Civic Intelligence

Underhill Financial Advisors, LLC

Plan context: Underhill Financial Advisors LLC 401(K) Profit Sharing Plan

EIN 86-1012452 • Tucson, AZ • 18 filings • 2 plans

3146 N Swan RoadTucson, AZ 85712
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$3,496,993

2024 Contributions

$168,163

Historical Graphs

Total Assets Over Time

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

$3,496,993$1,748,497$0200720162024YearValue
$3,496,993Latest year 2024

Participants Over Time

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

740200720162024YearValue
4Latest 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
202414$3,496,993$168,163$42,041iApproximate average salary by contribution assumption: employee only about $1,051,019 at 4% or $700,679 at 6%; with 50% employer match about $700,679 at 4% or $467,119 at 6%; with 100% employer match about $525,509 at 4% or $350,340 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-4$3,496,993$168,163$42,041iApproximate average salary by contribution assumption: employee only about $1,051,019 at 4% or $700,679 at 6%; with 50% employer match about $700,679 at 4% or $467,119 at 6%; with 100% employer match about $525,509 at 4% or $350,340 at 6%.
202315$2,913,562$176,528$35,306iApproximate average salary by contribution assumption: employee only about $882,640 at 4% or $588,427 at 6%; with 50% employer match about $588,427 at 4% or $392,284 at 6%; with 100% employer match about $441,320 at 4% or $294,213 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-5$2,913,562$176,528$35,306iApproximate average salary by contribution assumption: employee only about $882,640 at 4% or $588,427 at 6%; with 50% employer match about $588,427 at 4% or $392,284 at 6%; with 100% employer match about $441,320 at 4% or $294,213 at 6%.
202215$2,354,127$149,264$29,853iApproximate average salary by contribution assumption: employee only about $746,320 at 4% or $497,547 at 6%; with 50% employer match about $497,547 at 4% or $331,698 at 6%; with 100% employer match about $373,160 at 4% or $248,773 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-5$2,354,127$149,264$29,853iApproximate average salary by contribution assumption: employee only about $746,320 at 4% or $497,547 at 6%; with 50% employer match about $497,547 at 4% or $331,698 at 6%; with 100% employer match about $373,160 at 4% or $248,773 at 6%.
202116$2,834,280$86,313$14,386iApproximate average salary by contribution assumption: employee only about $359,638 at 4% or $239,758 at 6%; with 50% employer match about $239,758 at 4% or $159,839 at 6%; with 100% employer match about $179,819 at 4% or $119,879 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-6$2,834,280$86,313$14,386iApproximate average salary by contribution assumption: employee only about $359,638 at 4% or $239,758 at 6%; with 50% employer match about $239,758 at 4% or $159,839 at 6%; with 100% employer match about $179,819 at 4% or $119,879 at 6%.
202017$2,369,854$160,053$22,865iApproximate average salary by contribution assumption: employee only about $571,618 at 4% or $381,079 at 6%; with 50% employer match about $381,079 at 4% or $254,052 at 6%; with 100% employer match about $285,809 at 4% or $190,539 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-7$2,369,854$160,053$22,865iApproximate average salary by contribution assumption: employee only about $571,618 at 4% or $381,079 at 6%; with 50% employer match about $381,079 at 4% or $254,052 at 6%; with 100% employer match about $285,809 at 4% or $190,539 at 6%.
201915$1,973,162$134,738$26,948iApproximate average salary by contribution assumption: employee only about $673,690 at 4% or $449,127 at 6%; with 50% employer match about $449,127 at 4% or $299,418 at 6%; with 100% employer match about $336,845 at 4% or $224,563 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-5$1,973,162$134,738$26,948iApproximate average salary by contribution assumption: employee only about $673,690 at 4% or $449,127 at 6%; with 50% employer match about $449,127 at 4% or $299,418 at 6%; with 100% employer match about $336,845 at 4% or $224,563 at 6%.
201816$1,564,946$127,495$21,249iApproximate average salary by contribution assumption: employee only about $531,229 at 4% or $354,153 at 6%; with 50% employer match about $354,153 at 4% or $236,102 at 6%; with 100% employer match about $265,615 at 4% or $177,076 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-6$1,564,946$127,495$21,249iApproximate average salary by contribution assumption: employee only about $531,229 at 4% or $354,153 at 6%; with 50% employer match about $354,153 at 4% or $236,102 at 6%; with 100% employer match about $265,615 at 4% or $177,076 at 6%.
201716$1,536,176$119,693$19,949iApproximate average salary by contribution assumption: employee only about $498,721 at 4% or $332,481 at 6%; with 50% employer match about $332,481 at 4% or $221,654 at 6%; with 100% employer match about $249,360 at 4% or $166,240 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-6$1,536,176$119,693$19,949iApproximate average salary by contribution assumption: employee only about $498,721 at 4% or $332,481 at 6%; with 50% employer match about $332,481 at 4% or $221,654 at 6%; with 100% employer match about $249,360 at 4% or $166,240 at 6%.
201616$1,238,508$124,681$20,780iApproximate average salary by contribution assumption: employee only about $519,504 at 4% or $346,336 at 6%; with 50% employer match about $346,336 at 4% or $230,891 at 6%; with 100% employer match about $259,752 at 4% or $173,168 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-6$1,238,508$124,681$20,780iApproximate average salary by contribution assumption: employee only about $519,504 at 4% or $346,336 at 6%; with 50% employer match about $346,336 at 4% or $230,891 at 6%; with 100% employer match about $259,752 at 4% or $173,168 at 6%.
201517$1,027,363$149,790$21,399iApproximate average salary by contribution assumption: employee only about $534,964 at 4% or $356,643 at 6%; with 50% employer match about $356,643 at 4% or $237,762 at 6%; with 100% employer match about $267,482 at 4% or $178,321 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-7$1,027,363$149,790$21,399iApproximate average salary by contribution assumption: employee only about $534,964 at 4% or $356,643 at 6%; with 50% employer match about $356,643 at 4% or $237,762 at 6%; with 100% employer match about $267,482 at 4% or $178,321 at 6%.
201415$896,754$144,325$28,865iApproximate average salary by contribution assumption: employee only about $721,625 at 4% or $481,083 at 6%; with 50% employer match about $481,083 at 4% or $320,722 at 6%; with 100% employer match about $360,813 at 4% or $240,542 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-5$896,754$144,325$28,865iApproximate average salary by contribution assumption: employee only about $721,625 at 4% or $481,083 at 6%; with 50% employer match about $481,083 at 4% or $320,722 at 6%; with 100% employer match about $360,813 at 4% or $240,542 at 6%.
201316$699,148$97,284$16,214iApproximate average salary by contribution assumption: employee only about $405,350 at 4% or $270,233 at 6%; with 50% employer match about $270,233 at 4% or $180,156 at 6%; with 100% employer match about $202,675 at 4% or $135,117 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-6$699,148$97,284$16,214iApproximate average salary by contribution assumption: employee only about $405,350 at 4% or $270,233 at 6%; with 50% employer match about $270,233 at 4% or $180,156 at 6%; with 100% employer match about $202,675 at 4% or $135,117 at 6%.
201217$574,592$71,996$10,285iApproximate average salary by contribution assumption: employee only about $257,129 at 4% or $171,419 at 6%; with 50% employer match about $171,419 at 4% or $114,279 at 6%; with 100% employer match about $128,564 at 4% or $85,710 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-7$574,592$71,996$10,285iApproximate average salary by contribution assumption: employee only about $257,129 at 4% or $171,419 at 6%; with 50% employer match about $171,419 at 4% or $114,279 at 6%; with 100% employer match about $128,564 at 4% or $85,710 at 6%.
201117$442,799$60,632$8,662iApproximate average salary by contribution assumption: employee only about $216,543 at 4% or $144,362 at 6%; with 50% employer match about $144,362 at 4% or $96,241 at 6%; with 100% employer match about $108,271 at 4% or $72,181 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-7$442,799$60,632$8,662iApproximate average salary by contribution assumption: employee only about $216,543 at 4% or $144,362 at 6%; with 50% employer match about $144,362 at 4% or $96,241 at 6%; with 100% employer match about $108,271 at 4% or $72,181 at 6%.
201014$395,501$46,289$11,572iApproximate average salary by contribution assumption: employee only about $289,306 at 4% or $192,871 at 6%; with 50% employer match about $192,871 at 4% or $128,581 at 6%; with 100% employer match about $144,653 at 4% or $96,435 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-4$395,501$46,289$11,572iApproximate average salary by contribution assumption: employee only about $289,306 at 4% or $192,871 at 6%; with 50% employer match about $192,871 at 4% or $128,581 at 6%; with 100% employer match about $144,653 at 4% or $96,435 at 6%.
200915$325,650$39,747$7,949iApproximate average salary by contribution assumption: employee only about $198,735 at 4% or $132,490 at 6%; with 50% employer match about $132,490 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-5$325,650$39,747$7,949iApproximate average salary by contribution assumption: employee only about $198,735 at 4% or $132,490 at 6%; with 50% employer match about $132,490 at 4% or $88,327 at 6%; with 100% employer match about $99,368 at 4% or $66,245 at 6%.
200816$226,363$46,054$7,676iApproximate average salary by contribution assumption: employee only about $191,892 at 4% or $127,928 at 6%; with 50% employer match about $127,928 at 4% or $85,285 at 6%; with 100% employer match about $95,946 at 4% or $63,964 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-6$226,363$46,054$7,676iApproximate average salary by contribution assumption: employee only about $191,892 at 4% or $127,928 at 6%; with 50% employer match about $127,928 at 4% or $85,285 at 6%; with 100% employer match about $95,946 at 4% or $63,964 at 6%.
200716$288,422$298,107$49,685iApproximate average salary by contribution assumption: employee only about $1,242,113 at 4% or $828,075 at 6%; with 50% employer match about $828,075 at 4% or $552,050 at 6%; with 100% employer match about $621,056 at 4% or $414,038 at 6%.
Underhill Financial Advisors LLC 401(K) Profit Sharing Plan-6$288,422$298,107$49,685iApproximate average salary by contribution assumption: employee only about $1,242,113 at 4% or $828,075 at 6%; with 50% employer match about $828,075 at 4% or $552,050 at 6%; with 100% employer match about $621,056 at 4% or $414,038 at 6%.