Civic Intelligence

Performance Equity Management LLC

Plan context: Performance Equity Management LLC 401(K) Plan

EIN 13-4162590 • Greenwich, CT • 21 filings • 2 plans

Two Pickwick PlazaSuite310Greenwich, CT 06830-5424
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$25,388,141

2025 Contributions

$1,778,864

Historical Graphs

Total Assets Over Time

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

$25,388,141$12,694,071$0200520152025YearValue
$25,388,141Latest year 2025

Participants Over Time

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

38190200520152025YearValue
35Latest 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
2025135$25,388,141$1,778,864$50,825iApproximate average salary by contribution assumption: employee only about $1,270,617 at 4% or $847,078 at 6%; with 50% employer match about $847,078 at 4% or $564,719 at 6%; with 100% employer match about $635,309 at 4% or $423,539 at 6%.
Performance Equity Management LLC 401(K) Plan-35$25,388,141$1,778,864$50,825iApproximate average salary by contribution assumption: employee only about $1,270,617 at 4% or $847,078 at 6%; with 50% employer match about $847,078 at 4% or $564,719 at 6%; with 100% employer match about $635,309 at 4% or $423,539 at 6%.
2024138$21,171,377$1,375,896$36,208iApproximate average salary by contribution assumption: employee only about $905,195 at 4% or $603,463 at 6%; with 50% employer match about $603,463 at 4% or $402,309 at 6%; with 100% employer match about $452,597 at 4% or $301,732 at 6%.
Performance Equity Management LLC 401(K) Plan-38$21,171,377$1,375,896$36,208iApproximate average salary by contribution assumption: employee only about $905,195 at 4% or $603,463 at 6%; with 50% employer match about $603,463 at 4% or $402,309 at 6%; with 100% employer match about $452,597 at 4% or $301,732 at 6%.
2023132$17,872,791$1,256,163$39,255iApproximate average salary by contribution assumption: employee only about $981,377 at 4% or $654,252 at 6%; with 50% employer match about $654,252 at 4% or $436,168 at 6%; with 100% employer match about $490,689 at 4% or $327,126 at 6%.
Performance Equity Management LLC 401(K) Plan-32$17,872,791$1,256,163$39,255iApproximate average salary by contribution assumption: employee only about $981,377 at 4% or $654,252 at 6%; with 50% employer match about $654,252 at 4% or $436,168 at 6%; with 100% employer match about $490,689 at 4% or $327,126 at 6%.
2022134$14,743,968$1,108,297$32,597iApproximate average salary by contribution assumption: employee only about $814,924 at 4% or $543,283 at 6%; with 50% employer match about $543,283 at 4% or $362,189 at 6%; with 100% employer match about $407,462 at 4% or $271,641 at 6%.
Performance Equity Management LLC 401(K) Plan-34$14,743,968$1,108,297$32,597iApproximate average salary by contribution assumption: employee only about $814,924 at 4% or $543,283 at 6%; with 50% employer match about $543,283 at 4% or $362,189 at 6%; with 100% employer match about $407,462 at 4% or $271,641 at 6%.
2021129$16,824,243$1,038,496$35,810iApproximate average salary by contribution assumption: employee only about $895,255 at 4% or $596,837 at 6%; with 50% employer match about $596,837 at 4% or $397,891 at 6%; with 100% employer match about $447,628 at 4% or $298,418 at 6%.
Performance Equity Management LLC 401(K) Plan-29$16,824,243$1,038,496$35,810iApproximate average salary by contribution assumption: employee only about $895,255 at 4% or $596,837 at 6%; with 50% employer match about $596,837 at 4% or $397,891 at 6%; with 100% employer match about $447,628 at 4% or $298,418 at 6%.
2020132$14,069,139$1,062,928$33,217iApproximate average salary by contribution assumption: employee only about $830,413 at 4% or $553,608 at 6%; with 50% employer match about $553,608 at 4% or $369,072 at 6%; with 100% employer match about $415,206 at 4% or $276,804 at 6%.
Performance Equity Management LLC 401(K) Plan-32$14,069,139$1,062,928$33,217iApproximate average salary by contribution assumption: employee only about $830,413 at 4% or $553,608 at 6%; with 50% employer match about $553,608 at 4% or $369,072 at 6%; with 100% employer match about $415,206 at 4% or $276,804 at 6%.
2019133$13,194,379$988,365$29,950iApproximate average salary by contribution assumption: employee only about $748,761 at 4% or $499,174 at 6%; with 50% employer match about $499,174 at 4% or $332,783 at 6%; with 100% employer match about $374,381 at 4% or $249,587 at 6%.
Performance Equity Management LLC 401(K) Plan-33$13,194,379$988,365$29,950iApproximate average salary by contribution assumption: employee only about $748,761 at 4% or $499,174 at 6%; with 50% employer match about $499,174 at 4% or $332,783 at 6%; with 100% employer match about $374,381 at 4% or $249,587 at 6%.
2018130$10,787,949$922,261$30,742iApproximate average salary by contribution assumption: employee only about $768,551 at 4% or $512,367 at 6%; with 50% employer match about $512,367 at 4% or $341,578 at 6%; with 100% employer match about $384,275 at 4% or $256,184 at 6%.
Performance Equity Management LLC 401(K) Plan-30$10,787,949$922,261$30,742iApproximate average salary by contribution assumption: employee only about $768,551 at 4% or $512,367 at 6%; with 50% employer match about $512,367 at 4% or $341,578 at 6%; with 100% employer match about $384,275 at 4% or $256,184 at 6%.
2017131$10,828,514$947,077$30,551iApproximate average salary by contribution assumption: employee only about $763,772 at 4% or $509,181 at 6%; with 50% employer match about $509,181 at 4% or $339,454 at 6%; with 100% employer match about $381,886 at 4% or $254,591 at 6%.
Performance Equity Management LLC 401(K) Plan-31$10,828,514$947,077$30,551iApproximate average salary by contribution assumption: employee only about $763,772 at 4% or $509,181 at 6%; with 50% employer match about $509,181 at 4% or $339,454 at 6%; with 100% employer match about $381,886 at 4% or $254,591 at 6%.
2016133$8,704,286$916,746$27,780iApproximate average salary by contribution assumption: employee only about $694,505 at 4% or $463,003 at 6%; with 50% employer match about $463,003 at 4% or $308,669 at 6%; with 100% employer match about $347,252 at 4% or $231,502 at 6%.
Performance Equity Management LLC 401(K) Plan-33$8,704,286$916,746$27,780iApproximate average salary by contribution assumption: employee only about $694,505 at 4% or $463,003 at 6%; with 50% employer match about $463,003 at 4% or $308,669 at 6%; with 100% employer match about $347,252 at 4% or $231,502 at 6%.
2015133$7,757,250$828,615$25,110iApproximate average salary by contribution assumption: employee only about $627,739 at 4% or $418,492 at 6%; with 50% employer match about $418,492 at 4% or $278,995 at 6%; with 100% employer match about $313,869 at 4% or $209,246 at 6%.
Performance Equity Management LLC 401(K) Plan-33$7,757,250$828,615$25,110iApproximate average salary by contribution assumption: employee only about $627,739 at 4% or $418,492 at 6%; with 50% employer match about $418,492 at 4% or $278,995 at 6%; with 100% employer match about $313,869 at 4% or $209,246 at 6%.
2014126$8,021,484$926,628$35,640iApproximate average salary by contribution assumption: employee only about $890,988 at 4% or $593,992 at 6%; with 50% employer match about $593,992 at 4% or $395,995 at 6%; with 100% employer match about $445,494 at 4% or $296,996 at 6%.
Performance Equity Management LLC 401(K) Plan-26$8,021,484$926,628$35,640iApproximate average salary by contribution assumption: employee only about $890,988 at 4% or $593,992 at 6%; with 50% employer match about $593,992 at 4% or $395,995 at 6%; with 100% employer match about $445,494 at 4% or $296,996 at 6%.
2013131$7,339,242$883,698$28,506iApproximate average salary by contribution assumption: employee only about $712,660 at 4% or $475,106 at 6%; with 50% employer match about $475,106 at 4% or $316,738 at 6%; with 100% employer match about $356,330 at 4% or $237,553 at 6%.
Performance Equity Management LLC 401(K) Plan-31$7,339,242$883,698$28,506iApproximate average salary by contribution assumption: employee only about $712,660 at 4% or $475,106 at 6%; with 50% employer match about $475,106 at 4% or $316,738 at 6%; with 100% employer match about $356,330 at 4% or $237,553 at 6%.
2012128$5,528,988$769,306$27,475iApproximate average salary by contribution assumption: employee only about $686,880 at 4% or $457,920 at 6%; with 50% employer match about $457,920 at 4% or $305,280 at 6%; with 100% employer match about $343,440 at 4% or $228,960 at 6%.
Performance Equity Management LLC 401(K) Plan-28$5,528,988$769,306$27,475iApproximate average salary by contribution assumption: employee only about $686,880 at 4% or $457,920 at 6%; with 50% employer match about $457,920 at 4% or $305,280 at 6%; with 100% employer match about $343,440 at 4% or $228,960 at 6%.
2011130$4,549,835$830,814$27,694iApproximate average salary by contribution assumption: employee only about $692,345 at 4% or $461,563 at 6%; with 50% employer match about $461,563 at 4% or $307,709 at 6%; with 100% employer match about $346,173 at 4% or $230,782 at 6%.
Performance Equity Management LLC 401(K) Plan-30$4,549,835$830,814$27,694iApproximate average salary by contribution assumption: employee only about $692,345 at 4% or $461,563 at 6%; with 50% employer match about $461,563 at 4% or $307,709 at 6%; with 100% employer match about $346,173 at 4% or $230,782 at 6%.
2010125$4,006,117$777,236$31,089iApproximate average salary by contribution assumption: employee only about $777,236 at 4% or $518,157 at 6%; with 50% employer match about $518,157 at 4% or $345,438 at 6%; with 100% employer match about $388,618 at 4% or $259,079 at 6%.
Performance Equity Management LLC 401(K) Plan-25$4,006,117$777,236$31,089iApproximate average salary by contribution assumption: employee only about $777,236 at 4% or $518,157 at 6%; with 50% employer match about $518,157 at 4% or $345,438 at 6%; with 100% employer match about $388,618 at 4% or $259,079 at 6%.
2009128$2,710,603$729,340$26,048iApproximate average salary by contribution assumption: employee only about $651,196 at 4% or $434,131 at 6%; with 50% employer match about $434,131 at 4% or $289,421 at 6%; with 100% employer match about $325,598 at 4% or $217,065 at 6%.
Performance Equity Management LLC 401(K) Plan-28$2,710,603$729,340$26,048iApproximate average salary by contribution assumption: employee only about $651,196 at 4% or $434,131 at 6%; with 50% employer match about $434,131 at 4% or $289,421 at 6%; with 100% employer match about $325,598 at 4% or $217,065 at 6%.
2008125$1,512,855$672,306$26,892iApproximate average salary by contribution assumption: employee only about $672,306 at 4% or $448,204 at 6%; with 50% employer match about $448,204 at 4% or $298,803 at 6%; with 100% employer match about $336,153 at 4% or $224,102 at 6%.
Performance Equity Management LLC 401(K) Plan-25$1,512,855$672,306$26,892iApproximate average salary by contribution assumption: employee only about $672,306 at 4% or $448,204 at 6%; with 50% employer match about $448,204 at 4% or $298,803 at 6%; with 100% employer match about $336,153 at 4% or $224,102 at 6%.
2007124$1,608,805$598,644$24,944iApproximate average salary by contribution assumption: employee only about $623,588 at 4% or $415,725 at 6%; with 50% employer match about $415,725 at 4% or $277,150 at 6%; with 100% employer match about $311,794 at 4% or $207,863 at 6%.
Performance Equity Management LLC 401(K) Plan-24$1,608,805$598,644$24,944iApproximate average salary by contribution assumption: employee only about $623,588 at 4% or $415,725 at 6%; with 50% employer match about $415,725 at 4% or $277,150 at 6%; with 100% employer match about $311,794 at 4% or $207,863 at 6%.
2006120$893,456$559,847$27,992iApproximate average salary by contribution assumption: employee only about $699,809 at 4% or $466,539 at 6%; with 50% employer match about $466,539 at 4% or $311,026 at 6%; with 100% employer match about $349,904 at 4% or $233,270 at 6%.
Performance Equity Management LLC 401(K) Plan-20$893,456$559,847$27,992iApproximate average salary by contribution assumption: employee only about $699,809 at 4% or $466,539 at 6%; with 50% employer match about $466,539 at 4% or $311,026 at 6%; with 100% employer match about $349,904 at 4% or $233,270 at 6%.
2005118$246,457$238,436$13,246iApproximate average salary by contribution assumption: employee only about $331,161 at 4% or $220,774 at 6%; with 50% employer match about $220,774 at 4% or $147,183 at 6%; with 100% employer match about $165,581 at 4% or $110,387 at 6%.
Performance Equity Management LLC 401(K) Plan-18$246,457$238,436$13,246iApproximate average salary by contribution assumption: employee only about $331,161 at 4% or $220,774 at 6%; with 50% employer match about $220,774 at 4% or $147,183 at 6%; with 100% employer match about $165,581 at 4% or $110,387 at 6%.