Utah Management Associates Inc.
Plan context: Pelion Inc. 401(K) Profit Sharing Plan and Trust
EIN 87-0578851 • Salt Lake City, UT • 29 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$5,105,400
2024 Contributions
$606,316
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 | 31 | $5,105,400 | $606,316 | $19,559iApproximate average salary by contribution assumption: employee only about $488,965 at 4% or $325,976 at 6%; with 50% employer match about $325,976 at 4% or $217,318 at 6%; with 100% employer match about $244,482 at 4% or $162,988 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 31 | $5,105,400 | $606,316 | $19,559iApproximate average salary by contribution assumption: employee only about $488,965 at 4% or $325,976 at 6%; with 50% employer match about $325,976 at 4% or $217,318 at 6%; with 100% employer match about $244,482 at 4% or $162,988 at 6%. |
| 2023 | 1 | 34 | $3,927,302 | $502,662 | $14,784iApproximate average salary by contribution assumption: employee only about $369,604 at 4% or $246,403 at 6%; with 50% employer match about $246,403 at 4% or $164,269 at 6%; with 100% employer match about $184,802 at 4% or $123,201 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 34 | $3,927,302 | $502,662 | $14,784iApproximate average salary by contribution assumption: employee only about $369,604 at 4% or $246,403 at 6%; with 50% employer match about $246,403 at 4% or $164,269 at 6%; with 100% employer match about $184,802 at 4% or $123,201 at 6%. |
| 2022 | 1 | 30 | $2,895,671 | $478,511 | $15,950iApproximate average salary by contribution assumption: employee only about $398,759 at 4% or $265,839 at 6%; with 50% employer match about $265,839 at 4% or $177,226 at 6%; with 100% employer match about $199,380 at 4% or $132,920 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 30 | $2,895,671 | $478,511 | $15,950iApproximate average salary by contribution assumption: employee only about $398,759 at 4% or $265,839 at 6%; with 50% employer match about $265,839 at 4% or $177,226 at 6%; with 100% employer match about $199,380 at 4% or $132,920 at 6%. |
| 2021 | 1 | 31 | $3,219,060 | $500,666 | $16,151iApproximate average salary by contribution assumption: employee only about $403,763 at 4% or $269,175 at 6%; with 50% employer match about $269,175 at 4% or $179,450 at 6%; with 100% employer match about $201,881 at 4% or $134,588 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 31 | $3,219,060 | $500,666 | $16,151iApproximate average salary by contribution assumption: employee only about $403,763 at 4% or $269,175 at 6%; with 50% employer match about $269,175 at 4% or $179,450 at 6%; with 100% employer match about $201,881 at 4% or $134,588 at 6%. |
| 2020 | 1 | 24 | $2,390,991 | $285,646 | $11,902iApproximate average salary by contribution assumption: employee only about $297,548 at 4% or $198,365 at 6%; with 50% employer match about $198,365 at 4% or $132,244 at 6%; with 100% employer match about $148,774 at 4% or $99,183 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 24 | $2,390,991 | $285,646 | $11,902iApproximate average salary by contribution assumption: employee only about $297,548 at 4% or $198,365 at 6%; with 50% employer match about $198,365 at 4% or $132,244 at 6%; with 100% employer match about $148,774 at 4% or $99,183 at 6%. |
| 2019 | 1 | 19 | $2,653,565 | $281,922 | $14,838iApproximate average salary by contribution assumption: employee only about $370,950 at 4% or $247,300 at 6%; with 50% employer match about $247,300 at 4% or $164,867 at 6%; with 100% employer match about $185,475 at 4% or $123,650 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 19 | $2,653,565 | $281,922 | $14,838iApproximate average salary by contribution assumption: employee only about $370,950 at 4% or $247,300 at 6%; with 50% employer match about $247,300 at 4% or $164,867 at 6%; with 100% employer match about $185,475 at 4% or $123,650 at 6%. |
| 2018 | 1 | 16 | $1,981,944 | $229,421 | $14,339iApproximate average salary by contribution assumption: employee only about $358,470 at 4% or $238,980 at 6%; with 50% employer match about $238,980 at 4% or $159,320 at 6%; with 100% employer match about $179,235 at 4% or $119,490 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 16 | $1,981,944 | $229,421 | $14,339iApproximate average salary by contribution assumption: employee only about $358,470 at 4% or $238,980 at 6%; with 50% employer match about $238,980 at 4% or $159,320 at 6%; with 100% employer match about $179,235 at 4% or $119,490 at 6%. |
| 2017 | 1 | 12 | $2,317,889 | $211,583 | $17,632iApproximate average salary by contribution assumption: employee only about $440,798 at 4% or $293,865 at 6%; with 50% employer match about $293,865 at 4% or $195,910 at 6%; with 100% employer match about $220,399 at 4% or $146,933 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 12 | $2,317,889 | $211,583 | $17,632iApproximate average salary by contribution assumption: employee only about $440,798 at 4% or $293,865 at 6%; with 50% employer match about $293,865 at 4% or $195,910 at 6%; with 100% employer match about $220,399 at 4% or $146,933 at 6%. |
| 2016 | 1 | 11 | $1,776,754 | $198,572 | $18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 11 | $1,776,754 | $198,572 | $18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%. |
| 2015 | 1 | 11 | $1,829,828 | $192,366 | $17,488iApproximate average salary by contribution assumption: employee only about $437,195 at 4% or $291,464 at 6%; with 50% employer match about $291,464 at 4% or $194,309 at 6%; with 100% employer match about $218,598 at 4% or $145,732 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 11 | $1,829,828 | $192,366 | $17,488iApproximate average salary by contribution assumption: employee only about $437,195 at 4% or $291,464 at 6%; with 50% employer match about $291,464 at 4% or $194,309 at 6%; with 100% employer match about $218,598 at 4% or $145,732 at 6%. |
| 2014 | 1 | 9 | $1,686,086 | $181,330 | $20,148iApproximate average salary by contribution assumption: employee only about $503,694 at 4% or $335,796 at 6%; with 50% employer match about $335,796 at 4% or $223,864 at 6%; with 100% employer match about $251,847 at 4% or $167,898 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 9 | $1,686,086 | $181,330 | $20,148iApproximate average salary by contribution assumption: employee only about $503,694 at 4% or $335,796 at 6%; with 50% employer match about $335,796 at 4% or $223,864 at 6%; with 100% employer match about $251,847 at 4% or $167,898 at 6%. |
| 2013 | 1 | 10 | $1,515,689 | $181,604 | $18,160iApproximate average salary by contribution assumption: employee only about $454,010 at 4% or $302,673 at 6%; with 50% employer match about $302,673 at 4% or $201,782 at 6%; with 100% employer match about $227,005 at 4% or $151,337 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 10 | $1,515,689 | $181,604 | $18,160iApproximate average salary by contribution assumption: employee only about $454,010 at 4% or $302,673 at 6%; with 50% employer match about $302,673 at 4% or $201,782 at 6%; with 100% employer match about $227,005 at 4% or $151,337 at 6%. |
| 2012 | 1 | 10 | $1,122,640 | $166,249 | $16,625iApproximate average salary by contribution assumption: employee only about $415,623 at 4% or $277,082 at 6%; with 50% employer match about $277,082 at 4% or $184,721 at 6%; with 100% employer match about $207,811 at 4% or $138,541 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 10 | $1,122,640 | $166,249 | $16,625iApproximate average salary by contribution assumption: employee only about $415,623 at 4% or $277,082 at 6%; with 50% employer match about $277,082 at 4% or $184,721 at 6%; with 100% employer match about $207,811 at 4% or $138,541 at 6%. |
| 2011 | 1 | 9 | $842,583 | $139,801 | $15,533iApproximate average salary by contribution assumption: employee only about $388,336 at 4% or $258,891 at 6%; with 50% employer match about $258,891 at 4% or $172,594 at 6%; with 100% employer match about $194,168 at 4% or $129,445 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 9 | $842,583 | $139,801 | $15,533iApproximate average salary by contribution assumption: employee only about $388,336 at 4% or $258,891 at 6%; with 50% employer match about $258,891 at 4% or $172,594 at 6%; with 100% employer match about $194,168 at 4% or $129,445 at 6%. |
| 2010 | 1 | 9 | $744,706 | $157,083 | $17,454iApproximate average salary by contribution assumption: employee only about $436,342 at 4% or $290,894 at 6%; with 50% employer match about $290,894 at 4% or $193,930 at 6%; with 100% employer match about $218,171 at 4% or $145,447 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 9 | $744,706 | $157,083 | $17,454iApproximate average salary by contribution assumption: employee only about $436,342 at 4% or $290,894 at 6%; with 50% employer match about $290,894 at 4% or $193,930 at 6%; with 100% employer match about $218,171 at 4% or $145,447 at 6%. |
| 2009 | 1 | 12 | $584,314 | $182,299 | $15,192iApproximate average salary by contribution assumption: employee only about $379,790 at 4% or $253,193 at 6%; with 50% employer match about $253,193 at 4% or $168,795 at 6%; with 100% employer match about $189,895 at 4% or $126,597 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 12 | $584,314 | $182,299 | $15,192iApproximate average salary by contribution assumption: employee only about $379,790 at 4% or $253,193 at 6%; with 50% employer match about $253,193 at 4% or $168,795 at 6%; with 100% employer match about $189,895 at 4% or $126,597 at 6%. |
| 2008 | 1 | 11 | $284,018 | $136,433 | $12,403iApproximate average salary by contribution assumption: employee only about $310,075 at 4% or $206,717 at 6%; with 50% employer match about $206,717 at 4% or $137,811 at 6%; with 100% employer match about $155,038 at 4% or $103,358 at 6%. |
| Pelion Inc. 401(K) Profit Sharing Plan and Trust | - | 11 | $284,018 | $136,433 | $12,403iApproximate average salary by contribution assumption: employee only about $310,075 at 4% or $206,717 at 6%; with 50% employer match about $206,717 at 4% or $137,811 at 6%; with 100% employer match about $155,038 at 4% or $103,358 at 6%. |
| 2007 | 1 | 8 | $305,390 | $43,290 | $5,411iApproximate average salary by contribution assumption: employee only about $135,281 at 4% or $90,188 at 6%; with 50% employer match about $90,188 at 4% or $60,125 at 6%; with 100% employer match about $67,641 at 4% or $45,094 at 6%. |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 8 | $305,390 | $43,290 | $5,411iApproximate average salary by contribution assumption: employee only about $135,281 at 4% or $90,188 at 6%; with 50% employer match about $90,188 at 4% or $60,125 at 6%; with 100% employer match about $67,641 at 4% or $45,094 at 6%. |
| 2006 | 1 | 6 | $247,013 | $0 | - |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 6 | $247,013 | - | - |
| 2005 | 1 | 6 | $256,188 | $0 | - |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 6 | $256,188 | - | - |
| 2004 | 1 | 5 | $249,787 | $65,531 | $13,106iApproximate average salary by contribution assumption: employee only about $327,655 at 4% or $218,437 at 6%; with 50% employer match about $218,437 at 4% or $145,624 at 6%; with 100% employer match about $163,828 at 4% or $109,218 at 6%. |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 5 | $249,787 | $65,531 | $13,106iApproximate average salary by contribution assumption: employee only about $327,655 at 4% or $218,437 at 6%; with 50% employer match about $218,437 at 4% or $145,624 at 6%; with 100% employer match about $163,828 at 4% or $109,218 at 6%. |
| 2003 | 1 | 7 | $175,421 | $81,400 | $11,629iApproximate average salary by contribution assumption: employee only about $290,714 at 4% or $193,810 at 6%; with 50% employer match about $193,810 at 4% or $129,206 at 6%; with 100% employer match about $145,357 at 4% or $96,905 at 6%. |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 7 | $175,421 | $81,400 | $11,629iApproximate average salary by contribution assumption: employee only about $290,714 at 4% or $193,810 at 6%; with 50% employer match about $193,810 at 4% or $129,206 at 6%; with 100% employer match about $145,357 at 4% or $96,905 at 6%. |
| 2002 | 2 | 7 | $125,285 | $77,400 | $11,057iApproximate average salary by contribution assumption: employee only about $276,429 at 4% or $184,286 at 6%; with 50% employer match about $184,286 at 4% or $122,857 at 6%; with 100% employer match about $138,214 at 4% or $92,143 at 6%. |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 7 | $125,285 | $77,400 | $11,057iApproximate average salary by contribution assumption: employee only about $276,429 at 4% or $184,286 at 6%; with 50% employer match about $184,286 at 4% or $122,857 at 6%; with 100% employer match about $138,214 at 4% or $92,143 at 6%. |
| Utah Management Associates Inc. Employees Pension Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 4 | $64,978 | $17,543 | $4,386iApproximate average salary by contribution assumption: employee only about $109,644 at 4% or $73,096 at 6%; with 50% employer match about $73,096 at 4% or $48,731 at 6%; with 100% employer match about $54,822 at 4% or $36,548 at 6%. |
| Utah Management Associates Inc. Employees Pension Plan and Trust | - | 4 | $35,861 | $17,543 | $4,386iApproximate average salary by contribution assumption: employee only about $109,644 at 4% or $73,096 at 6%; with 50% employer match about $73,096 at 4% or $48,731 at 6%; with 100% employer match about $54,822 at 4% or $36,548 at 6%. |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 4 | $29,117 | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| Uv Partners Inc. Employees 401K Profit Sharing Plan and Trust | - | 3 | - | - | - |
| Utah Management Associates Inc. Employees Pension Plan and Trust | - | 3 | - | - | - |
| 1999 | 1 | 2 | $12,000 | $12,933 | $6,467iApproximate average salary by contribution assumption: employee only about $161,663 at 4% or $107,775 at 6%; with 50% employer match about $107,775 at 4% or $71,850 at 6%; with 100% employer match about $80,831 at 4% or $53,888 at 6%. |
| Utah Management Associates Inc. Employees Pension Plan and Trust | - | 2 | $12,000 | $12,933 | $6,467iApproximate average salary by contribution assumption: employee only about $161,663 at 4% or $107,775 at 6%; with 50% employer match about $107,775 at 4% or $71,850 at 6%; with 100% employer match about $80,831 at 4% or $53,888 at 6%. |