Citi Equities Inc.
Plan context: Citi Equities Inc. Cash Balance Pension Plan and Trust
EIN 11-2729969 • New York, NY • 34 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,918,403
2024 Contributions
$1,056,851
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $3,918,403 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 3 | $3,918,403 | $0 | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 0 | $0 | $0 | - |
| 2023 | 2 | 4 | $8,571,893 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $6,357,210 | $0 | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $2,214,683 | $0 | - |
| 2022 | 2 | 4 | $7,964,362 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $5,977,003 | - | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $1,987,359 | $0 | - |
| 2021 | 2 | 4 | $9,912,816 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $7,584,524 | - | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $2,328,292 | $0 | - |
| 2020 | 2 | 4 | $8,771,938 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $6,662,668 | - | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $2,109,270 | $0 | - |
| 2019 | 2 | 4 | $8,398,976 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $6,502,705 | - | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $1,896,271 | $0 | - |
| 2018 | 2 | 4 | $7,429,436 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $5,752,216 | - | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $1,677,220 | $0 | - |
| 2017 | 2 | 4 | $8,118,551 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $6,247,746 | - | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $1,870,805 | $0 | - |
| 2016 | 2 | 4 | $8,271,336 | $1,056,851 | $264,213iApproximate average salary by contribution assumption: employee only about $6,605,319 at 4% or $4,403,546 at 6%; with 50% employer match about $4,403,546 at 4% or $2,935,697 at 6%; with 100% employer match about $3,302,659 at 4% or $2,201,773 at 6%. |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $6,069,395 | $820,851 | $205,213iApproximate average salary by contribution assumption: employee only about $5,130,319 at 4% or $3,420,213 at 6%; with 50% employer match about $3,420,213 at 4% or $2,280,142 at 6%; with 100% employer match about $2,565,159 at 4% or $1,710,106 at 6%. |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $2,201,941 | $236,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2015 | 2 | 4 | $6,704,923 | $1,041,547 | $260,387iApproximate average salary by contribution assumption: employee only about $6,509,669 at 4% or $4,339,779 at 6%; with 50% employer match about $4,339,779 at 4% or $2,893,186 at 6%; with 100% employer match about $3,254,834 at 4% or $2,169,890 at 6%. |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $5,298,420 | $811,547 | $202,887iApproximate average salary by contribution assumption: employee only about $5,072,169 at 4% or $3,381,446 at 6%; with 50% employer match about $3,381,446 at 4% or $2,254,297 at 6%; with 100% employer match about $2,536,084 at 4% or $1,690,723 at 6%. |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $1,406,503 | $230,000 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| 2014 | 2 | 4 | $6,035,560 | $1,024,437 | $256,109iApproximate average salary by contribution assumption: employee only about $6,402,731 at 4% or $4,268,488 at 6%; with 50% employer match about $4,268,488 at 4% or $2,845,658 at 6%; with 100% employer match about $3,201,366 at 4% or $2,134,244 at 6%. |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $4,800,570 | $799,937 | $199,984iApproximate average salary by contribution assumption: employee only about $4,999,606 at 4% or $3,333,071 at 6%; with 50% employer match about $3,333,071 at 4% or $2,222,047 at 6%; with 100% employer match about $2,499,803 at 4% or $1,666,535 at 6%. |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $1,234,990 | $224,500 | $56,125iApproximate average salary by contribution assumption: employee only about $1,403,125 at 4% or $935,417 at 6%; with 50% employer match about $935,417 at 4% or $623,611 at 6%; with 100% employer match about $701,563 at 4% or $467,708 at 6%. |
| 2013 | 2 | 4 | $4,977,480 | $1,009,179 | $252,295iApproximate average salary by contribution assumption: employee only about $6,307,369 at 4% or $4,204,913 at 6%; with 50% employer match about $4,204,913 at 4% or $2,803,275 at 6%; with 100% employer match about $3,153,684 at 4% or $2,102,456 at 6%. |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $3,934,526 | $788,679 | $197,170iApproximate average salary by contribution assumption: employee only about $4,929,244 at 4% or $3,286,163 at 6%; with 50% employer match about $3,286,163 at 4% or $2,190,775 at 6%; with 100% employer match about $2,464,622 at 4% or $1,643,081 at 6%. |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $1,042,954 | $220,500 | $55,125iApproximate average salary by contribution assumption: employee only about $1,378,125 at 4% or $918,750 at 6%; with 50% employer match about $918,750 at 4% or $612,500 at 6%; with 100% employer match about $689,063 at 4% or $459,375 at 6%. |
| 2012 | 2 | 4 | $3,700,502 | $0 | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $2,939,860 | $0 | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $760,642 | $0 | - |
| 2011 | 2 | 4 | $3,529,595 | $878,124 | $219,531iApproximate average salary by contribution assumption: employee only about $5,488,275 at 4% or $3,658,850 at 6%; with 50% employer match about $3,658,850 at 4% or $2,439,233 at 6%; with 100% employer match about $2,744,138 at 4% or $1,829,425 at 6%. |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $2,834,477 | $682,124 | $170,531iApproximate average salary by contribution assumption: employee only about $4,263,275 at 4% or $2,842,183 at 6%; with 50% employer match about $2,842,183 at 4% or $1,894,789 at 6%; with 100% employer match about $2,131,638 at 4% or $1,421,092 at 6%. |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $695,118 | $196,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| 2010 | 2 | 4 | $2,827,812 | $964,290 | $241,073iApproximate average salary by contribution assumption: employee only about $6,026,813 at 4% or $4,017,875 at 6%; with 50% employer match about $4,017,875 at 4% or $2,678,583 at 6%; with 100% employer match about $3,013,406 at 4% or $2,008,938 at 6%. |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $2,250,186 | $751,790 | $187,948iApproximate average salary by contribution assumption: employee only about $4,698,688 at 4% or $3,132,458 at 6%; with 50% employer match about $3,132,458 at 4% or $2,088,306 at 6%; with 100% employer match about $2,349,344 at 4% or $1,566,229 at 6%. |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $577,626 | $212,500 | $53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%. |
| 2009 | 2 | 4 | $1,796,587 | $963,500 | $240,875iApproximate average salary by contribution assumption: employee only about $6,021,875 at 4% or $4,014,583 at 6%; with 50% employer match about $4,014,583 at 4% or $2,676,389 at 6%; with 100% employer match about $3,010,938 at 4% or $2,007,292 at 6%. |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | $1,452,840 | $751,000 | $187,750iApproximate average salary by contribution assumption: employee only about $4,693,750 at 4% or $3,129,167 at 6%; with 50% employer match about $3,129,167 at 4% or $2,086,111 at 6%; with 100% employer match about $2,346,875 at 4% or $1,564,583 at 6%. |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | $343,747 | $212,500 | $53,125iApproximate average salary by contribution assumption: employee only about $1,328,125 at 4% or $885,417 at 6%; with 50% employer match about $885,417 at 4% or $590,278 at 6%; with 100% employer match about $664,063 at 4% or $442,708 at 6%. |
| 2008 | 2 | 4 | $0 | $0 | - |
| CITI EQUITIES, INC. INCENTIVE SAVINGS PLAN AND TRUST | - | 4 | - | - | - |
| Citi Equities Inc. Cash Balance Pension Plan and Trust | - | 4 | - | - | - |