Structured Portfolio Management LLC
Plan context: Structured Portfolio Management LLC Cash Balance Pension Plan and Trust
EIN 13-3939664 • Stamford, CT • 26 filings • 4 plans
Current Snapshot
Latest Year
2019
2019 Participants
11
2019 Assets
$4,649,194
2019 Contributions
$1,342,605
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 0 | $0 | $0 | - |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 0 | $0 | - | - |
| 2018 | 2 | 11 | $4,649,194 | $1,342,605 | $122,055iApproximate average salary by contribution assumption: employee only about $3,051,375 at 4% or $2,034,250 at 6%; with 50% employer match about $2,034,250 at 4% or $1,356,167 at 6%; with 100% employer match about $1,525,688 at 4% or $1,017,125 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 11 | $4,649,194 | - | - |
| Structured Portfolio Management LLC 401(K) Plan | - | 0 | $0 | $1,342,605 | - |
| 2017 | 2 | 53 | $20,971,578 | $1,773,754 | $33,467iApproximate average salary by contribution assumption: employee only about $836,676 at 4% or $557,784 at 6%; with 50% employer match about $557,784 at 4% or $371,856 at 6%; with 100% employer match about $418,338 at 4% or $278,892 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 53 | $13,707,475 | $1,773,754 | $33,467iApproximate average salary by contribution assumption: employee only about $836,676 at 4% or $557,784 at 6%; with 50% employer match about $557,784 at 4% or $371,856 at 6%; with 100% employer match about $418,338 at 4% or $278,892 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 25 | $7,264,103 | - | - |
| 2016 | 2 | 57 | $19,374,788 | $1,339,403 | $23,498iApproximate average salary by contribution assumption: employee only about $587,457 at 4% or $391,638 at 6%; with 50% employer match about $391,638 at 4% or $261,092 at 6%; with 100% employer match about $293,729 at 4% or $195,819 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 57 | $11,768,654 | $1,339,403 | $23,498iApproximate average salary by contribution assumption: employee only about $587,457 at 4% or $391,638 at 6%; with 50% employer match about $391,638 at 4% or $261,092 at 6%; with 100% employer match about $293,729 at 4% or $195,819 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 33 | $7,606,134 | - | - |
| 2015 | 2 | 51 | $17,995,029 | $4,284,872 | $84,017iApproximate average salary by contribution assumption: employee only about $2,100,427 at 4% or $1,400,285 at 6%; with 50% employer match about $1,400,285 at 4% or $933,523 at 6%; with 100% employer match about $1,050,214 at 4% or $700,142 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 51 | $10,659,552 | $2,077,732 | $40,740iApproximate average salary by contribution assumption: employee only about $1,018,496 at 4% or $678,997 at 6%; with 50% employer match about $678,997 at 4% or $452,665 at 6%; with 100% employer match about $509,248 at 4% or $339,499 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 39 | $7,335,477 | $2,207,140 | $56,593iApproximate average salary by contribution assumption: employee only about $1,414,833 at 4% or $943,222 at 6%; with 50% employer match about $943,222 at 4% or $628,815 at 6%; with 100% employer match about $707,417 at 4% or $471,611 at 6%. |
| 2014 | 2 | 48 | $14,727,685 | $3,172,848 | $66,101iApproximate average salary by contribution assumption: employee only about $1,652,525 at 4% or $1,101,683 at 6%; with 50% employer match about $1,101,683 at 4% or $734,456 at 6%; with 100% employer match about $826,263 at 4% or $550,842 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 48 | $8,973,339 | $1,544,333 | $32,174iApproximate average salary by contribution assumption: employee only about $804,340 at 4% or $536,227 at 6%; with 50% employer match about $536,227 at 4% or $357,484 at 6%; with 100% employer match about $402,170 at 4% or $268,113 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 36 | $5,754,346 | $1,628,515 | $45,237iApproximate average salary by contribution assumption: employee only about $1,130,913 at 4% or $753,942 at 6%; with 50% employer match about $753,942 at 4% or $502,628 at 6%; with 100% employer match about $565,457 at 4% or $376,971 at 6%. |
| 2013 | 2 | 46 | $11,747,575 | $2,992,488 | $65,054iApproximate average salary by contribution assumption: employee only about $1,626,352 at 4% or $1,084,235 at 6%; with 50% employer match about $1,084,235 at 4% or $722,823 at 6%; with 100% employer match about $813,176 at 4% or $542,117 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 46 | $7,721,998 | $1,585,063 | $34,458iApproximate average salary by contribution assumption: employee only about $861,447 at 4% or $574,298 at 6%; with 50% employer match about $574,298 at 4% or $382,865 at 6%; with 100% employer match about $430,724 at 4% or $287,149 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 39 | $4,025,577 | $1,407,425 | $36,088iApproximate average salary by contribution assumption: employee only about $902,196 at 4% or $601,464 at 6%; with 50% employer match about $601,464 at 4% or $400,976 at 6%; with 100% employer match about $451,098 at 4% or $300,732 at 6%. |
| 2012 | 2 | 46 | $8,236,218 | $3,353,892 | $72,911iApproximate average salary by contribution assumption: employee only about $1,822,767 at 4% or $1,215,178 at 6%; with 50% employer match about $1,215,178 at 4% or $810,119 at 6%; with 100% employer match about $911,384 at 4% or $607,589 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 46 | $5,629,012 | $1,954,672 | $42,493iApproximate average salary by contribution assumption: employee only about $1,062,322 at 4% or $708,214 at 6%; with 50% employer match about $708,214 at 4% or $472,143 at 6%; with 100% employer match about $531,161 at 4% or $354,107 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 34 | $2,607,206 | $1,399,220 | $41,154iApproximate average salary by contribution assumption: employee only about $1,028,838 at 4% or $685,892 at 6%; with 50% employer match about $685,892 at 4% or $457,261 at 6%; with 100% employer match about $514,419 at 4% or $342,946 at 6%. |
| 2011 | 2 | 34 | $4,595,070 | $2,212,854 | $65,084iApproximate average salary by contribution assumption: employee only about $1,627,099 at 4% or $1,084,732 at 6%; with 50% employer match about $1,084,732 at 4% or $723,155 at 6%; with 100% employer match about $813,549 at 4% or $542,366 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 34 | $3,418,070 | $1,035,854 | $30,466iApproximate average salary by contribution assumption: employee only about $761,657 at 4% or $507,772 at 6%; with 50% employer match about $507,772 at 4% or $338,514 at 6%; with 100% employer match about $380,829 at 4% or $253,886 at 6%. |
| Structured Portfolio Management LLC Cash Balance Pension Plan and Trust | - | 12 | $1,177,000 | $1,177,000 | $98,083iApproximate average salary by contribution assumption: employee only about $2,452,083 at 4% or $1,634,722 at 6%; with 50% employer match about $1,634,722 at 4% or $1,089,815 at 6%; with 100% employer match about $1,226,042 at 4% or $817,361 at 6%. |
| 2010 | 1 | 31 | $3,206,050 | $751,972 | $24,257iApproximate average salary by contribution assumption: employee only about $606,429 at 4% or $404,286 at 6%; with 50% employer match about $404,286 at 4% or $269,524 at 6%; with 100% employer match about $303,215 at 4% or $202,143 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 31 | $3,206,050 | $751,972 | $24,257iApproximate average salary by contribution assumption: employee only about $606,429 at 4% or $404,286 at 6%; with 50% employer match about $404,286 at 4% or $269,524 at 6%; with 100% employer match about $303,215 at 4% or $202,143 at 6%. |
| 2009 | 1 | 33 | $2,352,808 | $769,836 | $23,328iApproximate average salary by contribution assumption: employee only about $583,209 at 4% or $388,806 at 6%; with 50% employer match about $388,806 at 4% or $259,204 at 6%; with 100% employer match about $291,605 at 4% or $194,403 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 33 | $2,352,808 | $769,836 | $23,328iApproximate average salary by contribution assumption: employee only about $583,209 at 4% or $388,806 at 6%; with 50% employer match about $388,806 at 4% or $259,204 at 6%; with 100% employer match about $291,605 at 4% or $194,403 at 6%. |
| 2008 | 1 | 27 | $0 | $0 | - |
| Structured Portfolio Management LLC 401(K) Plan | - | 27 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| Structured Portfolio Management LLC 401(K) Plan | - | 23 | - | - | - |
| 2006 | 1 | 19 | $1,067,380 | $290,767 | $15,304iApproximate average salary by contribution assumption: employee only about $382,588 at 4% or $255,059 at 6%; with 50% employer match about $255,059 at 4% or $170,039 at 6%; with 100% employer match about $191,294 at 4% or $127,529 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 19 | $1,067,380 | $290,767 | $15,304iApproximate average salary by contribution assumption: employee only about $382,588 at 4% or $255,059 at 6%; with 50% employer match about $255,059 at 4% or $170,039 at 6%; with 100% employer match about $191,294 at 4% or $127,529 at 6%. |
| 2005 | 1 | 22 | $696,297 | $309,766 | $14,080iApproximate average salary by contribution assumption: employee only about $352,007 at 4% or $234,671 at 6%; with 50% employer match about $234,671 at 4% or $156,447 at 6%; with 100% employer match about $176,003 at 4% or $117,336 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 22 | $696,297 | $309,766 | $14,080iApproximate average salary by contribution assumption: employee only about $352,007 at 4% or $234,671 at 6%; with 50% employer match about $234,671 at 4% or $156,447 at 6%; with 100% employer match about $176,003 at 4% or $117,336 at 6%. |
| 2003 | 1 | 12 | $178,669 | $88,500 | $7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 12 | $178,669 | $88,500 | $7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%. |
| 2002 | 1 | 7 | $76,502 | $55,816 | $7,974iApproximate average salary by contribution assumption: employee only about $199,343 at 4% or $132,895 at 6%; with 50% employer match about $132,895 at 4% or $88,597 at 6%; with 100% employer match about $99,671 at 4% or $66,448 at 6%. |
| Structured Portfolio Management LLC 401(K) Plan | - | 7 | $76,502 | $55,816 | $7,974iApproximate average salary by contribution assumption: employee only about $199,343 at 4% or $132,895 at 6%; with 50% employer match about $132,895 at 4% or $88,597 at 6%; with 100% employer match about $99,671 at 4% or $66,448 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Structured Portfolio Management LLC 401(K) Plan | - | 5 | - | - | - |