UR-OZBP VA-TN PORTFOLIO LLC
Plan context: UR-OZBP VA-TN PORTFOLIO 401(K) PLAN
EIN 84-3376776 • Roanoke, VA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
16
2025 Assets
$7,566
2025 Contributions
$92
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 | 16 | $7,566 | $92 | $6iApproximate average salary by contribution assumption: employee only about $144 at 4% or $96 at 6%; with 50% employer match about $96 at 4% or $64 at 6%; with 100% employer match about $72 at 4% or $48 at 6%. |
| UR-OZBP VA-TN PORTFOLIO 401(K) PLAN | - | 16 | $7,566 | $92 | $6iApproximate average salary by contribution assumption: employee only about $144 at 4% or $96 at 6%; with 50% employer match about $96 at 4% or $64 at 6%; with 100% employer match about $72 at 4% or $48 at 6%. |
| 2024 | 1 | 22 | $12,066 | $13,962 | $635iApproximate average salary by contribution assumption: employee only about $15,866 at 4% or $10,577 at 6%; with 50% employer match about $10,577 at 4% or $7,052 at 6%; with 100% employer match about $7,933 at 4% or $5,289 at 6%. |
| UR-OZBP VA-TN PORTFOLIO 401(K) PLAN | - | 22 | $12,066 | $13,962 | $635iApproximate average salary by contribution assumption: employee only about $15,866 at 4% or $10,577 at 6%; with 50% employer match about $10,577 at 4% or $7,052 at 6%; with 100% employer match about $7,933 at 4% or $5,289 at 6%. |
| 2023 | 1 | 30 | $21,226 | $21,419 | $714iApproximate average salary by contribution assumption: employee only about $17,849 at 4% or $11,899 at 6%; with 50% employer match about $11,899 at 4% or $7,933 at 6%; with 100% employer match about $8,925 at 4% or $5,950 at 6%. |
| UR-OZBP VA-TN PORTFOLIO 401(K) PLAN | - | 30 | $21,226 | $21,419 | $714iApproximate average salary by contribution assumption: employee only about $17,849 at 4% or $11,899 at 6%; with 50% employer match about $11,899 at 4% or $7,933 at 6%; with 100% employer match about $8,925 at 4% or $5,950 at 6%. |
| 2022 | 1 | 22 | $8,688 | $15,373 | $699iApproximate average salary by contribution assumption: employee only about $17,469 at 4% or $11,646 at 6%; with 50% employer match about $11,646 at 4% or $7,764 at 6%; with 100% employer match about $8,735 at 4% or $5,823 at 6%. |
| UR-OZBP VA-TN PORTFOLIO 401(K) PLAN | - | 22 | $8,688 | $15,373 | $699iApproximate average salary by contribution assumption: employee only about $17,469 at 4% or $11,646 at 6%; with 50% employer match about $11,646 at 4% or $7,764 at 6%; with 100% employer match about $8,735 at 4% or $5,823 at 6%. |