Civic Intelligence

William Lloyd

Plan context: Fmt Co Cust Serp Ac FBO William Lloyd

EIN 13-3283802 • New York, NY • 18 filings • 7 plans

B Strauss Assoc307 5th Ave # Fl8New York, NY 10016-6517
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,391,252

2016 Contributions

$12,500

Historical Graphs

Total Assets Over Time

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

$1,669,261$834,631$0199920082015YearValue
$1,391,252Latest year 2015

Participants Over Time

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

420199920072015YearValue
3Latest year 2015

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
201610$0$12,500-
Fmt Co Cust Serp Ac FBO William Lloyd-0$0$12,500-
201513$1,391,252$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-3$1,391,252$20,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
201413$1,669,261$18,215$6,072iApproximate average salary by contribution assumption: employee only about $151,792 at 4% or $101,194 at 6%; with 50% employer match about $101,194 at 4% or $67,463 at 6%; with 100% employer match about $75,896 at 4% or $50,597 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-3$1,669,261$18,215$6,072iApproximate average salary by contribution assumption: employee only about $151,792 at 4% or $101,194 at 6%; with 50% employer match about $101,194 at 4% or $67,463 at 6%; with 100% employer match about $75,896 at 4% or $50,597 at 6%.
201313$1,625,187$25,625$8,542iApproximate average salary by contribution assumption: employee only about $213,542 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-3$1,625,187$25,625$8,542iApproximate average salary by contribution assumption: employee only about $213,542 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%.
201213$1,459,471$23,496$7,832iApproximate average salary by contribution assumption: employee only about $195,800 at 4% or $130,533 at 6%; with 50% employer match about $130,533 at 4% or $87,022 at 6%; with 100% employer match about $97,900 at 4% or $65,267 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-3$1,459,471$23,496$7,832iApproximate average salary by contribution assumption: employee only about $195,800 at 4% or $130,533 at 6%; with 50% employer match about $130,533 at 4% or $87,022 at 6%; with 100% employer match about $97,900 at 4% or $65,267 at 6%.
201113$1,370,930$20,600$6,867iApproximate average salary by contribution assumption: employee only about $171,667 at 4% or $114,444 at 6%; with 50% employer match about $114,444 at 4% or $76,296 at 6%; with 100% employer match about $85,833 at 4% or $57,222 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-3$1,370,930$20,600$6,867iApproximate average salary by contribution assumption: employee only about $171,667 at 4% or $114,444 at 6%; with 50% employer match about $114,444 at 4% or $76,296 at 6%; with 100% employer match about $85,833 at 4% or $57,222 at 6%.
201013$1,341,291$24,980$8,327iApproximate average salary by contribution assumption: employee only about $208,167 at 4% or $138,778 at 6%; with 50% employer match about $138,778 at 4% or $92,519 at 6%; with 100% employer match about $104,083 at 4% or $69,389 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-3$1,341,291$24,980$8,327iApproximate average salary by contribution assumption: employee only about $208,167 at 4% or $138,778 at 6%; with 50% employer match about $138,778 at 4% or $92,519 at 6%; with 100% employer match about $104,083 at 4% or $69,389 at 6%.
200914$1,321,067$25,172$6,293iApproximate average salary by contribution assumption: employee only about $157,325 at 4% or $104,883 at 6%; with 50% employer match about $104,883 at 4% or $69,922 at 6%; with 100% employer match about $78,663 at 4% or $52,442 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$1,321,067$25,172$6,293iApproximate average salary by contribution assumption: employee only about $157,325 at 4% or $104,883 at 6%; with 50% employer match about $104,883 at 4% or $69,922 at 6%; with 100% employer match about $78,663 at 4% or $52,442 at 6%.
200814$1,200,267$0-
Fmt Co Cust Serp Ac FBO William Lloyd-4$1,200,267--
200714$1,461,166$19,963$4,991iApproximate average salary by contribution assumption: employee only about $124,769 at 4% or $83,179 at 6%; with 50% employer match about $83,179 at 4% or $55,453 at 6%; with 100% employer match about $62,384 at 4% or $41,590 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$1,461,166$19,963$4,991iApproximate average salary by contribution assumption: employee only about $124,769 at 4% or $83,179 at 6%; with 50% employer match about $83,179 at 4% or $55,453 at 6%; with 100% employer match about $62,384 at 4% or $41,590 at 6%.
200614$1,346,863$19,315$4,829iApproximate average salary by contribution assumption: employee only about $120,719 at 4% or $80,479 at 6%; with 50% employer match about $80,479 at 4% or $53,653 at 6%; with 100% employer match about $60,359 at 4% or $40,240 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$1,346,863$19,315$4,829iApproximate average salary by contribution assumption: employee only about $120,719 at 4% or $80,479 at 6%; with 50% employer match about $80,479 at 4% or $53,653 at 6%; with 100% employer match about $60,359 at 4% or $40,240 at 6%.
200514$1,146,048$18,874$4,719iApproximate average salary by contribution assumption: employee only about $117,963 at 4% or $78,642 at 6%; with 50% employer match about $78,642 at 4% or $52,428 at 6%; with 100% employer match about $58,981 at 4% or $39,321 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$1,146,048$18,874$4,719iApproximate average salary by contribution assumption: employee only about $117,963 at 4% or $78,642 at 6%; with 50% employer match about $78,642 at 4% or $52,428 at 6%; with 100% employer match about $58,981 at 4% or $39,321 at 6%.
200414$1,101,211$20,263$5,066iApproximate average salary by contribution assumption: employee only about $126,644 at 4% or $84,429 at 6%; with 50% employer match about $84,429 at 4% or $56,286 at 6%; with 100% employer match about $63,322 at 4% or $42,215 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$1,101,211$20,263$5,066iApproximate average salary by contribution assumption: employee only about $126,644 at 4% or $84,429 at 6%; with 50% employer match about $84,429 at 4% or $56,286 at 6%; with 100% employer match about $63,322 at 4% or $42,215 at 6%.
200314$1,002,857$23,625$5,906iApproximate average salary by contribution assumption: employee only about $147,656 at 4% or $98,438 at 6%; with 50% employer match about $98,438 at 4% or $65,625 at 6%; with 100% employer match about $73,828 at 4% or $49,219 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$1,002,857$23,625$5,906iApproximate average salary by contribution assumption: employee only about $147,656 at 4% or $98,438 at 6%; with 50% employer match about $98,438 at 4% or $65,625 at 6%; with 100% employer match about $73,828 at 4% or $49,219 at 6%.
200214$835,970$23,259$5,815iApproximate average salary by contribution assumption: employee only about $145,369 at 4% or $96,913 at 6%; with 50% employer match about $96,913 at 4% or $64,608 at 6%; with 100% employer match about $72,684 at 4% or $48,456 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$835,970$23,259$5,815iApproximate average salary by contribution assumption: employee only about $145,369 at 4% or $96,913 at 6%; with 50% employer match about $96,913 at 4% or $64,608 at 6%; with 100% employer match about $72,684 at 4% or $48,456 at 6%.
200114$912,866$20,522$5,131iApproximate average salary by contribution assumption: employee only about $128,263 at 4% or $85,508 at 6%; with 50% employer match about $85,508 at 4% or $57,006 at 6%; with 100% employer match about $64,131 at 4% or $42,754 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$912,866$20,522$5,131iApproximate average salary by contribution assumption: employee only about $128,263 at 4% or $85,508 at 6%; with 50% employer match about $85,508 at 4% or $57,006 at 6%; with 100% employer match about $64,131 at 4% or $42,754 at 6%.
200014$0$0-
Fmt Co Cust Serp Ac FBO William Lloyd-4---
199914$920,613$17,608$4,402iApproximate average salary by contribution assumption: employee only about $110,050 at 4% or $73,367 at 6%; with 50% employer match about $73,367 at 4% or $48,911 at 6%; with 100% employer match about $55,025 at 4% or $36,683 at 6%.
Fmt Co Cust Serp Ac FBO William Lloyd-4$920,613$17,608$4,402iApproximate average salary by contribution assumption: employee only about $110,050 at 4% or $73,367 at 6%; with 50% employer match about $73,367 at 4% or $48,911 at 6%; with 100% employer match about $55,025 at 4% or $36,683 at 6%.