Union Financial Services Inc.
Plan context: Union Financial Services Inc. 401K Plan
EIN 88-0337498 • 8 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$81,021
2002 Contributions
$100,237
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 0 | $0 | $0 | - |
| Union Financial Services Inc. 401K Plan | - | 0 | - | - | - |
| Union Financial Services Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 0 | $81,021 | $0 | - |
| Union Financial Services Inc. 401K Plan | - | 0 | $81,021 | - | - |
| Union Financial Services Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 2 | 3 | $368,118 | $0 | - |
| Union Financial Services Inc. 401K Plan | - | 3 | $202,557 | - | - |
| Union Financial Services Inc. Money Purchase Pension Plan | - | 3 | $165,561 | - | - |
| 1999 | 2 | 4 | $400,494 | $100,237 | $25,059iApproximate average salary by contribution assumption: employee only about $626,481 at 4% or $417,654 at 6%; with 50% employer match about $417,654 at 4% or $278,436 at 6%; with 100% employer match about $313,241 at 4% or $208,827 at 6%. |
| Union Financial Services Inc. 401K Plan | - | 4 | $219,604 | $46,777 | $11,694iApproximate average salary by contribution assumption: employee only about $292,356 at 4% or $194,904 at 6%; with 50% employer match about $194,904 at 4% or $129,936 at 6%; with 100% employer match about $146,178 at 4% or $97,452 at 6%. |
| Union Financial Services Inc. Money Purchase Pension Plan | - | 4 | $180,890 | $53,460 | $13,365iApproximate average salary by contribution assumption: employee only about $334,125 at 4% or $222,750 at 6%; with 50% employer match about $222,750 at 4% or $148,500 at 6%; with 100% employer match about $167,063 at 4% or $111,375 at 6%. |