Civic Intelligence

United Plus Inc.

Plan context: United Plus Inc. Cash Balance Plan

EIN 75-3009978 • Mercer Island, WA • 22 filings • 4 plans

8204 SE 68th StreetMercer Island, WA 98040
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,394,394

2025 Contributions

$47,229

Historical Graphs

Total Assets Over Time

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

$3,394,394$1,697,197$0201520202025YearValue
$3,394,394Latest year 2025

Participants Over Time

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

840201520202025YearValue
8Latest year 2025

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
202528$3,394,394$47,229$5,904iApproximate average salary by contribution assumption: employee only about $147,591 at 4% or $98,394 at 6%; with 50% employer match about $98,394 at 4% or $65,596 at 6%; with 100% employer match about $73,795 at 4% or $49,197 at 6%.
United Plus Inc. Cash Balance Plan-8$2,106,287--
United Plus Inc. 401(K) Plan-8$1,288,107$47,229$5,904iApproximate average salary by contribution assumption: employee only about $147,591 at 4% or $98,394 at 6%; with 50% employer match about $98,394 at 4% or $65,596 at 6%; with 100% employer match about $73,795 at 4% or $49,197 at 6%.
202426$2,936,261$253,617$42,270iApproximate average salary by contribution assumption: employee only about $1,056,738 at 4% or $704,492 at 6%; with 50% employer match about $704,492 at 4% or $469,661 at 6%; with 100% employer match about $528,369 at 4% or $352,246 at 6%.
United Plus Inc. Cash Balance Plan-6$1,844,366$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
United Plus Inc. 401(K) Plan-6$1,091,895$53,617$8,936iApproximate average salary by contribution assumption: employee only about $223,404 at 4% or $148,936 at 6%; with 50% employer match about $148,936 at 4% or $99,291 at 6%; with 100% employer match about $111,702 at 4% or $74,468 at 6%.
202326$2,411,370$279,003$46,501iApproximate average salary by contribution assumption: employee only about $1,162,513 at 4% or $775,008 at 6%; with 50% employer match about $775,008 at 4% or $516,672 at 6%; with 100% employer match about $581,256 at 4% or $387,504 at 6%.
United Plus Inc. Cash Balance Plan-6$1,463,949$175,176$29,196iApproximate average salary by contribution assumption: employee only about $729,900 at 4% or $486,600 at 6%; with 50% employer match about $486,600 at 4% or $324,400 at 6%; with 100% employer match about $364,950 at 4% or $243,300 at 6%.
United Plus Inc. 401(K) Plan-5$947,421$103,827$20,765iApproximate average salary by contribution assumption: employee only about $519,135 at 4% or $346,090 at 6%; with 50% employer match about $346,090 at 4% or $230,727 at 6%; with 100% employer match about $259,568 at 4% or $173,045 at 6%.
202226$1,885,585$218,656$36,443iApproximate average salary by contribution assumption: employee only about $911,067 at 4% or $607,378 at 6%; with 50% employer match about $607,378 at 4% or $404,919 at 6%; with 100% employer match about $455,533 at 4% or $303,689 at 6%.
United Plus Inc. Cash Balance Plan-5$1,142,290$107,602$21,520iApproximate average salary by contribution assumption: employee only about $538,010 at 4% or $358,673 at 6%; with 50% employer match about $358,673 at 4% or $239,116 at 6%; with 100% employer match about $269,005 at 4% or $179,337 at 6%.
United Plus Inc. 401(K) Plan-6$743,295$111,054$18,509iApproximate average salary by contribution assumption: employee only about $462,725 at 4% or $308,483 at 6%; with 50% employer match about $308,483 at 4% or $205,656 at 6%; with 100% employer match about $231,363 at 4% or $154,242 at 6%.
202126$1,906,104$205,135$34,189iApproximate average salary by contribution assumption: employee only about $854,729 at 4% or $569,819 at 6%; with 50% employer match about $569,819 at 4% or $379,880 at 6%; with 100% employer match about $427,365 at 4% or $284,910 at 6%.
United Plus Inc. Cash Balance Plan-5$1,161,822$106,485$21,297iApproximate average salary by contribution assumption: employee only about $532,425 at 4% or $354,950 at 6%; with 50% employer match about $354,950 at 4% or $236,633 at 6%; with 100% employer match about $266,213 at 4% or $177,475 at 6%.
United Plus Inc. 401(K) Plan-6$744,282$98,650$16,442iApproximate average salary by contribution assumption: employee only about $411,042 at 4% or $274,028 at 6%; with 50% employer match about $274,028 at 4% or $182,685 at 6%; with 100% employer match about $205,521 at 4% or $137,014 at 6%.
202025$1,518,032$195,890$39,178iApproximate average salary by contribution assumption: employee only about $979,450 at 4% or $652,967 at 6%; with 50% employer match about $652,967 at 4% or $435,311 at 6%; with 100% employer match about $489,725 at 4% or $326,483 at 6%.
United Plus Inc. Cash Balance Plan-4$942,268$112,624$28,156iApproximate average salary by contribution assumption: employee only about $703,900 at 4% or $469,267 at 6%; with 50% employer match about $469,267 at 4% or $312,844 at 6%; with 100% employer match about $351,950 at 4% or $234,633 at 6%.
United Plus Inc. 401(K) Plan-5$575,764$83,266$16,653iApproximate average salary by contribution assumption: employee only about $416,330 at 4% or $277,553 at 6%; with 50% employer match about $277,553 at 4% or $185,036 at 6%; with 100% employer match about $208,165 at 4% or $138,777 at 6%.
201924$1,209,274$276,747$69,187iApproximate average salary by contribution assumption: employee only about $1,729,669 at 4% or $1,153,113 at 6%; with 50% employer match about $1,153,113 at 4% or $768,742 at 6%; with 100% employer match about $864,834 at 4% or $576,556 at 6%.
United Plus Inc. Cash Balance Plan-4$784,117$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
United Plus Inc. 401(K) Plan-4$425,157$76,747$19,187iApproximate average salary by contribution assumption: employee only about $479,669 at 4% or $319,779 at 6%; with 50% employer match about $319,779 at 4% or $213,186 at 6%; with 100% employer match about $239,834 at 4% or $159,890 at 6%.
201824$800,726$205,278$51,320iApproximate average salary by contribution assumption: employee only about $1,282,988 at 4% or $855,325 at 6%; with 50% employer match about $855,325 at 4% or $570,217 at 6%; with 100% employer match about $641,494 at 4% or $427,663 at 6%.
United Plus Inc. Cash Balance Plan-4$512,530$134,287$33,572iApproximate average salary by contribution assumption: employee only about $839,294 at 4% or $559,529 at 6%; with 50% employer match about $559,529 at 4% or $373,019 at 6%; with 100% employer match about $419,647 at 4% or $279,765 at 6%.
United Plus Inc. 401(K) Plan-4$288,196$70,991$17,748iApproximate average salary by contribution assumption: employee only about $443,694 at 4% or $295,796 at 6%; with 50% employer match about $295,796 at 4% or $197,197 at 6%; with 100% employer match about $221,847 at 4% or $147,898 at 6%.
201724$622,609$219,409$54,852iApproximate average salary by contribution assumption: employee only about $1,371,306 at 4% or $914,204 at 6%; with 50% employer match about $914,204 at 4% or $609,469 at 6%; with 100% employer match about $685,653 at 4% or $457,102 at 6%.
United Plus Inc. Cash Balance Plan-4$393,113$147,780$36,945iApproximate average salary by contribution assumption: employee only about $923,625 at 4% or $615,750 at 6%; with 50% employer match about $615,750 at 4% or $410,500 at 6%; with 100% employer match about $461,813 at 4% or $307,875 at 6%.
United Plus Inc. 401(K) Plan-4$229,496$71,629$17,907iApproximate average salary by contribution assumption: employee only about $447,681 at 4% or $298,454 at 6%; with 50% employer match about $298,454 at 4% or $198,969 at 6%; with 100% employer match about $223,841 at 4% or $149,227 at 6%.
201624$363,286$164,228$41,057iApproximate average salary by contribution assumption: employee only about $1,026,425 at 4% or $684,283 at 6%; with 50% employer match about $684,283 at 4% or $456,189 at 6%; with 100% employer match about $513,213 at 4% or $342,142 at 6%.
United Plus Inc. Cash Balance Plan-4$227,742$95,118$23,780iApproximate average salary by contribution assumption: employee only about $594,488 at 4% or $396,325 at 6%; with 50% employer match about $396,325 at 4% or $264,217 at 6%; with 100% employer match about $297,244 at 4% or $198,163 at 6%.
United Plus Inc. 401(K) Plan-4$135,544$69,110$17,278iApproximate average salary by contribution assumption: employee only about $431,938 at 4% or $287,958 at 6%; with 50% employer match about $287,958 at 4% or $191,972 at 6%; with 100% employer match about $215,969 at 4% or $143,979 at 6%.
201524$183,576$183,576$45,894iApproximate average salary by contribution assumption: employee only about $1,147,350 at 4% or $764,900 at 6%; with 50% employer match about $764,900 at 4% or $509,933 at 6%; with 100% employer match about $573,675 at 4% or $382,450 at 6%.
United Plus Inc. Cash Balance Plan-4$125,788$125,788$31,447iApproximate average salary by contribution assumption: employee only about $786,175 at 4% or $524,117 at 6%; with 50% employer match about $524,117 at 4% or $349,411 at 6%; with 100% employer match about $393,088 at 4% or $262,058 at 6%.
United Plus Inc. 401(K) Plan-2$57,788$57,788$28,894iApproximate average salary by contribution assumption: employee only about $722,350 at 4% or $481,567 at 6%; with 50% employer match about $481,567 at 4% or $321,044 at 6%; with 100% employer match about $361,175 at 4% or $240,783 at 6%.
United Plus Inc. | EIN 75-3009978 | 2025 Form 5500 Company Profile