Civic Intelligence

Ultima I Inc.

Plan context: Ultima I Inc. 401(K) Profit Sharing Plan

EIN 87-0775896 • Nicasio, CA • 27 filings • 3 plans

PO Box 762Nicasio, CA 94946
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$5,262,948

2022 Contributions

$5,886

Historical Graphs

Total Assets Over Time

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

$5,262,948$2,631,474$0200620142021YearValue
$5,262,948Latest year 2021

Participants Over Time

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

740200620142021YearValue
2Latest year 2021

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
202210$0$5,886-
Ultima I Inc. 401(K) Profit Sharing Plan-0$0$5,886-
202112$5,262,948$15,368$7,684iApproximate average salary by contribution assumption: employee only about $192,100 at 4% or $128,067 at 6%; with 50% employer match about $128,067 at 4% or $85,378 at 6%; with 100% employer match about $96,050 at 4% or $64,033 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-2$5,262,948$15,368$7,684iApproximate average salary by contribution assumption: employee only about $192,100 at 4% or $128,067 at 6%; with 50% employer match about $128,067 at 4% or $85,378 at 6%; with 100% employer match about $96,050 at 4% or $64,033 at 6%.
202013$4,960,302$21,722$7,241iApproximate average salary by contribution assumption: employee only about $181,017 at 4% or $120,678 at 6%; with 50% employer match about $120,678 at 4% or $80,452 at 6%; with 100% employer match about $90,508 at 4% or $60,339 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-3$4,960,302$21,722$7,241iApproximate average salary by contribution assumption: employee only about $181,017 at 4% or $120,678 at 6%; with 50% employer match about $120,678 at 4% or $80,452 at 6%; with 100% employer match about $90,508 at 4% or $60,339 at 6%.
201913$3,994,753$39,725$13,242iApproximate average salary by contribution assumption: employee only about $331,042 at 4% or $220,694 at 6%; with 50% employer match about $220,694 at 4% or $147,130 at 6%; with 100% employer match about $165,521 at 4% or $110,347 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-3$3,994,753$39,725$13,242iApproximate average salary by contribution assumption: employee only about $331,042 at 4% or $220,694 at 6%; with 50% employer match about $220,694 at 4% or $147,130 at 6%; with 100% employer match about $165,521 at 4% or $110,347 at 6%.
201813$3,415,431$72,581$24,194iApproximate average salary by contribution assumption: employee only about $604,842 at 4% or $403,228 at 6%; with 50% employer match about $403,228 at 4% or $268,819 at 6%; with 100% employer match about $302,421 at 4% or $201,614 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-3$3,415,431$72,581$24,194iApproximate average salary by contribution assumption: employee only about $604,842 at 4% or $403,228 at 6%; with 50% employer match about $403,228 at 4% or $268,819 at 6%; with 100% employer match about $302,421 at 4% or $201,614 at 6%.
201716$4,942,952$2,186,249$364,375iApproximate average salary by contribution assumption: employee only about $9,109,371 at 4% or $6,072,914 at 6%; with 50% employer match about $6,072,914 at 4% or $4,048,609 at 6%; with 100% employer match about $4,554,685 at 4% or $3,036,457 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-6$4,942,952$2,186,249$364,375iApproximate average salary by contribution assumption: employee only about $9,109,371 at 4% or $6,072,914 at 6%; with 50% employer match about $6,072,914 at 4% or $4,048,609 at 6%; with 100% employer match about $4,554,685 at 4% or $3,036,457 at 6%.
201626$2,516,772$128,132$21,355iApproximate average salary by contribution assumption: employee only about $533,883 at 4% or $355,922 at 6%; with 50% employer match about $355,922 at 4% or $237,281 at 6%; with 100% employer match about $266,942 at 4% or $177,961 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-6$2,516,772$105,673$17,612iApproximate average salary by contribution assumption: employee only about $440,304 at 4% or $293,536 at 6%; with 50% employer match about $293,536 at 4% or $195,691 at 6%; with 100% employer match about $220,152 at 4% or $146,768 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-0$0$22,459-
201527$4,074,831$121,785$17,398iApproximate average salary by contribution assumption: employee only about $434,946 at 4% or $289,964 at 6%; with 50% employer match about $289,964 at 4% or $193,310 at 6%; with 100% employer match about $217,473 at 4% or $144,982 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-7$2,564,765$121,785$17,398iApproximate average salary by contribution assumption: employee only about $434,946 at 4% or $289,964 at 6%; with 50% employer match about $289,964 at 4% or $193,310 at 6%; with 100% employer match about $217,473 at 4% or $144,982 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-5$1,510,066--
201427$3,975,478$217,411$31,059iApproximate average salary by contribution assumption: employee only about $776,468 at 4% or $517,645 at 6%; with 50% employer match about $517,645 at 4% or $345,097 at 6%; with 100% employer match about $388,234 at 4% or $258,823 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-7$2,472,162$111,966$15,995iApproximate average salary by contribution assumption: employee only about $399,879 at 4% or $266,586 at 6%; with 50% employer match about $266,586 at 4% or $177,724 at 6%; with 100% employer match about $199,939 at 4% or $133,293 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-5$1,503,316$105,445$21,089iApproximate average salary by contribution assumption: employee only about $527,225 at 4% or $351,483 at 6%; with 50% employer match about $351,483 at 4% or $234,322 at 6%; with 100% employer match about $263,613 at 4% or $175,742 at 6%.
201327$3,523,602$207,862$29,695iApproximate average salary by contribution assumption: employee only about $742,364 at 4% or $494,910 at 6%; with 50% employer match about $494,910 at 4% or $329,940 at 6%; with 100% employer match about $371,182 at 4% or $247,455 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-7$2,206,417$107,862$15,409iApproximate average salary by contribution assumption: employee only about $385,221 at 4% or $256,814 at 6%; with 50% employer match about $256,814 at 4% or $171,210 at 6%; with 100% employer match about $192,611 at 4% or $128,407 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-5$1,317,185$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201227$2,882,072$193,131$27,590iApproximate average salary by contribution assumption: employee only about $689,754 at 4% or $459,836 at 6%; with 50% employer match about $459,836 at 4% or $306,557 at 6%; with 100% employer match about $344,877 at 4% or $229,918 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-7$1,785,112$103,131$14,733iApproximate average salary by contribution assumption: employee only about $368,325 at 4% or $245,550 at 6%; with 50% employer match about $245,550 at 4% or $163,700 at 6%; with 100% employer match about $184,163 at 4% or $122,775 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-5$1,096,960$90,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201127$2,407,281$277,354$39,622iApproximate average salary by contribution assumption: employee only about $990,550 at 4% or $660,367 at 6%; with 50% employer match about $660,367 at 4% or $440,244 at 6%; with 100% employer match about $495,275 at 4% or $330,183 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-7$1,502,316$104,129$14,876iApproximate average salary by contribution assumption: employee only about $371,889 at 4% or $247,926 at 6%; with 50% employer match about $247,926 at 4% or $165,284 at 6%; with 100% employer match about $185,945 at 4% or $123,963 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-5$904,965$173,225$34,645iApproximate average salary by contribution assumption: employee only about $866,125 at 4% or $577,417 at 6%; with 50% employer match about $577,417 at 4% or $384,944 at 6%; with 100% employer match about $433,063 at 4% or $288,708 at 6%.
201027$2,149,292$304,944$43,563iApproximate average salary by contribution assumption: employee only about $1,089,086 at 4% or $726,057 at 6%; with 50% employer match about $726,057 at 4% or $484,038 at 6%; with 100% employer match about $544,543 at 4% or $363,029 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-7$1,403,529$105,492$15,070iApproximate average salary by contribution assumption: employee only about $376,757 at 4% or $251,171 at 6%; with 50% employer match about $251,171 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-6$745,763$199,452$33,242iApproximate average salary by contribution assumption: employee only about $831,050 at 4% or $554,033 at 6%; with 50% employer match about $554,033 at 4% or $369,356 at 6%; with 100% employer match about $415,525 at 4% or $277,017 at 6%.
200927$1,579,042$214,802$30,686iApproximate average salary by contribution assumption: employee only about $767,150 at 4% or $511,433 at 6%; with 50% employer match about $511,433 at 4% or $340,956 at 6%; with 100% employer match about $383,575 at 4% or $255,717 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-7$1,112,503$99,544$14,221iApproximate average salary by contribution assumption: employee only about $355,514 at 4% or $237,010 at 6%; with 50% employer match about $237,010 at 4% or $158,006 at 6%; with 100% employer match about $177,757 at 4% or $118,505 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-5$466,539$115,258$23,052iApproximate average salary by contribution assumption: employee only about $576,290 at 4% or $384,193 at 6%; with 50% employer match about $384,193 at 4% or $256,129 at 6%; with 100% employer match about $288,145 at 4% or $192,097 at 6%.
200826$1,126,900$316,316$52,719iApproximate average salary by contribution assumption: employee only about $1,317,983 at 4% or $878,656 at 6%; with 50% employer match about $878,656 at 4% or $585,770 at 6%; with 100% employer match about $658,992 at 4% or $439,328 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-6$843,850$96,808$16,135iApproximate average salary by contribution assumption: employee only about $403,367 at 4% or $268,911 at 6%; with 50% employer match about $268,911 at 4% or $179,274 at 6%; with 100% employer match about $201,683 at 4% or $134,456 at 6%.
ULTIMA I, INC. CASH BALANCE PLAN-5$283,050$219,508$43,902iApproximate average salary by contribution assumption: employee only about $1,097,540 at 4% or $731,693 at 6%; with 50% employer match about $731,693 at 4% or $487,796 at 6%; with 100% employer match about $548,770 at 4% or $365,847 at 6%.
200726$0$0-
Ultima I Inc. 401(K) Profit Sharing Plan-6---
ULTIMA I, INC. CASH BALANCE PLAN-5---
200616$865,969$110,304$18,384iApproximate average salary by contribution assumption: employee only about $459,600 at 4% or $306,400 at 6%; with 50% employer match about $306,400 at 4% or $204,267 at 6%; with 100% employer match about $229,800 at 4% or $153,200 at 6%.
Ultima I Inc. 401(K) Profit Sharing Plan-6$865,969$110,304$18,384iApproximate average salary by contribution assumption: employee only about $459,600 at 4% or $306,400 at 6%; with 50% employer match about $306,400 at 4% or $204,267 at 6%; with 100% employer match about $229,800 at 4% or $153,200 at 6%.