UNITARY FUND
Plan context: UNITARY FUND 401(K) PLAN
EIN 83-1592799 • San Francisco, CA • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$261,549
2024 Contributions
$160,510
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $261,549 | $160,510 | $17,834iApproximate average salary by contribution assumption: employee only about $445,861 at 4% or $297,241 at 6%; with 50% employer match about $297,241 at 4% or $198,160 at 6%; with 100% employer match about $222,931 at 4% or $148,620 at 6%. |
| UNITARY FUND 401(K) PLAN | - | 9 | $261,549 | $160,510 | $17,834iApproximate average salary by contribution assumption: employee only about $445,861 at 4% or $297,241 at 6%; with 50% employer match about $297,241 at 4% or $198,160 at 6%; with 100% employer match about $222,931 at 4% or $148,620 at 6%. |
| 2023 | 1 | 6 | $79,805 | $44,811 | $7,469iApproximate average salary by contribution assumption: employee only about $186,713 at 4% or $124,475 at 6%; with 50% employer match about $124,475 at 4% or $82,983 at 6%; with 100% employer match about $93,356 at 4% or $62,238 at 6%. |
| UNITARY FUND 401(K) PLAN | - | 6 | $79,805 | $44,811 | $7,469iApproximate average salary by contribution assumption: employee only about $186,713 at 4% or $124,475 at 6%; with 50% employer match about $124,475 at 4% or $82,983 at 6%; with 100% employer match about $93,356 at 4% or $62,238 at 6%. |
| 2022 | 1 | 4 | $26,279 | $26,236 | $6,559iApproximate average salary by contribution assumption: employee only about $163,975 at 4% or $109,317 at 6%; with 50% employer match about $109,317 at 4% or $72,878 at 6%; with 100% employer match about $81,988 at 4% or $54,658 at 6%. |
| UNITARY FUND 401(K) PLAN | - | 4 | $26,279 | $26,236 | $6,559iApproximate average salary by contribution assumption: employee only about $163,975 at 4% or $109,317 at 6%; with 50% employer match about $109,317 at 4% or $72,878 at 6%; with 100% employer match about $81,988 at 4% or $54,658 at 6%. |