Civic Intelligence

Cocores Holdings LLC DBA Ufinancial Group

Plan context: Ufinancial Employees 401(K) Plan

EIN 82-2487164 • 12 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

143

2024 Assets

$8,245,220

2024 Contributions

$864,846

Historical Graphs

Total Assets Over Time

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

$8,245,220$4,122,610$0201820212024YearValue
$8,245,220Latest year 2024

Participants Over Time

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

143720201820212024YearValue
143Latest 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
20242143$8,245,220$864,846$6,048iApproximate average salary by contribution assumption: employee only about $151,197 at 4% or $100,798 at 6%; with 50% employer match about $100,798 at 4% or $67,199 at 6%; with 100% employer match about $75,598 at 4% or $50,399 at 6%.
Ufinancial Employees 401(K) Plan-123$8,245,220$864,846$7,031iApproximate average salary by contribution assumption: employee only about $175,782 at 4% or $117,188 at 6%; with 50% employer match about $117,188 at 4% or $78,125 at 6%; with 100% employer match about $87,891 at 4% or $58,594 at 6%.
Cocores Holdings LLC DBA Ufinancial Group Wrap Plan-143---
20232136$7,449,535$780,030$5,736iApproximate average salary by contribution assumption: employee only about $143,388 at 4% or $95,592 at 6%; with 50% employer match about $95,592 at 4% or $63,728 at 6%; with 100% employer match about $71,694 at 4% or $47,796 at 6%.
Ufinancial Employees 401(K) Plan-112$7,449,535$780,030$6,965iApproximate average salary by contribution assumption: employee only about $174,114 at 4% or $116,076 at 6%; with 50% employer match about $116,076 at 4% or $77,384 at 6%; with 100% employer match about $87,057 at 4% or $58,038 at 6%.
Cocores Holdings LLC DBA Ufinancial Group Wrap Plan-136---
20222125$6,118,805$692,116$5,537iApproximate average salary by contribution assumption: employee only about $138,423 at 4% or $92,282 at 6%; with 50% employer match about $92,282 at 4% or $61,521 at 6%; with 100% employer match about $69,212 at 4% or $46,141 at 6%.
Ufinancial Employees 401(K) Plan-95$6,118,805$692,116$7,285iApproximate average salary by contribution assumption: employee only about $182,136 at 4% or $121,424 at 6%; with 50% employer match about $121,424 at 4% or $80,949 at 6%; with 100% employer match about $91,068 at 4% or $60,712 at 6%.
Cocores Holdings LLC DBA Ufinancial Group Wrap Plan-125---
20212123$6,992,852$537,637$4,371iApproximate average salary by contribution assumption: employee only about $109,276 at 4% or $72,851 at 6%; with 50% employer match about $72,851 at 4% or $48,567 at 6%; with 100% employer match about $54,638 at 4% or $36,425 at 6%.
Ufinancial Employees 401(K) Plan-88$6,992,852$537,637$6,110iApproximate average salary by contribution assumption: employee only about $152,738 at 4% or $101,825 at 6%; with 50% employer match about $101,825 at 4% or $67,883 at 6%; with 100% employer match about $76,369 at 4% or $50,913 at 6%.
Cocores Holdings LLC DBA Ufinancial Group Wrap Plan-123---
20202104$6,612,191$577,649$5,554iApproximate average salary by contribution assumption: employee only about $138,858 at 4% or $92,572 at 6%; with 50% employer match about $92,572 at 4% or $61,715 at 6%; with 100% employer match about $69,429 at 4% or $46,286 at 6%.
Ufinancial Employees 401(K) Plan-104$6,612,191$577,649$5,554iApproximate average salary by contribution assumption: employee only about $138,858 at 4% or $92,572 at 6%; with 50% employer match about $92,572 at 4% or $61,715 at 6%; with 100% employer match about $69,429 at 4% or $46,286 at 6%.
Cocores Holdings LLC DBA Ufinancial Group Wrap Plan-104---
2019199$5,371,620$446,969$4,515iApproximate average salary by contribution assumption: employee only about $112,871 at 4% or $75,247 at 6%; with 50% employer match about $75,247 at 4% or $50,165 at 6%; with 100% employer match about $56,435 at 4% or $37,624 at 6%.
Ufinancial Employees 401(K) Plan-99$5,371,620$446,969$4,515iApproximate average salary by contribution assumption: employee only about $112,871 at 4% or $75,247 at 6%; with 50% employer match about $75,247 at 4% or $50,165 at 6%; with 100% employer match about $56,435 at 4% or $37,624 at 6%.
20181103$4,426,764$402,343$3,906iApproximate average salary by contribution assumption: employee only about $97,656 at 4% or $65,104 at 6%; with 50% employer match about $65,104 at 4% or $43,403 at 6%; with 100% employer match about $48,828 at 4% or $32,552 at 6%.
Ufinancial Employees 401(K) Plan-103$4,426,764$402,343$3,906iApproximate average salary by contribution assumption: employee only about $97,656 at 4% or $65,104 at 6%; with 50% employer match about $65,104 at 4% or $43,403 at 6%; with 100% employer match about $48,828 at 4% or $32,552 at 6%.