Civic Intelligence

Unified Financial Services LLC

Plan context: Unified Financial Services LLC 401K Plan

EIN 72-1585804 • Scottsdale, AZ • 13 filings • 3 plans

7025 N. Scottsdale Rd, Suite 110Scottsdale, AZ 85253-3668
Current Snapshot

Latest Year

2015

2015 Participants

7

2015 Assets

$681,022

2015 Contributions

$111,696

Historical Graphs

Total Assets Over Time

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

$681,022$340,511$0200520112015YearValue
$681,022Latest year 2015

Participants Over Time

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

32160200520102015YearValue
7Latest year 2015

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
201527$681,022$111,696$15,957iApproximate average salary by contribution assumption: employee only about $398,914 at 4% or $265,943 at 6%; with 50% employer match about $265,943 at 4% or $177,295 at 6%; with 100% employer match about $199,457 at 4% or $132,971 at 6%.
Unified Financial Services LLC 401K Plan-7$510,704$51,696$7,385iApproximate average salary by contribution assumption: employee only about $184,629 at 4% or $123,086 at 6%; with 50% employer match about $123,086 at 4% or $82,057 at 6%; with 100% employer match about $92,314 at 4% or $61,543 at 6%.
UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN-6$170,318$60,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201426$583,422$170,327$28,388iApproximate average salary by contribution assumption: employee only about $709,696 at 4% or $473,131 at 6%; with 50% employer match about $473,131 at 4% or $315,420 at 6%; with 100% employer match about $354,848 at 4% or $236,565 at 6%.
Unified Financial Services LLC 401K Plan-6$468,510$55,415$9,236iApproximate average salary by contribution assumption: employee only about $230,896 at 4% or $153,931 at 6%; with 50% employer match about $153,931 at 4% or $102,620 at 6%; with 100% employer match about $115,448 at 4% or $76,965 at 6%.
UNIFIED FINANCIAL SERVICES, LLC DEFINED BENEFIT PLAN-5$114,912$114,912$22,982iApproximate average salary by contribution assumption: employee only about $574,560 at 4% or $383,040 at 6%; with 50% employer match about $383,040 at 4% or $255,360 at 6%; with 100% employer match about $287,280 at 4% or $191,520 at 6%.
2013114$518,168$62,747$4,482iApproximate average salary by contribution assumption: employee only about $112,048 at 4% or $74,699 at 6%; with 50% employer match about $74,699 at 4% or $49,799 at 6%; with 100% employer match about $56,024 at 4% or $37,349 at 6%.
Unified Financial Services LLC 401K Plan-14$518,168$62,747$4,482iApproximate average salary by contribution assumption: employee only about $112,048 at 4% or $74,699 at 6%; with 50% employer match about $74,699 at 4% or $49,799 at 6%; with 100% employer match about $56,024 at 4% or $37,349 at 6%.
2012116$362,458$53,313$3,332iApproximate average salary by contribution assumption: employee only about $83,302 at 4% or $55,534 at 6%; with 50% employer match about $55,534 at 4% or $37,023 at 6%; with 100% employer match about $41,651 at 4% or $27,767 at 6%.
Unified Financial Services LLC 401K Plan-16$362,458$53,313$3,332iApproximate average salary by contribution assumption: employee only about $83,302 at 4% or $55,534 at 6%; with 50% employer match about $55,534 at 4% or $37,023 at 6%; with 100% employer match about $41,651 at 4% or $27,767 at 6%.
2011118$304,753$54,462$3,026iApproximate average salary by contribution assumption: employee only about $75,642 at 4% or $50,428 at 6%; with 50% employer match about $50,428 at 4% or $33,619 at 6%; with 100% employer match about $37,821 at 4% or $25,214 at 6%.
Unified Financial Services LLC 401K Plan-18$304,753$54,462$3,026iApproximate average salary by contribution assumption: employee only about $75,642 at 4% or $50,428 at 6%; with 50% employer match about $50,428 at 4% or $33,619 at 6%; with 100% employer match about $37,821 at 4% or $25,214 at 6%.
2010125$329,955$66,985$2,679iApproximate average salary by contribution assumption: employee only about $66,985 at 4% or $44,657 at 6%; with 50% employer match about $44,657 at 4% or $29,771 at 6%; with 100% employer match about $33,493 at 4% or $22,328 at 6%.
Unified Financial Services LLC 401K Plan-25$329,955$66,985$2,679iApproximate average salary by contribution assumption: employee only about $66,985 at 4% or $44,657 at 6%; with 50% employer match about $44,657 at 4% or $29,771 at 6%; with 100% employer match about $33,493 at 4% or $22,328 at 6%.
2009132$304,329$65,040$2,033iApproximate average salary by contribution assumption: employee only about $50,813 at 4% or $33,875 at 6%; with 50% employer match about $33,875 at 4% or $22,583 at 6%; with 100% employer match about $25,406 at 4% or $16,938 at 6%.
Unified Financial Services LLC 401K Plan-32$304,329$65,040$2,033iApproximate average salary by contribution assumption: employee only about $50,813 at 4% or $33,875 at 6%; with 50% employer match about $33,875 at 4% or $22,583 at 6%; with 100% employer match about $25,406 at 4% or $16,938 at 6%.
2008126$181,493$88,805$3,416iApproximate average salary by contribution assumption: employee only about $85,389 at 4% or $56,926 at 6%; with 50% employer match about $56,926 at 4% or $37,951 at 6%; with 100% employer match about $42,695 at 4% or $28,463 at 6%.
Unified Financial Services LLC 401K Plan-26$181,493$88,805$3,416iApproximate average salary by contribution assumption: employee only about $85,389 at 4% or $56,926 at 6%; with 50% employer match about $56,926 at 4% or $37,951 at 6%; with 100% employer match about $42,695 at 4% or $28,463 at 6%.
2007131$0$0-
Unified Financial Services LLC 401K Plan-31---
2006121$114,697$59,873$2,851iApproximate average salary by contribution assumption: employee only about $71,277 at 4% or $47,518 at 6%; with 50% employer match about $47,518 at 4% or $31,679 at 6%; with 100% employer match about $35,639 at 4% or $23,759 at 6%.
Unified Financial Services LLC 401K Plan-21$114,697$59,873$2,851iApproximate average salary by contribution assumption: employee only about $71,277 at 4% or $47,518 at 6%; with 50% employer match about $47,518 at 4% or $31,679 at 6%; with 100% employer match about $35,639 at 4% or $23,759 at 6%.
2005111$47,419$43,679$3,971iApproximate average salary by contribution assumption: employee only about $99,270 at 4% or $66,180 at 6%; with 50% employer match about $66,180 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%.
Unified Financial Services LLC 401K Plan-11$47,419$43,679$3,971iApproximate average salary by contribution assumption: employee only about $99,270 at 4% or $66,180 at 6%; with 50% employer match about $66,180 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%.