Citadel Capital Management Inc
Plan context: Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust
EIN 20-0021015 • Winter Park, FL • 13 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$616,565
2024 Contributions
$65,863
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 | 1 | 2 | $616,565 | $65,863 | $32,932iApproximate average salary by contribution assumption: employee only about $823,288 at 4% or $548,858 at 6%; with 50% employer match about $548,858 at 4% or $365,906 at 6%; with 100% employer match about $411,644 at 4% or $274,429 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $616,565 | $65,863 | $32,932iApproximate average salary by contribution assumption: employee only about $823,288 at 4% or $548,858 at 6%; with 50% employer match about $548,858 at 4% or $365,906 at 6%; with 100% employer match about $411,644 at 4% or $274,429 at 6%. |
| 2023 | 1 | 2 | $496,351 | $71,079 | $35,540iApproximate average salary by contribution assumption: employee only about $888,488 at 4% or $592,325 at 6%; with 50% employer match about $592,325 at 4% or $394,883 at 6%; with 100% employer match about $444,244 at 4% or $296,163 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $496,351 | $71,079 | $35,540iApproximate average salary by contribution assumption: employee only about $888,488 at 4% or $592,325 at 6%; with 50% employer match about $592,325 at 4% or $394,883 at 6%; with 100% employer match about $444,244 at 4% or $296,163 at 6%. |
| 2022 | 1 | 2 | $369,875 | $51,423 | $25,712iApproximate average salary by contribution assumption: employee only about $642,788 at 4% or $428,525 at 6%; with 50% employer match about $428,525 at 4% or $285,683 at 6%; with 100% employer match about $321,394 at 4% or $214,263 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $369,875 | $51,423 | $25,712iApproximate average salary by contribution assumption: employee only about $642,788 at 4% or $428,525 at 6%; with 50% employer match about $428,525 at 4% or $285,683 at 6%; with 100% employer match about $321,394 at 4% or $214,263 at 6%. |
| 2021 | 1 | 2 | $387,551 | $49,295 | $24,648iApproximate average salary by contribution assumption: employee only about $616,188 at 4% or $410,792 at 6%; with 50% employer match about $410,792 at 4% or $273,861 at 6%; with 100% employer match about $308,094 at 4% or $205,396 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $387,551 | $49,295 | $24,648iApproximate average salary by contribution assumption: employee only about $616,188 at 4% or $410,792 at 6%; with 50% employer match about $410,792 at 4% or $273,861 at 6%; with 100% employer match about $308,094 at 4% or $205,396 at 6%. |
| 2020 | 1 | 2 | $303,525 | $49,983 | $24,992iApproximate average salary by contribution assumption: employee only about $624,788 at 4% or $416,525 at 6%; with 50% employer match about $416,525 at 4% or $277,683 at 6%; with 100% employer match about $312,394 at 4% or $208,263 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $303,525 | $49,983 | $24,992iApproximate average salary by contribution assumption: employee only about $624,788 at 4% or $416,525 at 6%; with 50% employer match about $416,525 at 4% or $277,683 at 6%; with 100% employer match about $312,394 at 4% or $208,263 at 6%. |
| 2019 | 1 | 2 | $219,187 | $48,724 | $24,362iApproximate average salary by contribution assumption: employee only about $609,050 at 4% or $406,033 at 6%; with 50% employer match about $406,033 at 4% or $270,689 at 6%; with 100% employer match about $304,525 at 4% or $203,017 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 2 | $219,187 | $48,724 | $24,362iApproximate average salary by contribution assumption: employee only about $609,050 at 4% or $406,033 at 6%; with 50% employer match about $406,033 at 4% or $270,689 at 6%; with 100% employer match about $304,525 at 4% or $203,017 at 6%. |
| 2018 | 1 | 1 | $135,666 | $29,342 | $29,342iApproximate average salary by contribution assumption: employee only about $733,550 at 4% or $489,033 at 6%; with 50% employer match about $489,033 at 4% or $326,022 at 6%; with 100% employer match about $366,775 at 4% or $244,517 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $135,666 | $29,342 | $29,342iApproximate average salary by contribution assumption: employee only about $733,550 at 4% or $489,033 at 6%; with 50% employer match about $489,033 at 4% or $326,022 at 6%; with 100% employer match about $366,775 at 4% or $244,517 at 6%. |
| 2017 | 1 | 1 | $115,205 | $29,080 | $29,080iApproximate average salary by contribution assumption: employee only about $727,000 at 4% or $484,667 at 6%; with 50% employer match about $484,667 at 4% or $323,111 at 6%; with 100% employer match about $363,500 at 4% or $242,333 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $115,205 | $29,080 | $29,080iApproximate average salary by contribution assumption: employee only about $727,000 at 4% or $484,667 at 6%; with 50% employer match about $484,667 at 4% or $323,111 at 6%; with 100% employer match about $363,500 at 4% or $242,333 at 6%. |
| 2016 | 1 | 1 | $70,709 | $28,280 | $28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%. |
| Citadel Capital Management Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $70,709 | $28,280 | $28,280iApproximate average salary by contribution assumption: employee only about $707,000 at 4% or $471,333 at 6%; with 50% employer match about $471,333 at 4% or $314,222 at 6%; with 100% employer match about $353,500 at 4% or $235,667 at 6%. |
| 2015 | 1 | 1 | $38,040 | $38,847 | $38,847iApproximate average salary by contribution assumption: employee only about $971,175 at 4% or $647,450 at 6%; with 50% employer match about $647,450 at 4% or $431,633 at 6%; with 100% employer match about $485,588 at 4% or $323,725 at 6%. |
| Citadel Capital Management Inc 401 K Profit Sharing Plan Trust | - | 1 | $38,040 | $38,847 | $38,847iApproximate average salary by contribution assumption: employee only about $971,175 at 4% or $647,450 at 6%; with 50% employer match about $647,450 at 4% or $431,633 at 6%; with 100% employer match about $485,588 at 4% or $323,725 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| Citadel Capital Managaement Inc 401(K) Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Citadel Capital Management Inc 401 K Profit Sharing Plan Trust | - | 0 | - | - | - |
| 2005 | 1 | 3 | $147,361 | $168,455 | $56,152iApproximate average salary by contribution assumption: employee only about $1,403,792 at 4% or $935,861 at 6%; with 50% employer match about $935,861 at 4% or $623,907 at 6%; with 100% employer match about $701,896 at 4% or $467,931 at 6%. |
| Citadel Capital Management Inc 401 K Profit Sharing Plan Trust | - | 3 | $147,361 | $168,455 | $56,152iApproximate average salary by contribution assumption: employee only about $1,403,792 at 4% or $935,861 at 6%; with 50% employer match about $935,861 at 4% or $623,907 at 6%; with 100% employer match about $701,896 at 4% or $467,931 at 6%. |