iApproximate average salary by contribution assumption: employee only about $19,230 at 4% or $12,820 at 6%; with 50% employer match about $12,820 at 4% or $8,547 at 6%; with 100% employer match about $9,615 at 4% or $6,410 at 6%. |
| 2008 | 1 | 28 | $0 | $0 | - |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 28 | - | - | - |
| 2007 | 1 | 26 | $0 | $0 | - |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 26 | - | - | - |
| 2006 | 1 | 22 | $684,371 | $33,192 | $1,509iApproximate average salary by contribution assumption: employee only about $37,718 at 4% or $25,145 at 6%; with 50% employer match about $25,145 at 4% or $16,764 at 6%; with 100% employer match about $18,859 at 4% or $12,573 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 22 | $684,371 | $33,192 | $1,509iApproximate average salary by contribution assumption: employee only about $37,718 at 4% or $25,145 at 6%; with 50% employer match about $25,145 at 4% or $16,764 at 6%; with 100% employer match about $18,859 at 4% or $12,573 at 6%. |
| 2005 | 1 | 27 | $665,658 | $31,122 | $1,153iApproximate average salary by contribution assumption: employee only about $28,817 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,606 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 27 | $665,658 | $31,122 | $1,153iApproximate average salary by contribution assumption: employee only about $28,817 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,606 at 6%. |
| 2004 | 1 | 27 | $599,825 | $54,233 | $2,009iApproximate average salary by contribution assumption: employee only about $50,216 at 4% or $33,477 at 6%; with 50% employer match about $33,477 at 4% or $22,318 at 6%; with 100% employer match about $25,108 at 4% or $16,739 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 27 | $599,825 | $54,233 | $2,009iApproximate average salary by contribution assumption: employee only about $50,216 at 4% or $33,477 at 6%; with 50% employer match about $33,477 at 4% or $22,318 at 6%; with 100% employer match about $25,108 at 4% or $16,739 at 6%. |
| 2003 | 1 | 26 | $0 | $0 | - |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 26 | - | - | - |
| 2002 | 1 | 29 | $0 | $0 | - |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 29 | - | - | - |
| 2001 | 1 | 23 | $0 | $0 | - |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 23 | - | - | - |
| 2000 | 2 | 21 | $0 | $0 | - |
| UNIVERSAL FORMS & SYSTEMS INC PRETAX PREMIUN PLAN | - | 19 | - | - | - |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 21 | - | - | - |
| 1999 | 1 | 18 | $418,703 | $50,223 | $2,790iApproximate average salary by contribution assumption: employee only about $69,754 at 4% or $46,503 at 6%; with 50% employer match about $46,503 at 4% or $31,002 at 6%; with 100% employer match about $34,877 at 4% or $23,251 at 6%. |
| Universal Forms & Systems Inc. 401(K) Profit Sharing Plan | - | 18 | $418,703 | $50,223 | $2,790iApproximate average salary by contribution assumption: employee only about $69,754 at 4% or $46,503 at 6%; with 50% employer match about $46,503 at 4% or $31,002 at 6%; with 100% employer match about $34,877 at 4% or $23,251 at 6%. |