Uesugi & Associates
Plan context: Uesugi & Associates Defined Benefit Pension Plan
EIN 94-3179650 • San Francisco, CA • 16 filings • 1 plans
Current Snapshot
Latest Year
2014
2014 Participants
2
2014 Assets
$391,707
2014 Contributions
$26,544
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 2 | $391,707 | $26,544 | $13,272iApproximate average salary by contribution assumption: employee only about $331,800 at 4% or $221,200 at 6%; with 50% employer match about $221,200 at 4% or $147,467 at 6%; with 100% employer match about $165,900 at 4% or $110,600 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 2 | $391,707 | $26,544 | $13,272iApproximate average salary by contribution assumption: employee only about $331,800 at 4% or $221,200 at 6%; with 50% employer match about $221,200 at 4% or $147,467 at 6%; with 100% employer match about $165,900 at 4% or $110,600 at 6%. |
| 2013 | 1 | 6 | $460,830 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $460,830 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| 2012 | 1 | 6 | $814,991 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $814,991 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2011 | 1 | 6 | $740,259 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $740,259 | $35,000 | $5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%. |
| 2010 | 1 | 7 | $753,333 | $0 | - |
| Uesugi & Associates Defined Benefit Pension Plan | - | 7 | $753,333 | - | - |
| 2009 | 1 | 7 | $796,539 | $47,774 | $6,825iApproximate average salary by contribution assumption: employee only about $170,621 at 4% or $113,748 at 6%; with 50% employer match about $113,748 at 4% or $75,832 at 6%; with 100% employer match about $85,311 at 4% or $56,874 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 7 | $796,539 | $47,774 | $6,825iApproximate average salary by contribution assumption: employee only about $170,621 at 4% or $113,748 at 6%; with 50% employer match about $113,748 at 4% or $75,832 at 6%; with 100% employer match about $85,311 at 4% or $56,874 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Uesugi & Associates Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Uesugi & Associates Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $680,642 | $154,735 | $25,789iApproximate average salary by contribution assumption: employee only about $644,729 at 4% or $429,819 at 6%; with 50% employer match about $429,819 at 4% or $286,546 at 6%; with 100% employer match about $322,365 at 4% or $214,910 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $680,642 | $154,735 | $25,789iApproximate average salary by contribution assumption: employee only about $644,729 at 4% or $429,819 at 6%; with 50% employer match about $429,819 at 4% or $286,546 at 6%; with 100% employer match about $322,365 at 4% or $214,910 at 6%. |
| 2005 | 1 | 6 | $559,508 | $112,024 | $18,671iApproximate average salary by contribution assumption: employee only about $466,767 at 4% or $311,178 at 6%; with 50% employer match about $311,178 at 4% or $207,452 at 6%; with 100% employer match about $233,383 at 4% or $155,589 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $559,508 | $112,024 | $18,671iApproximate average salary by contribution assumption: employee only about $466,767 at 4% or $311,178 at 6%; with 50% employer match about $311,178 at 4% or $207,452 at 6%; with 100% employer match about $233,383 at 4% or $155,589 at 6%. |
| 2004 | 1 | 7 | $0 | $0 | - |
| Uesugi & Associates Defined Benefit Pension Plan | - | 7 | - | - | - |
| 2003 | 1 | 6 | $344,781 | $33,166 | $5,528iApproximate average salary by contribution assumption: employee only about $138,192 at 4% or $92,128 at 6%; with 50% employer match about $92,128 at 4% or $61,419 at 6%; with 100% employer match about $69,096 at 4% or $46,064 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $344,781 | $33,166 | $5,528iApproximate average salary by contribution assumption: employee only about $138,192 at 4% or $92,128 at 6%; with 50% employer match about $92,128 at 4% or $61,419 at 6%; with 100% employer match about $69,096 at 4% or $46,064 at 6%. |
| 2002 | 1 | 6 | $304,864 | $29,735 | $4,956iApproximate average salary by contribution assumption: employee only about $123,896 at 4% or $82,597 at 6%; with 50% employer match about $82,597 at 4% or $55,065 at 6%; with 100% employer match about $61,948 at 4% or $41,299 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $304,864 | $29,735 | $4,956iApproximate average salary by contribution assumption: employee only about $123,896 at 4% or $82,597 at 6%; with 50% employer match about $82,597 at 4% or $55,065 at 6%; with 100% employer match about $61,948 at 4% or $41,299 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | - | - | - |
| 2000 | 1 | 7 | $245,221 | $12,082 | $1,726iApproximate average salary by contribution assumption: employee only about $43,150 at 4% or $28,767 at 6%; with 50% employer match about $28,767 at 4% or $19,178 at 6%; with 100% employer match about $21,575 at 4% or $14,383 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 7 | $245,221 | $12,082 | $1,726iApproximate average salary by contribution assumption: employee only about $43,150 at 4% or $28,767 at 6%; with 50% employer match about $28,767 at 4% or $19,178 at 6%; with 100% employer match about $21,575 at 4% or $14,383 at 6%. |
| 1999 | 1 | 6 | $229,802 | $57,361 | $9,560iApproximate average salary by contribution assumption: employee only about $239,004 at 4% or $159,336 at 6%; with 50% employer match about $159,336 at 4% or $106,224 at 6%; with 100% employer match about $119,502 at 4% or $79,668 at 6%. |
| Uesugi & Associates Defined Benefit Pension Plan | - | 6 | $229,802 | $57,361 | $9,560iApproximate average salary by contribution assumption: employee only about $239,004 at 4% or $159,336 at 6%; with 50% employer match about $159,336 at 4% or $106,224 at 6%; with 100% employer match about $119,502 at 4% or $79,668 at 6%. |