Civic Intelligence

Ueltzen & Company LLP

Plan context: Ueltzen & Company LLP Profit Sharing and 401(K) Plan

EIN 91-1752247 • Sacramento, CA • 15 filings • 4 plans

3600 American River Dr., Suite 150Sacramento, CA 95864
Current Snapshot

Latest Year

2015

2015 Participants

17

2015 Assets

$3,055,200

2015 Contributions

$211,054

Historical Graphs

Total Assets Over Time

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

$3,924,887$1,962,444$0200020082014YearValue
$3,055,200Latest year 2014

Participants Over Time

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

20100200020082014YearValue
17Latest year 2014

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
201510$0$0-
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-0$0--
2014117$3,055,200$211,054$12,415iApproximate average salary by contribution assumption: employee only about $310,374 at 4% or $206,916 at 6%; with 50% employer match about $206,916 at 4% or $137,944 at 6%; with 100% employer match about $155,187 at 4% or $103,458 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-17$3,055,200$211,054$12,415iApproximate average salary by contribution assumption: employee only about $310,374 at 4% or $206,916 at 6%; with 50% employer match about $206,916 at 4% or $137,944 at 6%; with 100% employer match about $155,187 at 4% or $103,458 at 6%.
2013118$3,924,887$270,491$15,027iApproximate average salary by contribution assumption: employee only about $375,682 at 4% or $250,455 at 6%; with 50% employer match about $250,455 at 4% or $166,970 at 6%; with 100% employer match about $187,841 at 4% or $125,227 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-18$3,924,887$270,491$15,027iApproximate average salary by contribution assumption: employee only about $375,682 at 4% or $250,455 at 6%; with 50% employer match about $250,455 at 4% or $166,970 at 6%; with 100% employer match about $187,841 at 4% or $125,227 at 6%.
2012116$3,173,033$276,012$17,251iApproximate average salary by contribution assumption: employee only about $431,269 at 4% or $287,513 at 6%; with 50% employer match about $287,513 at 4% or $191,675 at 6%; with 100% employer match about $215,634 at 4% or $143,756 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-16$3,173,033$276,012$17,251iApproximate average salary by contribution assumption: employee only about $431,269 at 4% or $287,513 at 6%; with 50% employer match about $287,513 at 4% or $191,675 at 6%; with 100% employer match about $215,634 at 4% or $143,756 at 6%.
2011120$2,994,587$358,546$17,927iApproximate average salary by contribution assumption: employee only about $448,183 at 4% or $298,788 at 6%; with 50% employer match about $298,788 at 4% or $199,192 at 6%; with 100% employer match about $224,091 at 4% or $149,394 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-20$2,994,587$358,546$17,927iApproximate average salary by contribution assumption: employee only about $448,183 at 4% or $298,788 at 6%; with 50% employer match about $298,788 at 4% or $199,192 at 6%; with 100% employer match about $224,091 at 4% or $149,394 at 6%.
2010120$2,840,923$314,875$15,744iApproximate average salary by contribution assumption: employee only about $393,594 at 4% or $262,396 at 6%; with 50% employer match about $262,396 at 4% or $174,931 at 6%; with 100% employer match about $196,797 at 4% or $131,198 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-20$2,840,923$314,875$15,744iApproximate average salary by contribution assumption: employee only about $393,594 at 4% or $262,396 at 6%; with 50% employer match about $262,396 at 4% or $174,931 at 6%; with 100% employer match about $196,797 at 4% or $131,198 at 6%.
2009119$2,236,786$422,968$22,261iApproximate average salary by contribution assumption: employee only about $556,537 at 4% or $371,025 at 6%; with 50% employer match about $371,025 at 4% or $247,350 at 6%; with 100% employer match about $278,268 at 4% or $185,512 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-19$2,236,786$422,968$22,261iApproximate average salary by contribution assumption: employee only about $556,537 at 4% or $371,025 at 6%; with 50% employer match about $371,025 at 4% or $247,350 at 6%; with 100% employer match about $278,268 at 4% or $185,512 at 6%.
2008115$1,727,296$487,878$32,525iApproximate average salary by contribution assumption: employee only about $813,130 at 4% or $542,087 at 6%; with 50% employer match about $542,087 at 4% or $361,391 at 6%; with 100% employer match about $406,565 at 4% or $271,043 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-15$1,727,296$487,878$32,525iApproximate average salary by contribution assumption: employee only about $813,130 at 4% or $542,087 at 6%; with 50% employer match about $542,087 at 4% or $361,391 at 6%; with 100% employer match about $406,565 at 4% or $271,043 at 6%.
2007117$2,139,034$536,905$31,583iApproximate average salary by contribution assumption: employee only about $789,566 at 4% or $526,377 at 6%; with 50% employer match about $526,377 at 4% or $350,918 at 6%; with 100% employer match about $394,783 at 4% or $263,189 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-17$2,139,034$536,905$31,583iApproximate average salary by contribution assumption: employee only about $789,566 at 4% or $526,377 at 6%; with 50% employer match about $526,377 at 4% or $350,918 at 6%; with 100% employer match about $394,783 at 4% or $263,189 at 6%.
2006111$1,520,101$264,503$24,046iApproximate average salary by contribution assumption: employee only about $601,143 at 4% or $400,762 at 6%; with 50% employer match about $400,762 at 4% or $267,175 at 6%; with 100% employer match about $300,572 at 4% or $200,381 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-11$1,520,101$264,503$24,046iApproximate average salary by contribution assumption: employee only about $601,143 at 4% or $400,762 at 6%; with 50% employer match about $400,762 at 4% or $267,175 at 6%; with 100% employer match about $300,572 at 4% or $200,381 at 6%.
2004111$899,636$222,301$20,209iApproximate average salary by contribution assumption: employee only about $505,230 at 4% or $336,820 at 6%; with 50% employer match about $336,820 at 4% or $224,546 at 6%; with 100% employer match about $252,615 at 4% or $168,410 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-11$899,636$222,301$20,209iApproximate average salary by contribution assumption: employee only about $505,230 at 4% or $336,820 at 6%; with 50% employer match about $336,820 at 4% or $224,546 at 6%; with 100% employer match about $252,615 at 4% or $168,410 at 6%.
2003111$610,828$208,729$18,975iApproximate average salary by contribution assumption: employee only about $474,384 at 4% or $316,256 at 6%; with 50% employer match about $316,256 at 4% or $210,837 at 6%; with 100% employer match about $237,192 at 4% or $158,128 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-11$610,828$208,729$18,975iApproximate average salary by contribution assumption: employee only about $474,384 at 4% or $316,256 at 6%; with 50% employer match about $316,256 at 4% or $210,837 at 6%; with 100% employer match about $237,192 at 4% or $158,128 at 6%.
200219$311,542$146,411$16,268iApproximate average salary by contribution assumption: employee only about $406,697 at 4% or $271,131 at 6%; with 50% employer match about $271,131 at 4% or $180,754 at 6%; with 100% employer match about $203,349 at 4% or $135,566 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-9$311,542$146,411$16,268iApproximate average salary by contribution assumption: employee only about $406,697 at 4% or $271,131 at 6%; with 50% employer match about $271,131 at 4% or $180,754 at 6%; with 100% employer match about $203,349 at 4% or $135,566 at 6%.
200110$237,765$112,942-
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-0$237,765$112,942-
200015$160,674$82,603$16,521iApproximate average salary by contribution assumption: employee only about $413,015 at 4% or $275,343 at 6%; with 50% employer match about $275,343 at 4% or $183,562 at 6%; with 100% employer match about $206,507 at 4% or $137,672 at 6%.
Ueltzen & Company LLP Profit Sharing and 401(K) Plan-5$160,674$82,603$16,521iApproximate average salary by contribution assumption: employee only about $413,015 at 4% or $275,343 at 6%; with 50% employer match about $275,343 at 4% or $183,562 at 6%; with 100% employer match about $206,507 at 4% or $137,672 at 6%.