Umergence Financial Inc.
Plan context: Umergence Financial Inc 401(K) Profit Sharing Plan
EIN 81-3415858 • East Berlin, CT • 7 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$146,206
2022 Contributions
$5,900
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Umergence Financial Inc 401(K) Profit Sharing Plan | - | 0 | - | - | - |
| 2021 | 1 | 2 | $146,206 | $0 | - |
| Umergence Financial Inc 401(K) Profit Sharing Plan | - | 2 | $146,206 | - | - |
| 2020 | 1 | 2 | $146,240 | $0 | - |
| Umergence Financial Inc 401(K) Profit Sharing Plan | - | 2 | $146,240 | - | - |
| 2019 | 1 | 2 | $145,747 | $0 | - |
| Umergence Financial Inc 401(K) Profit Sharing Plan | - | 2 | $145,747 | - | - |
| 2018 | 1 | 2 | $145,401 | $5,900 | $2,950iApproximate average salary by contribution assumption: employee only about $73,750 at 4% or $49,167 at 6%; with 50% employer match about $49,167 at 4% or $32,778 at 6%; with 100% employer match about $36,875 at 4% or $24,583 at 6%. |
| Umergence Financial Inc 401(K) Profit Sharing Plan | - | 2 | $145,401 | $5,900 | $2,950iApproximate average salary by contribution assumption: employee only about $73,750 at 4% or $49,167 at 6%; with 50% employer match about $49,167 at 4% or $32,778 at 6%; with 100% employer match about $36,875 at 4% or $24,583 at 6%. |
| 2017 | 1 | 2 | $146,505 | $39,270 | $19,635iApproximate average salary by contribution assumption: employee only about $490,875 at 4% or $327,250 at 6%; with 50% employer match about $327,250 at 4% or $218,167 at 6%; with 100% employer match about $245,438 at 4% or $163,625 at 6%. |
| Umergence Financial Inc 401(K) Profit Sharing Plan | - | 2 | $146,505 | $39,270 | $19,635iApproximate average salary by contribution assumption: employee only about $490,875 at 4% or $327,250 at 6%; with 50% employer match about $327,250 at 4% or $218,167 at 6%; with 100% employer match about $245,438 at 4% or $163,625 at 6%. |
| 2016 | 1 | 1 | $107,034 | $104,035 | $104,035iApproximate average salary by contribution assumption: employee only about $2,600,875 at 4% or $1,733,917 at 6%; with 50% employer match about $1,733,917 at 4% or $1,155,944 at 6%; with 100% employer match about $1,300,438 at 4% or $866,958 at 6%. |
| Umergence Financial Inc 401(K) Profit Sharing Plan | - | 1 | $107,034 | $104,035 | $104,035iApproximate average salary by contribution assumption: employee only about $2,600,875 at 4% or $1,733,917 at 6%; with 50% employer match about $1,733,917 at 4% or $1,155,944 at 6%; with 100% employer match about $1,300,438 at 4% or $866,958 at 6%. |