Civic Intelligence

United Trading Company

Plan context: United Trading Company 401(K) Profit Sharing Plan and Trust

EIN 94-2652193 • San Francisco, CA • 17 filings • 3 plans

2272 Lombard Street Suite 3San Francisco, CA 94123
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,070,520

2024 Contributions

$83,000

Historical Graphs

Total Assets Over Time

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

$2,145,865$1,072,933$0200920172024YearValue
$2,070,520Latest year 2024

Participants Over Time

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

320200920172024YearValue
3Latest year 2024

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
202413$2,070,520$83,000$27,667iApproximate average salary by contribution assumption: employee only about $691,667 at 4% or $461,111 at 6%; with 50% employer match about $461,111 at 4% or $307,407 at 6%; with 100% employer match about $345,833 at 4% or $230,556 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$2,070,520$83,000$27,667iApproximate average salary by contribution assumption: employee only about $691,667 at 4% or $461,111 at 6%; with 50% employer match about $461,111 at 4% or $307,407 at 6%; with 100% employer match about $345,833 at 4% or $230,556 at 6%.
202313$1,946,950$0-
United Trading Company 401(K) Profit Sharing Plan and Trust-3$1,946,950--
202213$1,946,950$141,500$47,167iApproximate average salary by contribution assumption: employee only about $1,179,167 at 4% or $786,111 at 6%; with 50% employer match about $786,111 at 4% or $524,074 at 6%; with 100% employer match about $589,583 at 4% or $393,056 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$1,946,950$141,500$47,167iApproximate average salary by contribution assumption: employee only about $1,179,167 at 4% or $786,111 at 6%; with 50% employer match about $786,111 at 4% or $524,074 at 6%; with 100% employer match about $589,583 at 4% or $393,056 at 6%.
202113$2,145,865$141,500$47,167iApproximate average salary by contribution assumption: employee only about $1,179,167 at 4% or $786,111 at 6%; with 50% employer match about $786,111 at 4% or $524,074 at 6%; with 100% employer match about $589,583 at 4% or $393,056 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$2,145,865$141,500$47,167iApproximate average salary by contribution assumption: employee only about $1,179,167 at 4% or $786,111 at 6%; with 50% employer match about $786,111 at 4% or $524,074 at 6%; with 100% employer match about $589,583 at 4% or $393,056 at 6%.
202013$1,876,966$141,500$47,167iApproximate average salary by contribution assumption: employee only about $1,179,167 at 4% or $786,111 at 6%; with 50% employer match about $786,111 at 4% or $524,074 at 6%; with 100% employer match about $589,583 at 4% or $393,056 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$1,876,966$141,500$47,167iApproximate average salary by contribution assumption: employee only about $1,179,167 at 4% or $786,111 at 6%; with 50% employer match about $786,111 at 4% or $524,074 at 6%; with 100% employer match about $589,583 at 4% or $393,056 at 6%.
201913$1,641,861$139,000$46,333iApproximate average salary by contribution assumption: employee only about $1,158,333 at 4% or $772,222 at 6%; with 50% employer match about $772,222 at 4% or $514,815 at 6%; with 100% employer match about $579,167 at 4% or $386,111 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$1,641,861$139,000$46,333iApproximate average salary by contribution assumption: employee only about $1,158,333 at 4% or $772,222 at 6%; with 50% employer match about $772,222 at 4% or $514,815 at 6%; with 100% employer match about $579,167 at 4% or $386,111 at 6%.
201813$1,377,994$137,500$45,833iApproximate average salary by contribution assumption: employee only about $1,145,833 at 4% or $763,889 at 6%; with 50% employer match about $763,889 at 4% or $509,259 at 6%; with 100% employer match about $572,917 at 4% or $381,944 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$1,377,994$137,500$45,833iApproximate average salary by contribution assumption: employee only about $1,145,833 at 4% or $763,889 at 6%; with 50% employer match about $763,889 at 4% or $509,259 at 6%; with 100% employer match about $572,917 at 4% or $381,944 at 6%.
201713$1,267,031$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$1,267,031$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
201613$1,050,795$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$1,050,795$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
201513$899,811$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$899,811$136,000$45,333iApproximate average salary by contribution assumption: employee only about $1,133,333 at 4% or $755,556 at 6%; with 50% employer match about $755,556 at 4% or $503,704 at 6%; with 100% employer match about $566,667 at 4% or $377,778 at 6%.
201413$796,257$133,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$796,257$133,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
201313$641,537$133,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$641,537$133,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.
201213$468,241$126,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$468,241$126,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
201113$319,307$94,314$31,438iApproximate average salary by contribution assumption: employee only about $785,950 at 4% or $523,967 at 6%; with 50% employer match about $523,967 at 4% or $349,311 at 6%; with 100% employer match about $392,975 at 4% or $261,983 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$319,307$94,314$31,438iApproximate average salary by contribution assumption: employee only about $785,950 at 4% or $523,967 at 6%; with 50% employer match about $523,967 at 4% or $349,311 at 6%; with 100% employer match about $392,975 at 4% or $261,983 at 6%.
201013$231,592$122,882$40,961iApproximate average salary by contribution assumption: employee only about $1,024,017 at 4% or $682,678 at 6%; with 50% employer match about $682,678 at 4% or $455,119 at 6%; with 100% employer match about $512,008 at 4% or $341,339 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$231,592$122,882$40,961iApproximate average salary by contribution assumption: employee only about $1,024,017 at 4% or $682,678 at 6%; with 50% employer match about $682,678 at 4% or $455,119 at 6%; with 100% employer match about $512,008 at 4% or $341,339 at 6%.
200923$197,700$197,600$65,867iApproximate average salary by contribution assumption: employee only about $1,646,667 at 4% or $1,097,778 at 6%; with 50% employer match about $1,097,778 at 4% or $731,852 at 6%; with 100% employer match about $823,333 at 4% or $548,889 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$101,050$101,000$33,667iApproximate average salary by contribution assumption: employee only about $841,667 at 4% or $561,111 at 6%; with 50% employer match about $561,111 at 4% or $374,074 at 6%; with 100% employer match about $420,833 at 4% or $280,556 at 6%.
United Trading Company 401(K) Profit Sharing Plan and Trust-3$96,650$96,600$32,200iApproximate average salary by contribution assumption: employee only about $805,000 at 4% or $536,667 at 6%; with 50% employer match about $536,667 at 4% or $357,778 at 6%; with 100% employer match about $402,500 at 4% or $268,333 at 6%.