Civic Intelligence

Universal Asset Management

Plan context: Universal Asset Management 401K Plan

EIN 62-1539860 • Memphis, TN • 21 filings • 3 plans

1355 Lynnfield Road, Building BSuite #262Memphis, TN 38119
Current Snapshot

Latest Year

2024

2024 Participants

97

2024 Assets

$1,556,522

2024 Contributions

$347,901

Historical Graphs

Total Assets Over Time

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

$1,953,694$976,847$0200420142024YearValue
$1,556,522Latest year 2024

Participants Over Time

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

97490200420142024YearValue
97Latest 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
2024197$1,556,522$347,901$3,587iApproximate average salary by contribution assumption: employee only about $89,665 at 4% or $59,777 at 6%; with 50% employer match about $59,777 at 4% or $39,851 at 6%; with 100% employer match about $44,833 at 4% or $29,888 at 6%.
Universal Asset Management 401K Plan-97$1,556,522$347,901$3,587iApproximate average salary by contribution assumption: employee only about $89,665 at 4% or $59,777 at 6%; with 50% employer match about $59,777 at 4% or $39,851 at 6%; with 100% employer match about $44,833 at 4% or $29,888 at 6%.
2023189$1,244,100$318,950$3,584iApproximate average salary by contribution assumption: employee only about $89,593 at 4% or $59,728 at 6%; with 50% employer match about $59,728 at 4% or $39,819 at 6%; with 100% employer match about $44,796 at 4% or $29,864 at 6%.
Universal Asset Management 401K Plan-89$1,244,100$318,950$3,584iApproximate average salary by contribution assumption: employee only about $89,593 at 4% or $59,728 at 6%; with 50% employer match about $59,728 at 4% or $39,819 at 6%; with 100% employer match about $44,796 at 4% or $29,864 at 6%.
2022172$937,426$197,455$2,742iApproximate average salary by contribution assumption: employee only about $68,561 at 4% or $45,707 at 6%; with 50% employer match about $45,707 at 4% or $30,471 at 6%; with 100% employer match about $34,280 at 4% or $22,854 at 6%.
Universal Asset Management 401K Plan-72$937,426$197,455$2,742iApproximate average salary by contribution assumption: employee only about $68,561 at 4% or $45,707 at 6%; with 50% employer match about $45,707 at 4% or $30,471 at 6%; with 100% employer match about $34,280 at 4% or $22,854 at 6%.
2021165$943,511$183,861$2,829iApproximate average salary by contribution assumption: employee only about $70,716 at 4% or $47,144 at 6%; with 50% employer match about $47,144 at 4% or $31,429 at 6%; with 100% employer match about $35,358 at 4% or $23,572 at 6%.
Universal Asset Management 401K Plan-65$943,511$183,861$2,829iApproximate average salary by contribution assumption: employee only about $70,716 at 4% or $47,144 at 6%; with 50% employer match about $47,144 at 4% or $31,429 at 6%; with 100% employer match about $35,358 at 4% or $23,572 at 6%.
2020164$930,658$274,365$4,287iApproximate average salary by contribution assumption: employee only about $107,174 at 4% or $71,449 at 6%; with 50% employer match about $71,449 at 4% or $47,633 at 6%; with 100% employer match about $53,587 at 4% or $35,725 at 6%.
Universal Asset Management 401K Plan-64$930,658$274,365$4,287iApproximate average salary by contribution assumption: employee only about $107,174 at 4% or $71,449 at 6%; with 50% employer match about $71,449 at 4% or $47,633 at 6%; with 100% employer match about $53,587 at 4% or $35,725 at 6%.
2019153$1,953,694$158,797$2,996iApproximate average salary by contribution assumption: employee only about $74,904 at 4% or $49,936 at 6%; with 50% employer match about $49,936 at 4% or $33,291 at 6%; with 100% employer match about $37,452 at 4% or $24,968 at 6%.
Universal Asset Management 401K Plan-53$1,953,694$158,797$2,996iApproximate average salary by contribution assumption: employee only about $74,904 at 4% or $49,936 at 6%; with 50% employer match about $49,936 at 4% or $33,291 at 6%; with 100% employer match about $37,452 at 4% or $24,968 at 6%.
2018147$1,667,338$195,523$4,160iApproximate average salary by contribution assumption: employee only about $104,002 at 4% or $69,334 at 6%; with 50% employer match about $69,334 at 4% or $46,223 at 6%; with 100% employer match about $52,001 at 4% or $34,667 at 6%.
Universal Asset Management 401K Plan-47$1,667,338$195,523$4,160iApproximate average salary by contribution assumption: employee only about $104,002 at 4% or $69,334 at 6%; with 50% employer match about $69,334 at 4% or $46,223 at 6%; with 100% employer match about $52,001 at 4% or $34,667 at 6%.
2017146$1,657,436$207,754$4,516iApproximate average salary by contribution assumption: employee only about $112,910 at 4% or $75,273 at 6%; with 50% employer match about $75,273 at 4% or $50,182 at 6%; with 100% employer match about $56,455 at 4% or $37,637 at 6%.
Universal Asset Management 401K Plan-46$1,657,436$207,754$4,516iApproximate average salary by contribution assumption: employee only about $112,910 at 4% or $75,273 at 6%; with 50% employer match about $75,273 at 4% or $50,182 at 6%; with 100% employer match about $56,455 at 4% or $37,637 at 6%.
2016149$1,360,120$153,109$3,125iApproximate average salary by contribution assumption: employee only about $78,117 at 4% or $52,078 at 6%; with 50% employer match about $52,078 at 4% or $34,719 at 6%; with 100% employer match about $39,058 at 4% or $26,039 at 6%.
Universal Asset Management 401K Plan-49$1,360,120$153,109$3,125iApproximate average salary by contribution assumption: employee only about $78,117 at 4% or $52,078 at 6%; with 50% employer match about $52,078 at 4% or $34,719 at 6%; with 100% employer match about $39,058 at 4% or $26,039 at 6%.
2015163$1,537,418$256,349$4,069iApproximate average salary by contribution assumption: employee only about $101,726 at 4% or $67,817 at 6%; with 50% employer match about $67,817 at 4% or $45,211 at 6%; with 100% employer match about $50,863 at 4% or $33,909 at 6%.
Universal Asset Management 401K Plan-63$1,537,418$256,349$4,069iApproximate average salary by contribution assumption: employee only about $101,726 at 4% or $67,817 at 6%; with 50% employer match about $67,817 at 4% or $45,211 at 6%; with 100% employer match about $50,863 at 4% or $33,909 at 6%.
2014164$1,631,472$203,762$3,184iApproximate average salary by contribution assumption: employee only about $79,595 at 4% or $53,063 at 6%; with 50% employer match about $53,063 at 4% or $35,375 at 6%; with 100% employer match about $39,797 at 4% or $26,532 at 6%.
Universal Asset Management 401K Plan-64$1,631,472$203,762$3,184iApproximate average salary by contribution assumption: employee only about $79,595 at 4% or $53,063 at 6%; with 50% employer match about $53,063 at 4% or $35,375 at 6%; with 100% employer match about $39,797 at 4% or $26,532 at 6%.
2013159$1,602,683$203,060$3,442iApproximate average salary by contribution assumption: employee only about $86,042 at 4% or $57,362 at 6%; with 50% employer match about $57,362 at 4% or $38,241 at 6%; with 100% employer match about $43,021 at 4% or $28,681 at 6%.
Universal Asset Management 401K Plan-59$1,602,683$203,060$3,442iApproximate average salary by contribution assumption: employee only about $86,042 at 4% or $57,362 at 6%; with 50% employer match about $57,362 at 4% or $38,241 at 6%; with 100% employer match about $43,021 at 4% or $28,681 at 6%.
2012132$1,565,085$464,621$14,519iApproximate average salary by contribution assumption: employee only about $362,985 at 4% or $241,990 at 6%; with 50% employer match about $241,990 at 4% or $161,327 at 6%; with 100% employer match about $181,493 at 4% or $120,995 at 6%.
Universal Asset Management 401K Plan-32$1,565,085$464,621$14,519iApproximate average salary by contribution assumption: employee only about $362,985 at 4% or $241,990 at 6%; with 50% employer match about $241,990 at 4% or $161,327 at 6%; with 100% employer match about $181,493 at 4% or $120,995 at 6%.
2011141$1,502,970$198,127$4,832iApproximate average salary by contribution assumption: employee only about $120,809 at 4% or $80,539 at 6%; with 50% employer match about $80,539 at 4% or $53,693 at 6%; with 100% employer match about $60,405 at 4% or $40,270 at 6%.
Universal Asset Management 401K Plan-41$1,502,970$198,127$4,832iApproximate average salary by contribution assumption: employee only about $120,809 at 4% or $80,539 at 6%; with 50% employer match about $80,539 at 4% or $53,693 at 6%; with 100% employer match about $60,405 at 4% or $40,270 at 6%.
2010140$1,510,702$220,584$5,515iApproximate average salary by contribution assumption: employee only about $137,865 at 4% or $91,910 at 6%; with 50% employer match about $91,910 at 4% or $61,273 at 6%; with 100% employer match about $68,933 at 4% or $45,955 at 6%.
Universal Asset Management 401K Plan-40$1,510,702$220,584$5,515iApproximate average salary by contribution assumption: employee only about $137,865 at 4% or $91,910 at 6%; with 50% employer match about $91,910 at 4% or $61,273 at 6%; with 100% employer match about $68,933 at 4% or $45,955 at 6%.
2009137$1,314,676$287,902$7,781iApproximate average salary by contribution assumption: employee only about $194,528 at 4% or $129,686 at 6%; with 50% employer match about $129,686 at 4% or $86,457 at 6%; with 100% employer match about $97,264 at 4% or $64,843 at 6%.
Universal Asset Management 401K Plan-37$1,314,676$287,902$7,781iApproximate average salary by contribution assumption: employee only about $194,528 at 4% or $129,686 at 6%; with 50% employer match about $129,686 at 4% or $86,457 at 6%; with 100% employer match about $97,264 at 4% or $64,843 at 6%.
2008135$748,352$355,960$10,170iApproximate average salary by contribution assumption: employee only about $254,257 at 4% or $169,505 at 6%; with 50% employer match about $169,505 at 4% or $113,003 at 6%; with 100% employer match about $127,129 at 4% or $84,752 at 6%.
Universal Asset Management 401K Plan-35$748,352$355,960$10,170iApproximate average salary by contribution assumption: employee only about $254,257 at 4% or $169,505 at 6%; with 50% employer match about $169,505 at 4% or $113,003 at 6%; with 100% employer match about $127,129 at 4% or $84,752 at 6%.
2007127$689,404$254,488$9,425iApproximate average salary by contribution assumption: employee only about $235,637 at 4% or $157,091 at 6%; with 50% employer match about $157,091 at 4% or $104,728 at 6%; with 100% employer match about $117,819 at 4% or $78,546 at 6%.
Universal Asset Management 401K Plan-27$689,404$254,488$9,425iApproximate average salary by contribution assumption: employee only about $235,637 at 4% or $157,091 at 6%; with 50% employer match about $157,091 at 4% or $104,728 at 6%; with 100% employer match about $117,819 at 4% or $78,546 at 6%.
2006118$460,473$148,081$8,227iApproximate average salary by contribution assumption: employee only about $205,668 at 4% or $137,112 at 6%; with 50% employer match about $137,112 at 4% or $91,408 at 6%; with 100% employer match about $102,834 at 4% or $68,556 at 6%.
Universal Asset Management 401K Plan-18$460,473$148,081$8,227iApproximate average salary by contribution assumption: employee only about $205,668 at 4% or $137,112 at 6%; with 50% employer match about $137,112 at 4% or $91,408 at 6%; with 100% employer match about $102,834 at 4% or $68,556 at 6%.
2005116$293,523$146,306$9,144iApproximate average salary by contribution assumption: employee only about $228,603 at 4% or $152,402 at 6%; with 50% employer match about $152,402 at 4% or $101,601 at 6%; with 100% employer match about $114,302 at 4% or $76,201 at 6%.
Universal Asset Management 401K Plan-16$293,523$146,306$9,144iApproximate average salary by contribution assumption: employee only about $228,603 at 4% or $152,402 at 6%; with 50% employer match about $152,402 at 4% or $101,601 at 6%; with 100% employer match about $114,302 at 4% or $76,201 at 6%.
2004112$128,247$118,157$9,846iApproximate average salary by contribution assumption: employee only about $246,160 at 4% or $164,107 at 6%; with 50% employer match about $164,107 at 4% or $109,405 at 6%; with 100% employer match about $123,080 at 4% or $82,053 at 6%.
Universal Asset Management 401K Plan-12$128,247$118,157$9,846iApproximate average salary by contribution assumption: employee only about $246,160 at 4% or $164,107 at 6%; with 50% employer match about $164,107 at 4% or $109,405 at 6%; with 100% employer match about $123,080 at 4% or $82,053 at 6%.