Civic Intelligence

Usi Holdings Inc.

Plan context: Usi Employee Stock Ownership Plan

EIN 82-4155907 • 7 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$10,567,400

2024 Contributions

$199,996

Historical Graphs

Total Assets Over Time

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

$10,567,400$5,283,700$0201820212024YearValue
$10,567,400Latest year 2024

Participants Over Time

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

24120201820212024YearValue
24Latest 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
2024124$10,567,400$199,996$8,333iApproximate average salary by contribution assumption: employee only about $208,329 at 4% or $138,886 at 6%; with 50% employer match about $138,886 at 4% or $92,591 at 6%; with 100% employer match about $104,165 at 4% or $69,443 at 6%.
Usi Employee Stock Ownership Plan-24$10,567,400$199,996$8,333iApproximate average salary by contribution assumption: employee only about $208,329 at 4% or $138,886 at 6%; with 50% employer match about $138,886 at 4% or $92,591 at 6%; with 100% employer match about $104,165 at 4% or $69,443 at 6%.
2023121$7,303,389$188,454$8,974iApproximate average salary by contribution assumption: employee only about $224,350 at 4% or $149,567 at 6%; with 50% employer match about $149,567 at 4% or $99,711 at 6%; with 100% employer match about $112,175 at 4% or $74,783 at 6%.
Usi Employee Stock Ownership Plan-21$7,303,389$188,454$8,974iApproximate average salary by contribution assumption: employee only about $224,350 at 4% or $149,567 at 6%; with 50% employer match about $149,567 at 4% or $99,711 at 6%; with 100% employer match about $112,175 at 4% or $74,783 at 6%.
2022119$4,924,511$188,454$9,919iApproximate average salary by contribution assumption: employee only about $247,966 at 4% or $165,311 at 6%; with 50% employer match about $165,311 at 4% or $110,207 at 6%; with 100% employer match about $123,983 at 4% or $82,655 at 6%.
Usi Employee Stock Ownership Plan-19$4,924,511$188,454$9,919iApproximate average salary by contribution assumption: employee only about $247,966 at 4% or $165,311 at 6%; with 50% employer match about $165,311 at 4% or $110,207 at 6%; with 100% employer match about $123,983 at 4% or $82,655 at 6%.
2021119$4,041,011$335,931$17,681iApproximate average salary by contribution assumption: employee only about $442,014 at 4% or $294,676 at 6%; with 50% employer match about $294,676 at 4% or $196,451 at 6%; with 100% employer match about $221,007 at 4% or $147,338 at 6%.
Usi Employee Stock Ownership Plan-19$4,041,011$335,931$17,681iApproximate average salary by contribution assumption: employee only about $442,014 at 4% or $294,676 at 6%; with 50% employer match about $294,676 at 4% or $196,451 at 6%; with 100% employer match about $221,007 at 4% or $147,338 at 6%.
2020118$2,673,500$188,454$10,470iApproximate average salary by contribution assumption: employee only about $261,742 at 4% or $174,494 at 6%; with 50% employer match about $174,494 at 4% or $116,330 at 6%; with 100% employer match about $130,871 at 4% or $87,247 at 6%.
Usi Employee Stock Ownership Plan-18$2,673,500$188,454$10,470iApproximate average salary by contribution assumption: employee only about $261,742 at 4% or $174,494 at 6%; with 50% employer match about $174,494 at 4% or $116,330 at 6%; with 100% employer match about $130,871 at 4% or $87,247 at 6%.
2019117$2,564,500$188,454$11,086iApproximate average salary by contribution assumption: employee only about $277,138 at 4% or $184,759 at 6%; with 50% employer match about $184,759 at 4% or $123,173 at 6%; with 100% employer match about $138,569 at 4% or $92,379 at 6%.
Usi Employee Stock Ownership Plan-17$2,564,500$188,454$11,086iApproximate average salary by contribution assumption: employee only about $277,138 at 4% or $184,759 at 6%; with 50% employer match about $184,759 at 4% or $123,173 at 6%; with 100% employer match about $138,569 at 4% or $92,379 at 6%.
2018115$302,000$188,454$12,564iApproximate average salary by contribution assumption: employee only about $314,090 at 4% or $209,393 at 6%; with 50% employer match about $209,393 at 4% or $139,596 at 6%; with 100% employer match about $157,045 at 4% or $104,697 at 6%.
Usi Employee Stock Ownership Plan-15$302,000$188,454$12,564iApproximate average salary by contribution assumption: employee only about $314,090 at 4% or $209,393 at 6%; with 50% employer match about $209,393 at 4% or $139,596 at 6%; with 100% employer match about $157,045 at 4% or $104,697 at 6%.