Civic Intelligence

Underwood and Son LLC

Plan context: Underwood Ranches 401K Plan & Trust

EIN 77-0471781 • Camarillo, CA • 16 filings • 5 plans

4098 Calle Tesoro Unit ACamarillo, CA 93012
Current Snapshot

Latest Year

2012

2012 Participants

54

2012 Assets

$3,079,938

2012 Contributions

$167,488

Historical Graphs

Total Assets Over Time

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

$3,079,938$1,539,969$0200020072012YearValue
$3,079,938Latest year 2012

Participants Over Time

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

54270200020062012YearValue
54Latest year 2012

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
2012154$3,079,938$167,488$3,102iApproximate average salary by contribution assumption: employee only about $77,541 at 4% or $51,694 at 6%; with 50% employer match about $51,694 at 4% or $34,463 at 6%; with 100% employer match about $38,770 at 4% or $25,847 at 6%.
Underwood Ranches 401K Plan & Trust-54$3,079,938$167,488$3,102iApproximate average salary by contribution assumption: employee only about $77,541 at 4% or $51,694 at 6%; with 50% employer match about $51,694 at 4% or $34,463 at 6%; with 100% employer match about $38,770 at 4% or $25,847 at 6%.
2011144$2,551,479$140,732$3,198iApproximate average salary by contribution assumption: employee only about $79,961 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,538 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
Underwood Ranches 401K Plan & Trust-44$2,551,479$140,732$3,198iApproximate average salary by contribution assumption: employee only about $79,961 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,538 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
2010146$2,567,482$138,549$3,012iApproximate average salary by contribution assumption: employee only about $75,298 at 4% or $50,199 at 6%; with 50% employer match about $50,199 at 4% or $33,466 at 6%; with 100% employer match about $37,649 at 4% or $25,099 at 6%.
Underwood Ranches 401K Plan & Trust-46$2,567,482$138,549$3,012iApproximate average salary by contribution assumption: employee only about $75,298 at 4% or $50,199 at 6%; with 50% employer match about $50,199 at 4% or $33,466 at 6%; with 100% employer match about $37,649 at 4% or $25,099 at 6%.
2009149$2,211,473$147,851$3,017iApproximate average salary by contribution assumption: employee only about $75,434 at 4% or $50,289 at 6%; with 50% employer match about $50,289 at 4% or $33,526 at 6%; with 100% employer match about $37,717 at 4% or $25,145 at 6%.
Underwood Ranches 401K Plan & Trust-49$2,211,473$147,851$3,017iApproximate average salary by contribution assumption: employee only about $75,434 at 4% or $50,289 at 6%; with 50% employer match about $50,289 at 4% or $33,526 at 6%; with 100% employer match about $37,717 at 4% or $25,145 at 6%.
2008229$1,594,289$164,639$5,677iApproximate average salary by contribution assumption: employee only about $141,930 at 4% or $94,620 at 6%; with 50% employer match about $94,620 at 4% or $63,080 at 6%; with 100% employer match about $70,965 at 4% or $47,310 at 6%.
Underwood Ranches 401K Plan & Trust-29$1,594,289$155,838$5,374iApproximate average salary by contribution assumption: employee only about $134,343 at 4% or $89,562 at 6%; with 50% employer match about $89,562 at 4% or $59,708 at 6%; with 100% employer match about $67,172 at 4% or $44,781 at 6%.
Underwood and Son Advantageplus Health Plan-0-$8,801-
2007230$2,259,301$176,487$5,883iApproximate average salary by contribution assumption: employee only about $147,073 at 4% or $98,048 at 6%; with 50% employer match about $98,048 at 4% or $65,366 at 6%; with 100% employer match about $73,536 at 4% or $49,024 at 6%.
Underwood Ranches 401K Plan & Trust-30$2,252,472$155,678$5,189iApproximate average salary by contribution assumption: employee only about $129,732 at 4% or $86,488 at 6%; with 50% employer match about $86,488 at 4% or $57,659 at 6%; with 100% employer match about $64,866 at 4% or $43,244 at 6%.
Underwood and Son Advantageplus Health Plan-12$6,829$20,809$1,734iApproximate average salary by contribution assumption: employee only about $43,352 at 4% or $28,901 at 6%; with 50% employer match about $28,901 at 4% or $19,268 at 6%; with 100% employer match about $21,676 at 4% or $14,451 at 6%.
2006229$2,050,667$148,052$5,105iApproximate average salary by contribution assumption: employee only about $127,631 at 4% or $85,087 at 6%; with 50% employer match about $85,087 at 4% or $56,725 at 6%; with 100% employer match about $63,816 at 4% or $42,544 at 6%.
Underwood Ranches 401K Plan & Trust-29$2,045,858$137,247$4,733iApproximate average salary by contribution assumption: employee only about $118,316 at 4% or $78,878 at 6%; with 50% employer match about $78,878 at 4% or $52,585 at 6%; with 100% employer match about $59,158 at 4% or $39,439 at 6%.
Underwood and Son Advantageplus Health Plan-12$4,809$10,805$900iApproximate average salary by contribution assumption: employee only about $22,510 at 4% or $15,007 at 6%; with 50% employer match about $15,007 at 4% or $10,005 at 6%; with 100% employer match about $11,255 at 4% or $7,503 at 6%.
2005132$1,630,931$141,087$4,409iApproximate average salary by contribution assumption: employee only about $110,224 at 4% or $73,483 at 6%; with 50% employer match about $73,483 at 4% or $48,989 at 6%; with 100% employer match about $55,112 at 4% or $36,741 at 6%.
Underwood Ranches 401K Plan & Trust-32$1,630,931$141,087$4,409iApproximate average salary by contribution assumption: employee only about $110,224 at 4% or $73,483 at 6%; with 50% employer match about $73,483 at 4% or $48,989 at 6%; with 100% employer match about $55,112 at 4% or $36,741 at 6%.
2004132$1,410,207$112,915$3,529iApproximate average salary by contribution assumption: employee only about $88,215 at 4% or $58,810 at 6%; with 50% employer match about $58,810 at 4% or $39,207 at 6%; with 100% employer match about $44,107 at 4% or $29,405 at 6%.
Underwood Ranches 401K Plan & Trust-32$1,410,207$112,915$3,529iApproximate average salary by contribution assumption: employee only about $88,215 at 4% or $58,810 at 6%; with 50% employer match about $58,810 at 4% or $39,207 at 6%; with 100% employer match about $44,107 at 4% or $29,405 at 6%.
2003133$1,189,139$109,540$3,319iApproximate average salary by contribution assumption: employee only about $82,985 at 4% or $55,323 at 6%; with 50% employer match about $55,323 at 4% or $36,882 at 6%; with 100% employer match about $41,492 at 4% or $27,662 at 6%.
Underwood Ranches 401K Plan & Trust-33$1,189,139$109,540$3,319iApproximate average salary by contribution assumption: employee only about $82,985 at 4% or $55,323 at 6%; with 50% employer match about $55,323 at 4% or $36,882 at 6%; with 100% employer match about $41,492 at 4% or $27,662 at 6%.
2002133$900,875$129,686$3,930iApproximate average salary by contribution assumption: employee only about $98,247 at 4% or $65,498 at 6%; with 50% employer match about $65,498 at 4% or $43,665 at 6%; with 100% employer match about $49,123 at 4% or $32,749 at 6%.
Underwood Ranches 401K Plan & Trust-33$900,875$129,686$3,930iApproximate average salary by contribution assumption: employee only about $98,247 at 4% or $65,498 at 6%; with 50% employer match about $65,498 at 4% or $43,665 at 6%; with 100% employer match about $49,123 at 4% or $32,749 at 6%.
2001136$0$0-
Underwood Ranches 401K Plan & Trust-36---
2000141$961,274$76,202$1,859iApproximate average salary by contribution assumption: employee only about $46,465 at 4% or $30,976 at 6%; with 50% employer match about $30,976 at 4% or $20,651 at 6%; with 100% employer match about $23,232 at 4% or $15,488 at 6%.
Underwood Ranches 401K Plan & Trust-41$961,274$76,202$1,859iApproximate average salary by contribution assumption: employee only about $46,465 at 4% or $30,976 at 6%; with 50% employer match about $30,976 at 4% or $20,651 at 6%; with 100% employer match about $23,232 at 4% or $15,488 at 6%.