Civic Intelligence

Jordan Ugalde Holdings Inc.

Plan context: Jordan Ugalde Holdings Inc. 401(K) Plan

EIN 99-1888243 • 2 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$109,766

2025 Contributions

$64,638

Historical Graphs

Total Assets Over Time

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

$109,766$54,883$020242025YearValue
$109,766Latest year 2025

Participants Over Time

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

63020242025YearValue
4Latest year 2025

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
202514$109,766$64,638$16,160iApproximate average salary by contribution assumption: employee only about $403,988 at 4% or $269,325 at 6%; with 50% employer match about $269,325 at 4% or $179,550 at 6%; with 100% employer match about $201,994 at 4% or $134,663 at 6%.
Jordan Ugalde Holdings Inc. 401(K) Plan-4$109,766$64,638$16,160iApproximate average salary by contribution assumption: employee only about $403,988 at 4% or $269,325 at 6%; with 50% employer match about $269,325 at 4% or $179,550 at 6%; with 100% employer match about $201,994 at 4% or $134,663 at 6%.
202416$33,301$140,088$23,348iApproximate average salary by contribution assumption: employee only about $583,700 at 4% or $389,133 at 6%; with 50% employer match about $389,133 at 4% or $259,422 at 6%; with 100% employer match about $291,850 at 4% or $194,567 at 6%.
Jordan Ugalde Holdings Inc. 401(K) Plan-6$33,301$140,088$23,348iApproximate average salary by contribution assumption: employee only about $583,700 at 4% or $389,133 at 6%; with 50% employer match about $389,133 at 4% or $259,422 at 6%; with 100% employer match about $291,850 at 4% or $194,567 at 6%.