Civic Intelligence

Uboldi, Heinke & Company, Cpas

Plan context: Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan

EIN 94-2750955 • Napa, CA • 25 filings • 4 plans

563 Jefferson StreetNapa, CA 94559-0000
Current Snapshot

Latest Year

2023

2023 Participants

9

2023 Assets

$203,029

2023 Contributions

$55,544

Historical Graphs

Total Assets Over Time

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

$1,095,296$547,648$0199920122022YearValue
$203,029Latest year 2022

Participants Over Time

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

1160199920112022YearValue
9Latest year 2022

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
202310$0$55,544-
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-0$0$55,544-
202219$203,029$43,609$4,845iApproximate average salary by contribution assumption: employee only about $121,136 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,379 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$203,029$43,609$4,845iApproximate average salary by contribution assumption: employee only about $121,136 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,379 at 6%.
202119$172,079$27,865$3,096iApproximate average salary by contribution assumption: employee only about $77,403 at 4% or $51,602 at 6%; with 50% employer match about $51,602 at 4% or $34,401 at 6%; with 100% employer match about $38,701 at 4% or $25,801 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$172,079$27,865$3,096iApproximate average salary by contribution assumption: employee only about $77,403 at 4% or $51,602 at 6%; with 50% employer match about $51,602 at 4% or $34,401 at 6%; with 100% employer match about $38,701 at 4% or $25,801 at 6%.
202019$160,396$42,858$4,762iApproximate average salary by contribution assumption: employee only about $119,050 at 4% or $79,367 at 6%; with 50% employer match about $79,367 at 4% or $52,911 at 6%; with 100% employer match about $59,525 at 4% or $39,683 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$160,396$42,858$4,762iApproximate average salary by contribution assumption: employee only about $119,050 at 4% or $79,367 at 6%; with 50% employer match about $79,367 at 4% or $52,911 at 6%; with 100% employer match about $59,525 at 4% or $39,683 at 6%.
201919$285,614$12,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$285,614$12,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
201818$265,280$12,200$1,525iApproximate average salary by contribution assumption: employee only about $38,125 at 4% or $25,417 at 6%; with 50% employer match about $25,417 at 4% or $16,944 at 6%; with 100% employer match about $19,063 at 4% or $12,708 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$265,280$12,200$1,525iApproximate average salary by contribution assumption: employee only about $38,125 at 4% or $25,417 at 6%; with 50% employer match about $25,417 at 4% or $16,944 at 6%; with 100% employer match about $19,063 at 4% or $12,708 at 6%.
201719$268,137$18,168$2,019iApproximate average salary by contribution assumption: employee only about $50,467 at 4% or $33,644 at 6%; with 50% employer match about $33,644 at 4% or $22,430 at 6%; with 100% employer match about $25,233 at 4% or $16,822 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$268,137$18,168$2,019iApproximate average salary by contribution assumption: employee only about $50,467 at 4% or $33,644 at 6%; with 50% employer match about $33,644 at 4% or $22,430 at 6%; with 100% employer match about $25,233 at 4% or $16,822 at 6%.
201619$258,308$16,363$1,818iApproximate average salary by contribution assumption: employee only about $45,453 at 4% or $30,302 at 6%; with 50% employer match about $30,302 at 4% or $20,201 at 6%; with 100% employer match about $22,726 at 4% or $15,151 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$258,308$16,363$1,818iApproximate average salary by contribution assumption: employee only about $45,453 at 4% or $30,302 at 6%; with 50% employer match about $30,302 at 4% or $20,201 at 6%; with 100% employer match about $22,726 at 4% or $15,151 at 6%.
201518$584,367$14,200$1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$584,367$14,200$1,775iApproximate average salary by contribution assumption: employee only about $44,375 at 4% or $29,583 at 6%; with 50% employer match about $29,583 at 4% or $19,722 at 6%; with 100% employer match about $22,188 at 4% or $14,792 at 6%.
201418$578,383$12,680$1,585iApproximate average salary by contribution assumption: employee only about $39,625 at 4% or $26,417 at 6%; with 50% employer match about $26,417 at 4% or $17,611 at 6%; with 100% employer match about $19,813 at 4% or $13,208 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$578,383$12,680$1,585iApproximate average salary by contribution assumption: employee only about $39,625 at 4% or $26,417 at 6%; with 50% employer match about $26,417 at 4% or $17,611 at 6%; with 100% employer match about $19,813 at 4% or $13,208 at 6%.
201319$626,726$36,921$4,102iApproximate average salary by contribution assumption: employee only about $102,558 at 4% or $68,372 at 6%; with 50% employer match about $68,372 at 4% or $45,581 at 6%; with 100% employer match about $51,279 at 4% or $34,186 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$626,726$36,921$4,102iApproximate average salary by contribution assumption: employee only about $102,558 at 4% or $68,372 at 6%; with 50% employer match about $68,372 at 4% or $45,581 at 6%; with 100% employer match about $51,279 at 4% or $34,186 at 6%.
2012111$671,252$171,752$15,614iApproximate average salary by contribution assumption: employee only about $390,345 at 4% or $260,230 at 6%; with 50% employer match about $260,230 at 4% or $173,487 at 6%; with 100% employer match about $195,173 at 4% or $130,115 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-11$671,252$171,752$15,614iApproximate average salary by contribution assumption: employee only about $390,345 at 4% or $260,230 at 6%; with 50% employer match about $260,230 at 4% or $173,487 at 6%; with 100% employer match about $195,173 at 4% or $130,115 at 6%.
201119$831,703$46,235$5,137iApproximate average salary by contribution assumption: employee only about $128,431 at 4% or $85,620 at 6%; with 50% employer match about $85,620 at 4% or $57,080 at 6%; with 100% employer match about $64,215 at 4% or $42,810 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$831,703$46,235$5,137iApproximate average salary by contribution assumption: employee only about $128,431 at 4% or $85,620 at 6%; with 50% employer match about $85,620 at 4% or $57,080 at 6%; with 100% employer match about $64,215 at 4% or $42,810 at 6%.
201019$1,095,296$29,070$3,230iApproximate average salary by contribution assumption: employee only about $80,750 at 4% or $53,833 at 6%; with 50% employer match about $53,833 at 4% or $35,889 at 6%; with 100% employer match about $40,375 at 4% or $26,917 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$1,095,296$29,070$3,230iApproximate average salary by contribution assumption: employee only about $80,750 at 4% or $53,833 at 6%; with 50% employer match about $53,833 at 4% or $35,889 at 6%; with 100% employer match about $40,375 at 4% or $26,917 at 6%.
200918$969,075$65,920$8,240iApproximate average salary by contribution assumption: employee only about $206,000 at 4% or $137,333 at 6%; with 50% employer match about $137,333 at 4% or $91,556 at 6%; with 100% employer match about $103,000 at 4% or $68,667 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$969,075$65,920$8,240iApproximate average salary by contribution assumption: employee only about $206,000 at 4% or $137,333 at 6%; with 50% employer match about $137,333 at 4% or $91,556 at 6%; with 100% employer match about $103,000 at 4% or $68,667 at 6%.
200817$817,593$57,998$8,285iApproximate average salary by contribution assumption: employee only about $207,136 at 4% or $138,090 at 6%; with 50% employer match about $138,090 at 4% or $92,060 at 6%; with 100% employer match about $103,568 at 4% or $69,045 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-7$817,593$57,998$8,285iApproximate average salary by contribution assumption: employee only about $207,136 at 4% or $138,090 at 6%; with 50% employer match about $138,090 at 4% or $92,060 at 6%; with 100% employer match about $103,568 at 4% or $69,045 at 6%.
200718$0$0-
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8---
200617$955,875$80,059$11,437iApproximate average salary by contribution assumption: employee only about $285,925 at 4% or $190,617 at 6%; with 50% employer match about $190,617 at 4% or $127,078 at 6%; with 100% employer match about $142,963 at 4% or $95,308 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-7$955,875$80,059$11,437iApproximate average salary by contribution assumption: employee only about $285,925 at 4% or $190,617 at 6%; with 50% employer match about $190,617 at 4% or $127,078 at 6%; with 100% employer match about $142,963 at 4% or $95,308 at 6%.
200519$795,899$96,890$10,766iApproximate average salary by contribution assumption: employee only about $269,139 at 4% or $179,426 at 6%; with 50% employer match about $179,426 at 4% or $119,617 at 6%; with 100% employer match about $134,569 at 4% or $89,713 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-9$795,899$96,890$10,766iApproximate average salary by contribution assumption: employee only about $269,139 at 4% or $179,426 at 6%; with 50% employer match about $179,426 at 4% or $119,617 at 6%; with 100% employer match about $134,569 at 4% or $89,713 at 6%.
2004110$640,065$73,680$7,368iApproximate average salary by contribution assumption: employee only about $184,200 at 4% or $122,800 at 6%; with 50% employer match about $122,800 at 4% or $81,867 at 6%; with 100% employer match about $92,100 at 4% or $61,400 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-10$640,065$73,680$7,368iApproximate average salary by contribution assumption: employee only about $184,200 at 4% or $122,800 at 6%; with 50% employer match about $122,800 at 4% or $81,867 at 6%; with 100% employer match about $92,100 at 4% or $61,400 at 6%.
200318$510,727$65,867$8,233iApproximate average salary by contribution assumption: employee only about $205,834 at 4% or $137,223 at 6%; with 50% employer match about $137,223 at 4% or $91,482 at 6%; with 100% employer match about $102,917 at 4% or $68,611 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$510,727$65,867$8,233iApproximate average salary by contribution assumption: employee only about $205,834 at 4% or $137,223 at 6%; with 50% employer match about $137,223 at 4% or $91,482 at 6%; with 100% employer match about $102,917 at 4% or $68,611 at 6%.
200218$381,387$62,943$7,868iApproximate average salary by contribution assumption: employee only about $196,697 at 4% or $131,131 at 6%; with 50% employer match about $131,131 at 4% or $87,421 at 6%; with 100% employer match about $98,348 at 4% or $65,566 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$381,387$62,943$7,868iApproximate average salary by contribution assumption: employee only about $196,697 at 4% or $131,131 at 6%; with 50% employer match about $131,131 at 4% or $87,421 at 6%; with 100% employer match about $98,348 at 4% or $65,566 at 6%.
200118$396,621$48,239$6,030iApproximate average salary by contribution assumption: employee only about $150,747 at 4% or $100,498 at 6%; with 50% employer match about $100,498 at 4% or $66,999 at 6%; with 100% employer match about $75,373 at 4% or $50,249 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$396,621$48,239$6,030iApproximate average salary by contribution assumption: employee only about $150,747 at 4% or $100,498 at 6%; with 50% employer match about $100,498 at 4% or $66,999 at 6%; with 100% employer match about $75,373 at 4% or $50,249 at 6%.
200018$0$0-
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8---
199918$354,567$45,500$5,688iApproximate average salary by contribution assumption: employee only about $142,188 at 4% or $94,792 at 6%; with 50% employer match about $94,792 at 4% or $63,194 at 6%; with 100% employer match about $71,094 at 4% or $47,396 at 6%.
Uboldi, Heinke & Company Cpas 401K Profit Sharing Plan-8$354,567$45,500$5,688iApproximate average salary by contribution assumption: employee only about $142,188 at 4% or $94,792 at 6%; with 50% employer match about $94,792 at 4% or $63,194 at 6%; with 100% employer match about $71,094 at 4% or $47,396 at 6%.