Civic Intelligence

United Services Planning Association Inc.

Plan context: United Services Planning Assn. Inc. Profit Sharing Plan

EIN 75-1054341 • Fort Worth, TX • 55 filings • 8 plans

1 Firstcomm PlzFort Worth, TX 76109-4978
Current Snapshot

Latest Year

2024

2024 Participants

556

2024 Assets

$216,880,556

2024 Contributions

$15,374,736

Historical Graphs

Total Assets Over Time

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

$235,524,654$117,762,327$0199920152023YearValue
$216,880,556Latest year 2023

Participants Over Time

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

1,0375190199920122024YearValue
556Latest 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
20241556$0$0-
Group Insurance Plan for Employees of Uspa-556---
20232893$216,880,556$15,374,736$17,217iApproximate average salary by contribution assumption: employee only about $430,424 at 4% or $286,949 at 6%; with 50% employer match about $286,949 at 4% or $191,299 at 6%; with 100% employer match about $215,212 at 4% or $143,475 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-893$216,880,556$15,374,736$17,217iApproximate average salary by contribution assumption: employee only about $430,424 at 4% or $286,949 at 6%; with 50% employer match about $286,949 at 4% or $191,299 at 6%; with 100% employer match about $215,212 at 4% or $143,475 at 6%.
Group Insurance Plan for Employees of Uspa-484---
20222769$191,065,763$13,004,415$16,911iApproximate average salary by contribution assumption: employee only about $422,770 at 4% or $281,847 at 6%; with 50% employer match about $281,847 at 4% or $187,898 at 6%; with 100% employer match about $211,385 at 4% or $140,923 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-769$191,065,763$13,004,415$16,911iApproximate average salary by contribution assumption: employee only about $422,770 at 4% or $281,847 at 6%; with 50% employer match about $281,847 at 4% or $187,898 at 6%; with 100% employer match about $211,385 at 4% or $140,923 at 6%.
Group Insurance Plan for Employees of Uspa-489---
20212751$160,352,052$12,531,586$16,687iApproximate average salary by contribution assumption: employee only about $417,163 at 4% or $278,109 at 6%; with 50% employer match about $278,109 at 4% or $185,406 at 6%; with 100% employer match about $208,582 at 4% or $139,054 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-751$160,352,052$12,531,586$16,687iApproximate average salary by contribution assumption: employee only about $417,163 at 4% or $278,109 at 6%; with 50% employer match about $278,109 at 4% or $185,406 at 6%; with 100% employer match about $208,582 at 4% or $139,054 at 6%.
Group Insurance Plan for Employees of Uspa-453---
20202735$235,524,654$12,997,522$17,684iApproximate average salary by contribution assumption: employee only about $442,093 at 4% or $294,728 at 6%; with 50% employer match about $294,728 at 4% or $196,486 at 6%; with 100% employer match about $221,046 at 4% or $147,364 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-735$235,524,654$12,997,522$17,684iApproximate average salary by contribution assumption: employee only about $442,093 at 4% or $294,728 at 6%; with 50% employer match about $294,728 at 4% or $196,486 at 6%; with 100% employer match about $221,046 at 4% or $147,364 at 6%.
Group Insurance Plan for Employees of Uspa-469---
20192761$186,483,431$11,771,843$15,469iApproximate average salary by contribution assumption: employee only about $386,723 at 4% or $257,815 at 6%; with 50% employer match about $257,815 at 4% or $171,877 at 6%; with 100% employer match about $193,361 at 4% or $128,908 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-761$186,483,431$11,771,843$15,469iApproximate average salary by contribution assumption: employee only about $386,723 at 4% or $257,815 at 6%; with 50% employer match about $257,815 at 4% or $171,877 at 6%; with 100% employer match about $193,361 at 4% or $128,908 at 6%.
Group Insurance Plan for Employees of Uspa-447---
20182745$179,856,615$10,781,532$14,472iApproximate average salary by contribution assumption: employee only about $361,796 at 4% or $241,198 at 6%; with 50% employer match about $241,198 at 4% or $160,798 at 6%; with 100% employer match about $180,898 at 4% or $120,599 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-745$179,856,615$10,781,532$14,472iApproximate average salary by contribution assumption: employee only about $361,796 at 4% or $241,198 at 6%; with 50% employer match about $241,198 at 4% or $160,798 at 6%; with 100% employer match about $180,898 at 4% or $120,599 at 6%.
Group Insurance Plan for Employees of Uspa-444---
20172707$164,281,927$9,063,661$12,820iApproximate average salary by contribution assumption: employee only about $320,497 at 4% or $213,665 at 6%; with 50% employer match about $213,665 at 4% or $142,443 at 6%; with 100% employer match about $160,249 at 4% or $106,832 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-707$164,281,927$9,063,661$12,820iApproximate average salary by contribution assumption: employee only about $320,497 at 4% or $213,665 at 6%; with 50% employer match about $213,665 at 4% or $142,443 at 6%; with 100% employer match about $160,249 at 4% or $106,832 at 6%.
Group Insurance Plan for Employees of Uspa-432---
20162718$134,631,064$9,285,549$12,933iApproximate average salary by contribution assumption: employee only about $323,313 at 4% or $215,542 at 6%; with 50% employer match about $215,542 at 4% or $143,695 at 6%; with 100% employer match about $161,656 at 4% or $107,771 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-718$134,631,064$9,285,549$12,933iApproximate average salary by contribution assumption: employee only about $323,313 at 4% or $215,542 at 6%; with 50% employer match about $215,542 at 4% or $143,695 at 6%; with 100% employer match about $161,656 at 4% or $107,771 at 6%.
Group Insurance Plan for Employees of Uspa-428---
20152632$114,066,817$8,507,623$13,461iApproximate average salary by contribution assumption: employee only about $336,536 at 4% or $224,357 at 6%; with 50% employer match about $224,357 at 4% or $149,571 at 6%; with 100% employer match about $168,268 at 4% or $112,179 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-632$114,066,817$8,507,623$13,461iApproximate average salary by contribution assumption: employee only about $336,536 at 4% or $224,357 at 6%; with 50% employer match about $224,357 at 4% or $149,571 at 6%; with 100% employer match about $168,268 at 4% or $112,179 at 6%.
Group Insurance Plan for Employees of Uspa-437---
20142628$103,984,728$8,200,092$13,057iApproximate average salary by contribution assumption: employee only about $326,437 at 4% or $217,625 at 6%; with 50% employer match about $217,625 at 4% or $145,083 at 6%; with 100% employer match about $163,218 at 4% or $108,812 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-628$103,984,728$8,200,092$13,057iApproximate average salary by contribution assumption: employee only about $326,437 at 4% or $217,625 at 6%; with 50% employer match about $217,625 at 4% or $145,083 at 6%; with 100% employer match about $163,218 at 4% or $108,812 at 6%.
Group Insurance Plan for Employees of Uspa-420---
20132630$110,283,421$7,407,112$11,757iApproximate average salary by contribution assumption: employee only about $293,933 at 4% or $195,955 at 6%; with 50% employer match about $195,955 at 4% or $130,637 at 6%; with 100% employer match about $146,967 at 4% or $97,978 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-630$110,283,421$7,407,112$11,757iApproximate average salary by contribution assumption: employee only about $293,933 at 4% or $195,955 at 6%; with 50% employer match about $195,955 at 4% or $130,637 at 6%; with 100% employer match about $146,967 at 4% or $97,978 at 6%.
Group Insurance Plan for Employees of Uspa-428---
20122608$99,159,400$7,128,862$11,725iApproximate average salary by contribution assumption: employee only about $293,128 at 4% or $195,418 at 6%; with 50% employer match about $195,418 at 4% or $130,279 at 6%; with 100% employer match about $146,564 at 4% or $97,709 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-608$99,159,400$7,128,862$11,725iApproximate average salary by contribution assumption: employee only about $293,128 at 4% or $195,418 at 6%; with 50% employer match about $195,418 at 4% or $130,279 at 6%; with 100% employer match about $146,564 at 4% or $97,709 at 6%.
Group Insurance Plan for Employees of Uspa-418---
20112616$82,500,698$6,941,514$11,269iApproximate average salary by contribution assumption: employee only about $281,717 at 4% or $187,812 at 6%; with 50% employer match about $187,812 at 4% or $125,208 at 6%; with 100% employer match about $140,859 at 4% or $93,906 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-616$82,500,698$6,941,514$11,269iApproximate average salary by contribution assumption: employee only about $281,717 at 4% or $187,812 at 6%; with 50% employer match about $187,812 at 4% or $125,208 at 6%; with 100% employer match about $140,859 at 4% or $93,906 at 6%.
Group Insurance Plan for Employees of Uspa-441---
20102634$68,989,996$6,969,362$10,993iApproximate average salary by contribution assumption: employee only about $274,817 at 4% or $183,211 at 6%; with 50% employer match about $183,211 at 4% or $122,141 at 6%; with 100% employer match about $137,409 at 4% or $91,606 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-634$68,989,996$6,969,362$10,993iApproximate average salary by contribution assumption: employee only about $274,817 at 4% or $183,211 at 6%; with 50% employer match about $183,211 at 4% or $122,141 at 6%; with 100% employer match about $137,409 at 4% or $91,606 at 6%.
Group Insurance Plan for Employees of Uspa-436---
20092660$67,236,328$6,950,870$10,532iApproximate average salary by contribution assumption: employee only about $263,291 at 4% or $175,527 at 6%; with 50% employer match about $175,527 at 4% or $117,018 at 6%; with 100% employer match about $131,645 at 4% or $87,764 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-660$67,236,328$6,950,870$10,532iApproximate average salary by contribution assumption: employee only about $263,291 at 4% or $175,527 at 6%; with 50% employer match about $175,527 at 4% or $117,018 at 6%; with 100% employer match about $131,645 at 4% or $87,764 at 6%.
Group Insurance Plan for Employees of Uspa-422---
20082547$50,667,085$6,354,101$11,616iApproximate average salary by contribution assumption: employee only about $290,407 at 4% or $193,605 at 6%; with 50% employer match about $193,605 at 4% or $129,070 at 6%; with 100% employer match about $145,203 at 4% or $96,802 at 6%.
FIRST COMMAND FINANCIAL PLANNING, INC. 401K - EMPLOYEE STOCK OWNERSHIP PLAN-547$50,667,085$6,354,101$11,616iApproximate average salary by contribution assumption: employee only about $290,407 at 4% or $193,605 at 6%; with 50% employer match about $193,605 at 4% or $129,070 at 6%; with 100% employer match about $145,203 at 4% or $96,802 at 6%.
Group Insurance Plan for Employees of Uspa-534---
20072548$0$0-
Group Insurance Plan for Employees of Uspa-521---
FIRST COMMAND FINANCIAL PLANNING, INC. 401K - EMPLOYEE STOCK OWNERSHIP PLAN-548---
20062505$0$0-
FIRST COMMAND FINANCIAL PLANNING, INC. 401K- EMPLOYEE STOCK OWNERSHIP PLAN-452---
Group Insurance Plan for Employees of Uspa-505---
20053521$0$0-
Group Insurance Plan for Employees of Uspa-521---
United Services Planning Assn. Inc. Profit Sharing Plan-0---
FIRST COMMAND FINANCIAL PLANNING, INC. 401K- EMPLOYEE STOCK OWNERSHIP PLAN-460---
20043585$0$0-
United Services Planning Assn. Inc. Profit Sharing Plan-445---
Group Insurance Plan for Employees of Uspa-585---
FIRST COMMAND FINANCIAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN-441---
20033565$0$0-
Group Insurance Plan for Employees of Uspa-565---
FIRST COMMAND FINANCIAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN-467---
United Services Planning Assn. Inc. Profit Sharing Plan-468---
200231,030$0$0-
Group Insurance Plan for Employees of Uspa-1,030---
FIRST COMMAND FINANCIAL PLANNING, INC. EMPLOYEE STOCK OWNERSHIP PLAN-462---
United Services Planning Assn. Inc. Profit Sharing Plan-442---
20012991$0$0-
Group Insurance Plan for Employees of Uspa-991---
United Services Planning Assn. Inc. Profit Sharing Plan-420---
200021,037$0$0-
Group Insurance Plan for Employees of Uspa-1,037---
United Services Planning Assn. Inc. Profit Sharing Plan-349---
19992961$22,705,066$1,155,000$1,202iApproximate average salary by contribution assumption: employee only about $30,047 at 4% or $20,031 at 6%; with 50% employer match about $20,031 at 4% or $13,354 at 6%; with 100% employer match about $15,023 at 4% or $10,016 at 6%.
United Services Planning Assn. Inc. Profit Sharing Plan-299$22,705,066$1,155,000$3,863iApproximate average salary by contribution assumption: employee only about $96,572 at 4% or $64,381 at 6%; with 50% employer match about $64,381 at 4% or $42,921 at 6%; with 100% employer match about $48,286 at 4% or $32,191 at 6%.
Group Insurance Plan for Employees of Uspa-961---