Ulrich & Associates PC
Plan context: Ulrich & Associates PC 401(K) Retirement Plan
EIN 87-0532186 • Ogden, UT • 30 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$2,029,282
2024 Contributions
$106,853
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 | 17 | $2,029,282 | $106,853 | $6,285iApproximate average salary by contribution assumption: employee only about $157,137 at 4% or $104,758 at 6%; with 50% employer match about $104,758 at 4% or $69,839 at 6%; with 100% employer match about $78,568 at 4% or $52,379 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 17 | $2,029,282 | $106,853 | $6,285iApproximate average salary by contribution assumption: employee only about $157,137 at 4% or $104,758 at 6%; with 50% employer match about $104,758 at 4% or $69,839 at 6%; with 100% employer match about $78,568 at 4% or $52,379 at 6%. |
| 2023 | 1 | 19 | $1,766,506 | $205,284 | $10,804iApproximate average salary by contribution assumption: employee only about $270,111 at 4% or $180,074 at 6%; with 50% employer match about $180,074 at 4% or $120,049 at 6%; with 100% employer match about $135,055 at 4% or $90,037 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 19 | $1,766,506 | $205,284 | $10,804iApproximate average salary by contribution assumption: employee only about $270,111 at 4% or $180,074 at 6%; with 50% employer match about $180,074 at 4% or $120,049 at 6%; with 100% employer match about $135,055 at 4% or $90,037 at 6%. |
| 2022 | 1 | 15 | $1,305,064 | $67,361 | $4,491iApproximate average salary by contribution assumption: employee only about $112,268 at 4% or $74,846 at 6%; with 50% employer match about $74,846 at 4% or $49,897 at 6%; with 100% employer match about $56,134 at 4% or $37,423 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 15 | $1,305,064 | $67,361 | $4,491iApproximate average salary by contribution assumption: employee only about $112,268 at 4% or $74,846 at 6%; with 50% employer match about $74,846 at 4% or $49,897 at 6%; with 100% employer match about $56,134 at 4% or $37,423 at 6%. |
| 2021 | 1 | 14 | $1,649,307 | $82,996 | $5,928iApproximate average salary by contribution assumption: employee only about $148,207 at 4% or $98,805 at 6%; with 50% employer match about $98,805 at 4% or $65,870 at 6%; with 100% employer match about $74,104 at 4% or $49,402 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 14 | $1,649,307 | $82,996 | $5,928iApproximate average salary by contribution assumption: employee only about $148,207 at 4% or $98,805 at 6%; with 50% employer match about $98,805 at 4% or $65,870 at 6%; with 100% employer match about $74,104 at 4% or $49,402 at 6%. |
| 2020 | 1 | 15 | $1,450,560 | $76,205 | $5,080iApproximate average salary by contribution assumption: employee only about $127,008 at 4% or $84,672 at 6%; with 50% employer match about $84,672 at 4% or $56,448 at 6%; with 100% employer match about $63,504 at 4% or $42,336 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 15 | $1,450,560 | $76,205 | $5,080iApproximate average salary by contribution assumption: employee only about $127,008 at 4% or $84,672 at 6%; with 50% employer match about $84,672 at 4% or $56,448 at 6%; with 100% employer match about $63,504 at 4% or $42,336 at 6%. |
| 2019 | 1 | 16 | $1,280,696 | $83,299 | $5,206iApproximate average salary by contribution assumption: employee only about $130,155 at 4% or $86,770 at 6%; with 50% employer match about $86,770 at 4% or $57,847 at 6%; with 100% employer match about $65,077 at 4% or $43,385 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 16 | $1,280,696 | $83,299 | $5,206iApproximate average salary by contribution assumption: employee only about $130,155 at 4% or $86,770 at 6%; with 50% employer match about $86,770 at 4% or $57,847 at 6%; with 100% employer match about $65,077 at 4% or $43,385 at 6%. |
| 2018 | 1 | 11 | $1,107,420 | $80,161 | $7,287iApproximate average salary by contribution assumption: employee only about $182,184 at 4% or $121,456 at 6%; with 50% employer match about $121,456 at 4% or $80,971 at 6%; with 100% employer match about $91,092 at 4% or $60,728 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 11 | $1,107,420 | $80,161 | $7,287iApproximate average salary by contribution assumption: employee only about $182,184 at 4% or $121,456 at 6%; with 50% employer match about $121,456 at 4% or $80,971 at 6%; with 100% employer match about $91,092 at 4% or $60,728 at 6%. |
| 2017 | 1 | 14 | $1,110,244 | $91,545 | $6,539iApproximate average salary by contribution assumption: employee only about $163,473 at 4% or $108,982 at 6%; with 50% employer match about $108,982 at 4% or $72,655 at 6%; with 100% employer match about $81,737 at 4% or $54,491 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 14 | $1,110,244 | $91,545 | $6,539iApproximate average salary by contribution assumption: employee only about $163,473 at 4% or $108,982 at 6%; with 50% employer match about $108,982 at 4% or $72,655 at 6%; with 100% employer match about $81,737 at 4% or $54,491 at 6%. |
| 2016 | 1 | 12 | $892,209 | $65,445 | $5,454iApproximate average salary by contribution assumption: employee only about $136,344 at 4% or $90,896 at 6%; with 50% employer match about $90,896 at 4% or $60,597 at 6%; with 100% employer match about $68,172 at 4% or $45,448 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 12 | $892,209 | $65,445 | $5,454iApproximate average salary by contribution assumption: employee only about $136,344 at 4% or $90,896 at 6%; with 50% employer match about $90,896 at 4% or $60,597 at 6%; with 100% employer match about $68,172 at 4% or $45,448 at 6%. |
| 2015 | 1 | 13 | $895,481 | $67,314 | $5,178iApproximate average salary by contribution assumption: employee only about $129,450 at 4% or $86,300 at 6%; with 50% employer match about $86,300 at 4% or $57,533 at 6%; with 100% employer match about $64,725 at 4% or $43,150 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 13 | $895,481 | $67,314 | $5,178iApproximate average salary by contribution assumption: employee only about $129,450 at 4% or $86,300 at 6%; with 50% employer match about $86,300 at 4% or $57,533 at 6%; with 100% employer match about $64,725 at 4% or $43,150 at 6%. |
| 2014 | 1 | 15 | $842,497 | $49,941 | $3,329iApproximate average salary by contribution assumption: employee only about $83,235 at 4% or $55,490 at 6%; with 50% employer match about $55,490 at 4% or $36,993 at 6%; with 100% employer match about $41,618 at 4% or $27,745 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 15 | $842,497 | $49,941 | $3,329iApproximate average salary by contribution assumption: employee only about $83,235 at 4% or $55,490 at 6%; with 50% employer match about $55,490 at 4% or $36,993 at 6%; with 100% employer match about $41,618 at 4% or $27,745 at 6%. |
| 2013 | 1 | 16 | $740,003 | $48,057 | $3,004iApproximate average salary by contribution assumption: employee only about $75,089 at 4% or $50,059 at 6%; with 50% employer match about $50,059 at 4% or $33,373 at 6%; with 100% employer match about $37,545 at 4% or $25,030 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 16 | $740,003 | $48,057 | $3,004iApproximate average salary by contribution assumption: employee only about $75,089 at 4% or $50,059 at 6%; with 50% employer match about $50,059 at 4% or $33,373 at 6%; with 100% employer match about $37,545 at 4% or $25,030 at 6%. |
| 2012 | 1 | 18 | $567,296 | $48,062 | $2,670iApproximate average salary by contribution assumption: employee only about $66,753 at 4% or $44,502 at 6%; with 50% employer match about $44,502 at 4% or $29,668 at 6%; with 100% employer match about $33,376 at 4% or $22,251 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 18 | $567,296 | $48,062 | $2,670iApproximate average salary by contribution assumption: employee only about $66,753 at 4% or $44,502 at 6%; with 50% employer match about $44,502 at 4% or $29,668 at 6%; with 100% employer match about $33,376 at 4% or $22,251 at 6%. |
| 2011 | 1 | 18 | $495,060 | $59,779 | $3,321iApproximate average salary by contribution assumption: employee only about $83,026 at 4% or $55,351 at 6%; with 50% employer match about $55,351 at 4% or $36,901 at 6%; with 100% employer match about $41,513 at 4% or $27,675 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 18 | $495,060 | $59,779 | $3,321iApproximate average salary by contribution assumption: employee only about $83,026 at 4% or $55,351 at 6%; with 50% employer match about $55,351 at 4% or $36,901 at 6%; with 100% employer match about $41,513 at 4% or $27,675 at 6%. |
| 2010 | 1 | 17 | $471,132 | $55,478 | $3,263iApproximate average salary by contribution assumption: employee only about $81,585 at 4% or $54,390 at 6%; with 50% employer match about $54,390 at 4% or $36,260 at 6%; with 100% employer match about $40,793 at 4% or $27,195 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 17 | $471,132 | $55,478 | $3,263iApproximate average salary by contribution assumption: employee only about $81,585 at 4% or $54,390 at 6%; with 50% employer match about $54,390 at 4% or $36,260 at 6%; with 100% employer match about $40,793 at 4% or $27,195 at 6%. |
| 2009 | 1 | 14 | $356,468 | $43,375 | $3,098iApproximate average salary by contribution assumption: employee only about $77,455 at 4% or $51,637 at 6%; with 50% employer match about $51,637 at 4% or $34,425 at 6%; with 100% employer match about $38,728 at 4% or $25,818 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 14 | $356,468 | $43,375 | $3,098iApproximate average salary by contribution assumption: employee only about $77,455 at 4% or $51,637 at 6%; with 50% employer match about $51,637 at 4% or $34,425 at 6%; with 100% employer match about $38,728 at 4% or $25,818 at 6%. |
| 2008 | 1 | 9 | $246,610 | $47,622 | $5,291iApproximate average salary by contribution assumption: employee only about $132,283 at 4% or $88,189 at 6%; with 50% employer match about $88,189 at 4% or $58,793 at 6%; with 100% employer match about $66,142 at 4% or $44,094 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 9 | $246,610 | $47,622 | $5,291iApproximate average salary by contribution assumption: employee only about $132,283 at 4% or $88,189 at 6%; with 50% employer match about $88,189 at 4% or $58,793 at 6%; with 100% employer match about $66,142 at 4% or $44,094 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $251,994 | $38,597 | $6,433iApproximate average salary by contribution assumption: employee only about $160,821 at 4% or $107,214 at 6%; with 50% employer match about $107,214 at 4% or $71,476 at 6%; with 100% employer match about $80,410 at 4% or $53,607 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 6 | $251,994 | $38,597 | $6,433iApproximate average salary by contribution assumption: employee only about $160,821 at 4% or $107,214 at 6%; with 50% employer match about $107,214 at 4% or $71,476 at 6%; with 100% employer match about $80,410 at 4% or $53,607 at 6%. |
| 2005 | 1 | 8 | $205,786 | $31,448 | $3,931iApproximate average salary by contribution assumption: employee only about $98,275 at 4% or $65,517 at 6%; with 50% employer match about $65,517 at 4% or $43,678 at 6%; with 100% employer match about $49,138 at 4% or $32,758 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 8 | $205,786 | $31,448 | $3,931iApproximate average salary by contribution assumption: employee only about $98,275 at 4% or $65,517 at 6%; with 50% employer match about $65,517 at 4% or $43,678 at 6%; with 100% employer match about $49,138 at 4% or $32,758 at 6%. |
| 2004 | 1 | 7 | $185,431 | $28,902 | $4,129iApproximate average salary by contribution assumption: employee only about $103,221 at 4% or $68,814 at 6%; with 50% employer match about $68,814 at 4% or $45,876 at 6%; with 100% employer match about $51,611 at 4% or $34,407 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 7 | $185,431 | $28,902 | $4,129iApproximate average salary by contribution assumption: employee only about $103,221 at 4% or $68,814 at 6%; with 50% employer match about $68,814 at 4% or $45,876 at 6%; with 100% employer match about $51,611 at 4% or $34,407 at 6%. |
| 2003 | 1 | 8 | $142,065 | $26,758 | $3,345iApproximate average salary by contribution assumption: employee only about $83,619 at 4% or $55,746 at 6%; with 50% employer match about $55,746 at 4% or $37,164 at 6%; with 100% employer match about $41,809 at 4% or $27,873 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 8 | $142,065 | $26,758 | $3,345iApproximate average salary by contribution assumption: employee only about $83,619 at 4% or $55,746 at 6%; with 50% employer match about $55,746 at 4% or $37,164 at 6%; with 100% employer match about $41,809 at 4% or $27,873 at 6%. |
| 2002 | 2 | 7 | $89,185 | $31,861 | $4,552iApproximate average salary by contribution assumption: employee only about $113,789 at 4% or $75,860 at 6%; with 50% employer match about $75,860 at 4% or $50,573 at 6%; with 100% employer match about $56,895 at 4% or $37,930 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 7 | $86,129 | $17,211 | $2,459iApproximate average salary by contribution assumption: employee only about $61,468 at 4% or $40,979 at 6%; with 50% employer match about $40,979 at 4% or $27,319 at 6%; with 100% employer match about $30,734 at 4% or $20,489 at 6%. |
| Sellers, Ulrich and Associates Flexible Benefits Plan | - | 6 | $3,056 | $14,650 | $2,442iApproximate average salary by contribution assumption: employee only about $61,042 at 4% or $40,694 at 6%; with 50% employer match about $40,694 at 4% or $27,130 at 6%; with 100% employer match about $30,521 at 4% or $20,347 at 6%. |
| 2001 | 2 | 7 | $88,737 | $25,142 | $3,592iApproximate average salary by contribution assumption: employee only about $89,793 at 4% or $59,862 at 6%; with 50% employer match about $59,862 at 4% or $39,908 at 6%; with 100% employer match about $44,896 at 4% or $29,931 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 7 | $87,606 | $15,727 | $2,247iApproximate average salary by contribution assumption: employee only about $56,168 at 4% or $37,445 at 6%; with 50% employer match about $37,445 at 4% or $24,963 at 6%; with 100% employer match about $28,084 at 4% or $18,723 at 6%. |
| Sellers, Ulrich and Associates Flexible Benefits Plan | - | 5 | $1,131 | $9,415 | $1,883iApproximate average salary by contribution assumption: employee only about $47,075 at 4% or $31,383 at 6%; with 50% employer match about $31,383 at 4% or $20,922 at 6%; with 100% employer match about $23,538 at 4% or $15,692 at 6%. |
| 2000 | 2 | 7 | $80,030 | $27,054 | $3,865iApproximate average salary by contribution assumption: employee only about $96,621 at 4% or $64,414 at 6%; with 50% employer match about $64,414 at 4% or $42,943 at 6%; with 100% employer match about $48,311 at 4% or $32,207 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 7 | $79,484 | $18,718 | $2,674iApproximate average salary by contribution assumption: employee only about $66,850 at 4% or $44,567 at 6%; with 50% employer match about $44,567 at 4% or $29,711 at 6%; with 100% employer match about $33,425 at 4% or $22,283 at 6%. |
| Sellers, Ulrich and Associates Flexible Benefits Plan | - | 6 | $546 | $8,336 | $1,389iApproximate average salary by contribution assumption: employee only about $34,733 at 4% or $23,156 at 6%; with 50% employer match about $23,156 at 4% or $15,437 at 6%; with 100% employer match about $17,367 at 4% or $11,578 at 6%. |
| 1999 | 2 | 7 | $62,226 | $41,608 | $5,944iApproximate average salary by contribution assumption: employee only about $148,600 at 4% or $99,067 at 6%; with 50% employer match about $99,067 at 4% or $66,044 at 6%; with 100% employer match about $74,300 at 4% or $49,533 at 6%. |
| Ulrich & Associates PC 401(K) Retirement Plan | - | 7 | $61,724 | $20,472 | $2,925iApproximate average salary by contribution assumption: employee only about $73,114 at 4% or $48,743 at 6%; with 50% employer match about $48,743 at 4% or $32,495 at 6%; with 100% employer match about $36,557 at 4% or $24,371 at 6%. |
| Sellers, Ulrich and Associates Flexible Benefits Plan | - | 5 | $502 | $21,136 | $4,227iApproximate average salary by contribution assumption: employee only about $105,680 at 4% or $70,453 at 6%; with 50% employer match about $70,453 at 4% or $46,969 at 6%; with 100% employer match about $52,840 at 4% or $35,227 at 6%. |