Civic Intelligence

Universal Management LLC

Plan context: Universal Management LLC 401(K) Plan

EIN 80-0155132 • Newton, MA • 11 filings • 1 plans

154 Wells AveNewton, MA 02459
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$612,719

2024 Contributions

$72,565

Historical Graphs

Total Assets Over Time

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

$683,288$341,644$0201420192024YearValue
$612,719Latest year 2024

Participants Over Time

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

1680201420192024YearValue
10Latest 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
2024110$612,719$72,565$7,257iApproximate average salary by contribution assumption: employee only about $181,413 at 4% or $120,942 at 6%; with 50% employer match about $120,942 at 4% or $80,628 at 6%; with 100% employer match about $90,706 at 4% or $60,471 at 6%.
Universal Management LLC 401(K) Plan-10$612,719$72,565$7,257iApproximate average salary by contribution assumption: employee only about $181,413 at 4% or $120,942 at 6%; with 50% employer match about $120,942 at 4% or $80,628 at 6%; with 100% employer match about $90,706 at 4% or $60,471 at 6%.
2023111$468,243$68,610$6,237iApproximate average salary by contribution assumption: employee only about $155,932 at 4% or $103,955 at 6%; with 50% employer match about $103,955 at 4% or $69,303 at 6%; with 100% employer match about $77,966 at 4% or $51,977 at 6%.
Universal Management LLC 401(K) Plan-11$468,243$68,610$6,237iApproximate average salary by contribution assumption: employee only about $155,932 at 4% or $103,955 at 6%; with 50% employer match about $103,955 at 4% or $69,303 at 6%; with 100% employer match about $77,966 at 4% or $51,977 at 6%.
2022111$627,580$69,921$6,356iApproximate average salary by contribution assumption: employee only about $158,911 at 4% or $105,941 at 6%; with 50% employer match about $105,941 at 4% or $70,627 at 6%; with 100% employer match about $79,456 at 4% or $52,970 at 6%.
Universal Management LLC 401(K) Plan-11$627,580$69,921$6,356iApproximate average salary by contribution assumption: employee only about $158,911 at 4% or $105,941 at 6%; with 50% employer match about $105,941 at 4% or $70,627 at 6%; with 100% employer match about $79,456 at 4% or $52,970 at 6%.
2021116$683,288$78,897$4,931iApproximate average salary by contribution assumption: employee only about $123,277 at 4% or $82,184 at 6%; with 50% employer match about $82,184 at 4% or $54,790 at 6%; with 100% employer match about $61,638 at 4% or $41,092 at 6%.
Universal Management LLC 401(K) Plan-16$683,288$78,897$4,931iApproximate average salary by contribution assumption: employee only about $123,277 at 4% or $82,184 at 6%; with 50% employer match about $82,184 at 4% or $54,790 at 6%; with 100% employer match about $61,638 at 4% or $41,092 at 6%.
2020114$625,743$109,385$7,813iApproximate average salary by contribution assumption: employee only about $195,330 at 4% or $130,220 at 6%; with 50% employer match about $130,220 at 4% or $86,813 at 6%; with 100% employer match about $97,665 at 4% or $65,110 at 6%.
Universal Management LLC 401(K) Plan-14$625,743$109,385$7,813iApproximate average salary by contribution assumption: employee only about $195,330 at 4% or $130,220 at 6%; with 50% employer match about $130,220 at 4% or $86,813 at 6%; with 100% employer match about $97,665 at 4% or $65,110 at 6%.
2019116$672,923$112,760$7,048iApproximate average salary by contribution assumption: employee only about $176,188 at 4% or $117,458 at 6%; with 50% employer match about $117,458 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,729 at 6%.
Universal Management LLC 401(K) Plan-16$672,923$112,760$7,048iApproximate average salary by contribution assumption: employee only about $176,188 at 4% or $117,458 at 6%; with 50% employer match about $117,458 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,729 at 6%.
2018116$551,051$105,097$6,569iApproximate average salary by contribution assumption: employee only about $164,214 at 4% or $109,476 at 6%; with 50% employer match about $109,476 at 4% or $72,984 at 6%; with 100% employer match about $82,107 at 4% or $54,738 at 6%.
Universal Management LLC 401(K) Plan-16$551,051$105,097$6,569iApproximate average salary by contribution assumption: employee only about $164,214 at 4% or $109,476 at 6%; with 50% employer match about $109,476 at 4% or $72,984 at 6%; with 100% employer match about $82,107 at 4% or $54,738 at 6%.
2017115$503,287$131,302$8,753iApproximate average salary by contribution assumption: employee only about $218,837 at 4% or $145,891 at 6%; with 50% employer match about $145,891 at 4% or $97,261 at 6%; with 100% employer match about $109,418 at 4% or $72,946 at 6%.
Universal Management LLC 401(K) Plan-15$503,287$131,302$8,753iApproximate average salary by contribution assumption: employee only about $218,837 at 4% or $145,891 at 6%; with 50% employer match about $145,891 at 4% or $97,261 at 6%; with 100% employer match about $109,418 at 4% or $72,946 at 6%.
2016116$329,566$134,112$8,382iApproximate average salary by contribution assumption: employee only about $209,550 at 4% or $139,700 at 6%; with 50% employer match about $139,700 at 4% or $93,133 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%.
Universal Management LLC 401(K) Plan-16$329,566$134,112$8,382iApproximate average salary by contribution assumption: employee only about $209,550 at 4% or $139,700 at 6%; with 50% employer match about $139,700 at 4% or $93,133 at 6%; with 100% employer match about $104,775 at 4% or $69,850 at 6%.
2015115$172,895$98,024$6,535iApproximate average salary by contribution assumption: employee only about $163,373 at 4% or $108,916 at 6%; with 50% employer match about $108,916 at 4% or $72,610 at 6%; with 100% employer match about $81,687 at 4% or $54,458 at 6%.
Universal Management LLC 401(K) Plan-15$172,895$98,024$6,535iApproximate average salary by contribution assumption: employee only about $163,373 at 4% or $108,916 at 6%; with 50% employer match about $108,916 at 4% or $72,610 at 6%; with 100% employer match about $81,687 at 4% or $54,458 at 6%.
2014114$87,347$86,784$6,199iApproximate average salary by contribution assumption: employee only about $154,971 at 4% or $103,314 at 6%; with 50% employer match about $103,314 at 4% or $68,876 at 6%; with 100% employer match about $77,486 at 4% or $51,657 at 6%.
Universal Management LLC 401(K) Plan-14$87,347$86,784$6,199iApproximate average salary by contribution assumption: employee only about $154,971 at 4% or $103,314 at 6%; with 50% employer match about $103,314 at 4% or $68,876 at 6%; with 100% employer match about $77,486 at 4% or $51,657 at 6%.