UNION HOME LENDING, LLC
Plan context: UNION HOME LENDING, LLC 401(K) PLAN
EIN 83-3763963 • Anthem, AZ • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$113,109
2025 Contributions
$11,088
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $113,109 | $11,088 | $3,696iApproximate average salary by contribution assumption: employee only about $92,400 at 4% or $61,600 at 6%; with 50% employer match about $61,600 at 4% or $41,067 at 6%; with 100% employer match about $46,200 at 4% or $30,800 at 6%. |
| UNION HOME LENDING, LLC 401(K) PLAN | - | 3 | $113,109 | $11,088 | $3,696iApproximate average salary by contribution assumption: employee only about $92,400 at 4% or $61,600 at 6%; with 50% employer match about $61,600 at 4% or $41,067 at 6%; with 100% employer match about $46,200 at 4% or $30,800 at 6%. |
| 2024 | 1 | 4 | $175,619 | $12,233 | $3,058iApproximate average salary by contribution assumption: employee only about $76,456 at 4% or $50,971 at 6%; with 50% employer match about $50,971 at 4% or $33,981 at 6%; with 100% employer match about $38,228 at 4% or $25,485 at 6%. |
| UNION HOME LENDING, LLC 401(K) PLAN | - | 4 | $175,619 | $12,233 | $3,058iApproximate average salary by contribution assumption: employee only about $76,456 at 4% or $50,971 at 6%; with 50% employer match about $50,971 at 4% or $33,981 at 6%; with 100% employer match about $38,228 at 4% or $25,485 at 6%. |
| 2023 | 1 | 5 | $157,179 | $18,246 | $3,649iApproximate average salary by contribution assumption: employee only about $91,230 at 4% or $60,820 at 6%; with 50% employer match about $60,820 at 4% or $40,547 at 6%; with 100% employer match about $45,615 at 4% or $30,410 at 6%. |
| UNION HOME LENDING, LLC 401(K) PLAN | - | 5 | $157,179 | $18,246 | $3,649iApproximate average salary by contribution assumption: employee only about $91,230 at 4% or $60,820 at 6%; with 50% employer match about $60,820 at 4% or $40,547 at 6%; with 100% employer match about $45,615 at 4% or $30,410 at 6%. |
| 2022 | 1 | 5 | $115,717 | $45,324 | $9,065iApproximate average salary by contribution assumption: employee only about $226,620 at 4% or $151,080 at 6%; with 50% employer match about $151,080 at 4% or $100,720 at 6%; with 100% employer match about $113,310 at 4% or $75,540 at 6%. |
| UNION HOME LENDING, LLC 401(K) PLAN | - | 5 | $115,717 | $45,324 | $9,065iApproximate average salary by contribution assumption: employee only about $226,620 at 4% or $151,080 at 6%; with 50% employer match about $151,080 at 4% or $100,720 at 6%; with 100% employer match about $113,310 at 4% or $75,540 at 6%. |
| 2021 | 1 | 5 | $88,923 | $57,505 | $11,501iApproximate average salary by contribution assumption: employee only about $287,525 at 4% or $191,683 at 6%; with 50% employer match about $191,683 at 4% or $127,789 at 6%; with 100% employer match about $143,763 at 4% or $95,842 at 6%. |
| UNION HOME LENDING, LLC 401(K) PLAN | - | 5 | $88,923 | $57,505 | $11,501iApproximate average salary by contribution assumption: employee only about $287,525 at 4% or $191,683 at 6%; with 50% employer match about $191,683 at 4% or $127,789 at 6%; with 100% employer match about $143,763 at 4% or $95,842 at 6%. |
| 2020 | 1 | 4 | $23,979 | $22,378 | $5,595iApproximate average salary by contribution assumption: employee only about $139,863 at 4% or $93,242 at 6%; with 50% employer match about $93,242 at 4% or $62,161 at 6%; with 100% employer match about $69,931 at 4% or $46,621 at 6%. |
| UNION HOME LENDING, LLC 401(K) PLAN | - | 4 | $23,979 | $22,378 | $5,595iApproximate average salary by contribution assumption: employee only about $139,863 at 4% or $93,242 at 6%; with 50% employer match about $93,242 at 4% or $62,161 at 6%; with 100% employer match about $69,931 at 4% or $46,621 at 6%. |