Civic Intelligence

The Confidentiality Group

Plan context: The Confidentiality Group 401(K) Ps Plan

EIN 13-4151972 • East Hampton, NY • 16 filings • 1 plans

69 Bull PathEast Hampton, NY 11937
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,754,512

2024 Contributions

$99,442

Historical Graphs

Total Assets Over Time

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

$1,754,512$877,256$0200920172024YearValue
$1,754,512Latest year 2024

Participants Over Time

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

530200920172024YearValue
2Latest year 2024

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
202412$1,754,512$99,442$49,721iApproximate average salary by contribution assumption: employee only about $1,243,025 at 4% or $828,683 at 6%; with 50% employer match about $828,683 at 4% or $552,456 at 6%; with 100% employer match about $621,513 at 4% or $414,342 at 6%.
The Confidentiality Group 401(K) Ps Plan-2$1,754,512$99,442$49,721iApproximate average salary by contribution assumption: employee only about $1,243,025 at 4% or $828,683 at 6%; with 50% employer match about $828,683 at 4% or $552,456 at 6%; with 100% employer match about $621,513 at 4% or $414,342 at 6%.
202312$1,333,133$81,114$40,557iApproximate average salary by contribution assumption: employee only about $1,013,925 at 4% or $675,950 at 6%; with 50% employer match about $675,950 at 4% or $450,633 at 6%; with 100% employer match about $506,963 at 4% or $337,975 at 6%.
The Confidentiality Group 401(K) Ps Plan-2$1,333,133$81,114$40,557iApproximate average salary by contribution assumption: employee only about $1,013,925 at 4% or $675,950 at 6%; with 50% employer match about $675,950 at 4% or $450,633 at 6%; with 100% employer match about $506,963 at 4% or $337,975 at 6%.
202212$1,018,496$80,499$40,250iApproximate average salary by contribution assumption: employee only about $1,006,238 at 4% or $670,825 at 6%; with 50% employer match about $670,825 at 4% or $447,217 at 6%; with 100% employer match about $503,119 at 4% or $335,413 at 6%.
The Confidentiality Group 401(K) Ps Plan-2$1,018,496$80,499$40,250iApproximate average salary by contribution assumption: employee only about $1,006,238 at 4% or $670,825 at 6%; with 50% employer match about $670,825 at 4% or $447,217 at 6%; with 100% employer match about $503,119 at 4% or $335,413 at 6%.
202112$1,135,842$75,598$37,799iApproximate average salary by contribution assumption: employee only about $944,975 at 4% or $629,983 at 6%; with 50% employer match about $629,983 at 4% or $419,989 at 6%; with 100% employer match about $472,488 at 4% or $314,992 at 6%.
The Confidentiality Group 401(K) Ps Plan-2$1,135,842$75,598$37,799iApproximate average salary by contribution assumption: employee only about $944,975 at 4% or $629,983 at 6%; with 50% employer match about $629,983 at 4% or $419,989 at 6%; with 100% employer match about $472,488 at 4% or $314,992 at 6%.
202012$973,008$74,071$37,036iApproximate average salary by contribution assumption: employee only about $925,888 at 4% or $617,258 at 6%; with 50% employer match about $617,258 at 4% or $411,506 at 6%; with 100% employer match about $462,944 at 4% or $308,629 at 6%.
The Confidentiality Group 401(K) Ps Plan-2$973,008$74,071$37,036iApproximate average salary by contribution assumption: employee only about $925,888 at 4% or $617,258 at 6%; with 50% employer match about $617,258 at 4% or $411,506 at 6%; with 100% employer match about $462,944 at 4% or $308,629 at 6%.
201912$842,303$65,810$32,905iApproximate average salary by contribution assumption: employee only about $822,625 at 4% or $548,417 at 6%; with 50% employer match about $548,417 at 4% or $365,611 at 6%; with 100% employer match about $411,313 at 4% or $274,208 at 6%.
The Confidentiality Group 401(K) Ps Plan-2$842,303$65,810$32,905iApproximate average salary by contribution assumption: employee only about $822,625 at 4% or $548,417 at 6%; with 50% employer match about $548,417 at 4% or $365,611 at 6%; with 100% employer match about $411,313 at 4% or $274,208 at 6%.
201813$650,747$79,614$26,538iApproximate average salary by contribution assumption: employee only about $663,450 at 4% or $442,300 at 6%; with 50% employer match about $442,300 at 4% or $294,867 at 6%; with 100% employer match about $331,725 at 4% or $221,150 at 6%.
The Confidentiality Group 401(K) Ps Plan-3$650,747$79,614$26,538iApproximate average salary by contribution assumption: employee only about $663,450 at 4% or $442,300 at 6%; with 50% employer match about $442,300 at 4% or $294,867 at 6%; with 100% employer match about $331,725 at 4% or $221,150 at 6%.
201713$967,614$88,755$29,585iApproximate average salary by contribution assumption: employee only about $739,625 at 4% or $493,083 at 6%; with 50% employer match about $493,083 at 4% or $328,722 at 6%; with 100% employer match about $369,813 at 4% or $246,542 at 6%.
The Confidentiality Group 401(K) Ps Plan-3$967,614$88,755$29,585iApproximate average salary by contribution assumption: employee only about $739,625 at 4% or $493,083 at 6%; with 50% employer match about $493,083 at 4% or $328,722 at 6%; with 100% employer match about $369,813 at 4% or $246,542 at 6%.
201613$772,348$87,545$29,182iApproximate average salary by contribution assumption: employee only about $729,542 at 4% or $486,361 at 6%; with 50% employer match about $486,361 at 4% or $324,241 at 6%; with 100% employer match about $364,771 at 4% or $243,181 at 6%.
The Confidentiality Group 401(K) Ps Plan-3$772,348$87,545$29,182iApproximate average salary by contribution assumption: employee only about $729,542 at 4% or $486,361 at 6%; with 50% employer match about $486,361 at 4% or $324,241 at 6%; with 100% employer match about $364,771 at 4% or $243,181 at 6%.
201513$638,697$97,147$32,382iApproximate average salary by contribution assumption: employee only about $809,558 at 4% or $539,706 at 6%; with 50% employer match about $539,706 at 4% or $359,804 at 6%; with 100% employer match about $404,779 at 4% or $269,853 at 6%.
The Confidentiality Group 401(K) Ps Plan-3$638,697$97,147$32,382iApproximate average salary by contribution assumption: employee only about $809,558 at 4% or $539,706 at 6%; with 50% employer match about $539,706 at 4% or $359,804 at 6%; with 100% employer match about $404,779 at 4% or $269,853 at 6%.
201414$751,857$111,788$27,947iApproximate average salary by contribution assumption: employee only about $698,675 at 4% or $465,783 at 6%; with 50% employer match about $465,783 at 4% or $310,522 at 6%; with 100% employer match about $349,338 at 4% or $232,892 at 6%.
The Confidentiality Group 401(K) Ps Plan-4$751,857$111,788$27,947iApproximate average salary by contribution assumption: employee only about $698,675 at 4% or $465,783 at 6%; with 50% employer match about $465,783 at 4% or $310,522 at 6%; with 100% employer match about $349,338 at 4% or $232,892 at 6%.
201315$626,516$131,574$26,315iApproximate average salary by contribution assumption: employee only about $657,870 at 4% or $438,580 at 6%; with 50% employer match about $438,580 at 4% or $292,387 at 6%; with 100% employer match about $328,935 at 4% or $219,290 at 6%.
The Confidentiality Group 401(K) Ps Plan-5$626,516$131,574$26,315iApproximate average salary by contribution assumption: employee only about $657,870 at 4% or $438,580 at 6%; with 50% employer match about $438,580 at 4% or $292,387 at 6%; with 100% employer match about $328,935 at 4% or $219,290 at 6%.
201215$442,856$126,582$25,316iApproximate average salary by contribution assumption: employee only about $632,910 at 4% or $421,940 at 6%; with 50% employer match about $421,940 at 4% or $281,293 at 6%; with 100% employer match about $316,455 at 4% or $210,970 at 6%.
The Confidentiality Group 401(K) Ps Plan-5$442,856$126,582$25,316iApproximate average salary by contribution assumption: employee only about $632,910 at 4% or $421,940 at 6%; with 50% employer match about $421,940 at 4% or $281,293 at 6%; with 100% employer match about $316,455 at 4% or $210,970 at 6%.
201115$300,098$82,635$16,527iApproximate average salary by contribution assumption: employee only about $413,175 at 4% or $275,450 at 6%; with 50% employer match about $275,450 at 4% or $183,633 at 6%; with 100% employer match about $206,588 at 4% or $137,725 at 6%.
The Confidentiality Group 401(K) Ps Plan-5$300,098$82,635$16,527iApproximate average salary by contribution assumption: employee only about $413,175 at 4% or $275,450 at 6%; with 50% employer match about $275,450 at 4% or $183,633 at 6%; with 100% employer match about $206,588 at 4% or $137,725 at 6%.
201015$218,493$87,439$17,488iApproximate average salary by contribution assumption: employee only about $437,195 at 4% or $291,463 at 6%; with 50% employer match about $291,463 at 4% or $194,309 at 6%; with 100% employer match about $218,598 at 4% or $145,732 at 6%.
The Confidentiality Group 401(K) Ps Plan-5$218,493$87,439$17,488iApproximate average salary by contribution assumption: employee only about $437,195 at 4% or $291,463 at 6%; with 50% employer match about $291,463 at 4% or $194,309 at 6%; with 100% employer match about $218,598 at 4% or $145,732 at 6%.
200915$108,585$94,958$18,992iApproximate average salary by contribution assumption: employee only about $474,790 at 4% or $316,527 at 6%; with 50% employer match about $316,527 at 4% or $211,018 at 6%; with 100% employer match about $237,395 at 4% or $158,263 at 6%.
The Confidentiality Group 401(K) Ps Plan-5$108,585$94,958$18,992iApproximate average salary by contribution assumption: employee only about $474,790 at 4% or $316,527 at 6%; with 50% employer match about $316,527 at 4% or $211,018 at 6%; with 100% employer match about $237,395 at 4% or $158,263 at 6%.
The Confidentiality Group | EIN 13-4151972 | 2024 Form 5500 Company Profile