Civic Intelligence

Ugrin, Alexander, Zadick & Higgins PC

Plan context: Ugrin Alexander Zadick 401(K) Retirement Plan

EIN 81-0446529 • Great Falls, MT • 32 filings • 6 plans

PO Box 1746Great Falls, MT 59403
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$7,628,836

2025 Contributions

$219,181

Historical Graphs

Total Assets Over Time

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

$8,225,088$4,112,544$0199920122025YearValue
$7,628,836Latest year 2025

Participants Over Time

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

24120199920122025YearValue
12Latest 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
2025112$7,628,836$219,181$18,265iApproximate average salary by contribution assumption: employee only about $456,627 at 4% or $304,418 at 6%; with 50% employer match about $304,418 at 4% or $202,945 at 6%; with 100% employer match about $228,314 at 4% or $152,209 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-12$7,628,836$219,181$18,265iApproximate average salary by contribution assumption: employee only about $456,627 at 4% or $304,418 at 6%; with 50% employer match about $304,418 at 4% or $202,945 at 6%; with 100% employer match about $228,314 at 4% or $152,209 at 6%.
2024111$6,528,825$193,119$17,556iApproximate average salary by contribution assumption: employee only about $438,907 at 4% or $292,605 at 6%; with 50% employer match about $292,605 at 4% or $195,070 at 6%; with 100% employer match about $219,453 at 4% or $146,302 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-11$6,528,825$193,119$17,556iApproximate average salary by contribution assumption: employee only about $438,907 at 4% or $292,605 at 6%; with 50% employer match about $292,605 at 4% or $195,070 at 6%; with 100% employer match about $219,453 at 4% or $146,302 at 6%.
2023113$6,426,289$164,730$12,672iApproximate average salary by contribution assumption: employee only about $316,788 at 4% or $211,192 at 6%; with 50% employer match about $211,192 at 4% or $140,795 at 6%; with 100% employer match about $158,394 at 4% or $105,596 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-13$6,426,289$164,730$12,672iApproximate average salary by contribution assumption: employee only about $316,788 at 4% or $211,192 at 6%; with 50% employer match about $211,192 at 4% or $140,795 at 6%; with 100% employer match about $158,394 at 4% or $105,596 at 6%.
2022113$5,245,310$194,798$14,984iApproximate average salary by contribution assumption: employee only about $374,612 at 4% or $249,741 at 6%; with 50% employer match about $249,741 at 4% or $166,494 at 6%; with 100% employer match about $187,306 at 4% or $124,871 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-13$5,245,310$194,798$14,984iApproximate average salary by contribution assumption: employee only about $374,612 at 4% or $249,741 at 6%; with 50% employer match about $249,741 at 4% or $166,494 at 6%; with 100% employer match about $187,306 at 4% or $124,871 at 6%.
2021113$6,148,164$135,371$10,413iApproximate average salary by contribution assumption: employee only about $260,329 at 4% or $173,553 at 6%; with 50% employer match about $173,553 at 4% or $115,702 at 6%; with 100% employer match about $130,164 at 4% or $86,776 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-13$6,148,164$135,371$10,413iApproximate average salary by contribution assumption: employee only about $260,329 at 4% or $173,553 at 6%; with 50% employer match about $173,553 at 4% or $115,702 at 6%; with 100% employer match about $130,164 at 4% or $86,776 at 6%.
2020115$5,738,911$121,411$8,094iApproximate average salary by contribution assumption: employee only about $202,352 at 4% or $134,901 at 6%; with 50% employer match about $134,901 at 4% or $89,934 at 6%; with 100% employer match about $101,176 at 4% or $67,451 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-15$5,738,911$121,411$8,094iApproximate average salary by contribution assumption: employee only about $202,352 at 4% or $134,901 at 6%; with 50% employer match about $134,901 at 4% or $89,934 at 6%; with 100% employer match about $101,176 at 4% or $67,451 at 6%.
2019116$5,056,056$120,743$7,546iApproximate average salary by contribution assumption: employee only about $188,661 at 4% or $125,774 at 6%; with 50% employer match about $125,774 at 4% or $83,849 at 6%; with 100% employer match about $94,330 at 4% or $62,887 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-16$5,056,056$120,743$7,546iApproximate average salary by contribution assumption: employee only about $188,661 at 4% or $125,774 at 6%; with 50% employer match about $125,774 at 4% or $83,849 at 6%; with 100% employer match about $94,330 at 4% or $62,887 at 6%.
2018120$4,224,139$151,467$7,573iApproximate average salary by contribution assumption: employee only about $189,334 at 4% or $126,223 at 6%; with 50% employer match about $126,223 at 4% or $84,148 at 6%; with 100% employer match about $94,667 at 4% or $63,111 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-20$4,224,139$151,467$7,573iApproximate average salary by contribution assumption: employee only about $189,334 at 4% or $126,223 at 6%; with 50% employer match about $126,223 at 4% or $84,148 at 6%; with 100% employer match about $94,667 at 4% or $63,111 at 6%.
2017124$5,483,344$203,481$8,478iApproximate average salary by contribution assumption: employee only about $211,959 at 4% or $141,306 at 6%; with 50% employer match about $141,306 at 4% or $94,204 at 6%; with 100% employer match about $105,980 at 4% or $70,653 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-24$5,483,344$203,481$8,478iApproximate average salary by contribution assumption: employee only about $211,959 at 4% or $141,306 at 6%; with 50% employer match about $141,306 at 4% or $94,204 at 6%; with 100% employer match about $105,980 at 4% or $70,653 at 6%.
2016124$5,937,935$188,898$7,871iApproximate average salary by contribution assumption: employee only about $196,769 at 4% or $131,179 at 6%; with 50% employer match about $131,179 at 4% or $87,453 at 6%; with 100% employer match about $98,384 at 4% or $65,590 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-24$5,937,935$188,898$7,871iApproximate average salary by contribution assumption: employee only about $196,769 at 4% or $131,179 at 6%; with 50% employer match about $131,179 at 4% or $87,453 at 6%; with 100% employer match about $98,384 at 4% or $65,590 at 6%.
2015122$5,313,972$265,646$12,075iApproximate average salary by contribution assumption: employee only about $301,870 at 4% or $201,247 at 6%; with 50% employer match about $201,247 at 4% or $134,165 at 6%; with 100% employer match about $150,935 at 4% or $100,623 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-22$5,313,972$265,646$12,075iApproximate average salary by contribution assumption: employee only about $301,870 at 4% or $201,247 at 6%; with 50% employer match about $201,247 at 4% or $134,165 at 6%; with 100% employer match about $150,935 at 4% or $100,623 at 6%.
2014123$5,270,247$233,567$10,155iApproximate average salary by contribution assumption: employee only about $253,877 at 4% or $169,251 at 6%; with 50% employer match about $169,251 at 4% or $112,834 at 6%; with 100% employer match about $126,939 at 4% or $84,626 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-23$5,270,247$233,567$10,155iApproximate average salary by contribution assumption: employee only about $253,877 at 4% or $169,251 at 6%; with 50% employer match about $169,251 at 4% or $112,834 at 6%; with 100% employer match about $126,939 at 4% or $84,626 at 6%.
2013123$4,952,762$303,763$13,207iApproximate average salary by contribution assumption: employee only about $330,177 at 4% or $220,118 at 6%; with 50% employer match about $220,118 at 4% or $146,745 at 6%; with 100% employer match about $165,089 at 4% or $110,059 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-23$4,952,762$303,763$13,207iApproximate average salary by contribution assumption: employee only about $330,177 at 4% or $220,118 at 6%; with 50% employer match about $220,118 at 4% or $146,745 at 6%; with 100% employer match about $165,089 at 4% or $110,059 at 6%.
2012122$4,034,835$268,145$12,188iApproximate average salary by contribution assumption: employee only about $304,710 at 4% or $203,140 at 6%; with 50% employer match about $203,140 at 4% or $135,427 at 6%; with 100% employer match about $152,355 at 4% or $101,570 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-22$4,034,835$268,145$12,188iApproximate average salary by contribution assumption: employee only about $304,710 at 4% or $203,140 at 6%; with 50% employer match about $203,140 at 4% or $135,427 at 6%; with 100% employer match about $152,355 at 4% or $101,570 at 6%.
2011222$6,787,008$544,728$24,760iApproximate average salary by contribution assumption: employee only about $619,009 at 4% or $412,673 at 6%; with 50% employer match about $412,673 at 4% or $275,115 at 6%; with 100% employer match about $309,505 at 4% or $206,336 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-22$3,393,504$272,364$12,380iApproximate average salary by contribution assumption: employee only about $309,505 at 4% or $206,336 at 6%; with 50% employer match about $206,336 at 4% or $137,558 at 6%; with 100% employer match about $154,752 at 4% or $103,168 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-22$3,393,504$272,364$12,380iApproximate average salary by contribution assumption: employee only about $309,505 at 4% or $206,336 at 6%; with 50% employer match about $206,336 at 4% or $137,558 at 6%; with 100% employer match about $154,752 at 4% or $103,168 at 6%.
2010220$8,225,088$807,974$40,399iApproximate average salary by contribution assumption: employee only about $1,009,967 at 4% or $673,312 at 6%; with 50% employer match about $673,312 at 4% or $448,874 at 6%; with 100% employer match about $504,984 at 4% or $336,656 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-20$4,112,544$403,987$20,199iApproximate average salary by contribution assumption: employee only about $504,984 at 4% or $336,656 at 6%; with 50% employer match about $336,656 at 4% or $224,437 at 6%; with 100% employer match about $252,492 at 4% or $168,328 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-20$4,112,544$403,987$20,199iApproximate average salary by contribution assumption: employee only about $504,984 at 4% or $336,656 at 6%; with 50% employer match about $336,656 at 4% or $224,437 at 6%; with 100% employer match about $252,492 at 4% or $168,328 at 6%.
2009220$6,488,380$455,958$22,798iApproximate average salary by contribution assumption: employee only about $569,948 at 4% or $379,965 at 6%; with 50% employer match about $379,965 at 4% or $253,310 at 6%; with 100% employer match about $284,974 at 4% or $189,983 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-20$3,244,190$227,979$11,399iApproximate average salary by contribution assumption: employee only about $284,974 at 4% or $189,983 at 6%; with 50% employer match about $189,983 at 4% or $126,655 at 6%; with 100% employer match about $142,487 at 4% or $94,991 at 6%.
Ugrin Alexander Zadick 401(K) Retirement Plan-20$3,244,190$227,979$11,399iApproximate average salary by contribution assumption: employee only about $284,974 at 4% or $189,983 at 6%; with 50% employer match about $189,983 at 4% or $126,655 at 6%; with 100% employer match about $142,487 at 4% or $94,991 at 6%.
2008218$2,364,718$276,942$15,386iApproximate average salary by contribution assumption: employee only about $384,642 at 4% or $256,428 at 6%; with 50% employer match about $256,428 at 4% or $170,952 at 6%; with 100% employer match about $192,321 at 4% or $128,214 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-18$2,364,718$241,074$13,393iApproximate average salary by contribution assumption: employee only about $334,825 at 4% or $223,217 at 6%; with 50% employer match about $223,217 at 4% or $148,811 at 6%; with 100% employer match about $167,413 at 4% or $111,608 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-0-$35,868-
2007119$3,114,390$237,525$12,501iApproximate average salary by contribution assumption: employee only about $312,533 at 4% or $208,355 at 6%; with 50% employer match about $208,355 at 4% or $138,904 at 6%; with 100% employer match about $156,266 at 4% or $104,178 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-19$3,114,390$237,525$12,501iApproximate average salary by contribution assumption: employee only about $312,533 at 4% or $208,355 at 6%; with 50% employer match about $208,355 at 4% or $138,904 at 6%; with 100% employer match about $156,266 at 4% or $104,178 at 6%.
2006117$2,751,196$205,749$12,103iApproximate average salary by contribution assumption: employee only about $302,572 at 4% or $201,715 at 6%; with 50% employer match about $201,715 at 4% or $134,476 at 6%; with 100% employer match about $151,286 at 4% or $100,857 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-17$2,751,196$205,749$12,103iApproximate average salary by contribution assumption: employee only about $302,572 at 4% or $201,715 at 6%; with 50% employer match about $201,715 at 4% or $134,476 at 6%; with 100% employer match about $151,286 at 4% or $100,857 at 6%.
2005119$2,750,529$208,463$10,972iApproximate average salary by contribution assumption: employee only about $274,293 at 4% or $182,862 at 6%; with 50% employer match about $182,862 at 4% or $121,908 at 6%; with 100% employer match about $137,147 at 4% or $91,431 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-19$2,750,529$208,463$10,972iApproximate average salary by contribution assumption: employee only about $274,293 at 4% or $182,862 at 6%; with 50% employer match about $182,862 at 4% or $121,908 at 6%; with 100% employer match about $137,147 at 4% or $91,431 at 6%.
2004116$3,893,998$195,470$12,217iApproximate average salary by contribution assumption: employee only about $305,422 at 4% or $203,615 at 6%; with 50% employer match about $203,615 at 4% or $135,743 at 6%; with 100% employer match about $152,711 at 4% or $101,807 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-16$3,893,998$195,470$12,217iApproximate average salary by contribution assumption: employee only about $305,422 at 4% or $203,615 at 6%; with 50% employer match about $203,615 at 4% or $135,743 at 6%; with 100% employer match about $152,711 at 4% or $101,807 at 6%.
2003117$3,489,550$172,347$10,138iApproximate average salary by contribution assumption: employee only about $253,451 at 4% or $168,968 at 6%; with 50% employer match about $168,968 at 4% or $112,645 at 6%; with 100% employer match about $126,726 at 4% or $84,484 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-17$3,489,550$172,347$10,138iApproximate average salary by contribution assumption: employee only about $253,451 at 4% or $168,968 at 6%; with 50% employer match about $168,968 at 4% or $112,645 at 6%; with 100% employer match about $126,726 at 4% or $84,484 at 6%.
2002118$2,883,472$133,514$7,417iApproximate average salary by contribution assumption: employee only about $185,436 at 4% or $123,624 at 6%; with 50% employer match about $123,624 at 4% or $82,416 at 6%; with 100% employer match about $92,718 at 4% or $61,812 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-18$2,883,472$133,514$7,417iApproximate average salary by contribution assumption: employee only about $185,436 at 4% or $123,624 at 6%; with 50% employer match about $123,624 at 4% or $82,416 at 6%; with 100% employer match about $92,718 at 4% or $61,812 at 6%.
2001113$3,170,575$126,167$9,705iApproximate average salary by contribution assumption: employee only about $242,629 at 4% or $161,753 at 6%; with 50% employer match about $161,753 at 4% or $107,835 at 6%; with 100% employer match about $121,314 at 4% or $80,876 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-13$3,170,575$126,167$9,705iApproximate average salary by contribution assumption: employee only about $242,629 at 4% or $161,753 at 6%; with 50% employer match about $161,753 at 4% or $107,835 at 6%; with 100% employer match about $121,314 at 4% or $80,876 at 6%.
2000113$3,179,786$177,879$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-13$3,179,786$177,879$13,683iApproximate average salary by contribution assumption: employee only about $342,075 at 4% or $228,050 at 6%; with 50% employer match about $228,050 at 4% or $152,033 at 6%; with 100% employer match about $171,038 at 4% or $114,025 at 6%.
1999215$3,095,376$22,746$1,516iApproximate average salary by contribution assumption: employee only about $37,910 at 4% or $25,273 at 6%; with 50% employer match about $25,273 at 4% or $16,849 at 6%; with 100% employer match about $18,955 at 4% or $12,637 at 6%.
Ugrin, Alexander, Zadick Profit Sharing Plan-15$3,093,689$12,746$850iApproximate average salary by contribution assumption: employee only about $21,243 at 4% or $14,162 at 6%; with 50% employer match about $14,162 at 4% or $9,441 at 6%; with 100% employer match about $10,622 at 4% or $7,081 at 6%.
Uazh Cafeteria Plan-0$1,687$10,000-