Civic Intelligence

Individual U. LLC

Plan context: Individual U. LLC Cash Balance Plan

EIN 20-0279911 • New York, NY • 15 filings • 2 plans

26 West 23rd St, FL 6New York, NY 10010
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$1,384,047

2019 Contributions

$207

Historical Graphs

Total Assets Over Time

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

$1,460,617$730,309$0201120152018YearValue
$1,384,047Latest year 2018

Participants Over Time

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

530201120152018YearValue
5Latest year 2018

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
201920$0$0-
Individual U. LLC Cash Balance Plan-0$0$0-
Individual U. LLC Retirement Plan-0$0$0-
201825$1,384,047$207$41iApproximate average salary by contribution assumption: employee only about $1,035 at 4% or $690 at 6%; with 50% employer match about $690 at 4% or $460 at 6%; with 100% employer match about $518 at 4% or $345 at 6%.
Individual U. LLC Cash Balance Plan-3$954,255$0-
Individual U. LLC Retirement Plan-5$429,792$207$41iApproximate average salary by contribution assumption: employee only about $1,035 at 4% or $690 at 6%; with 50% employer match about $690 at 4% or $460 at 6%; with 100% employer match about $518 at 4% or $345 at 6%.
201725$1,460,617$3,345$669iApproximate average salary by contribution assumption: employee only about $16,725 at 4% or $11,150 at 6%; with 50% employer match about $11,150 at 4% or $7,433 at 6%; with 100% employer match about $8,363 at 4% or $5,575 at 6%.
Individual U. LLC Cash Balance Plan-5$1,001,866$0-
Individual U. LLC Retirement Plan-4$458,751$3,345$836iApproximate average salary by contribution assumption: employee only about $20,906 at 4% or $13,938 at 6%; with 50% employer match about $13,938 at 4% or $9,292 at 6%; with 100% employer match about $10,453 at 4% or $6,969 at 6%.
201624$1,340,642$508,629$127,157iApproximate average salary by contribution assumption: employee only about $3,178,931 at 4% or $2,119,288 at 6%; with 50% employer match about $2,119,288 at 4% or $1,412,858 at 6%; with 100% employer match about $1,589,466 at 4% or $1,059,644 at 6%.
Individual U. LLC Cash Balance Plan-4$935,335$440,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
Individual U. LLC Retirement Plan-0$405,307$68,629-
201525$795,151$311,322$62,264iApproximate average salary by contribution assumption: employee only about $1,556,610 at 4% or $1,037,740 at 6%; with 50% employer match about $1,037,740 at 4% or $691,827 at 6%; with 100% employer match about $778,305 at 4% or $518,870 at 6%.
Individual U. LLC Cash Balance Plan-3$473,025$244,562$81,521iApproximate average salary by contribution assumption: employee only about $2,038,017 at 4% or $1,358,678 at 6%; with 50% employer match about $1,358,678 at 4% or $905,785 at 6%; with 100% employer match about $1,019,008 at 4% or $679,339 at 6%.
Individual U. LLC Retirement Plan-5$322,126$66,760$13,352iApproximate average salary by contribution assumption: employee only about $333,800 at 4% or $222,533 at 6%; with 50% employer match about $222,533 at 4% or $148,356 at 6%; with 100% employer match about $166,900 at 4% or $111,267 at 6%.
201424$509,587$318,644$79,661iApproximate average salary by contribution assumption: employee only about $1,991,525 at 4% or $1,327,683 at 6%; with 50% employer match about $1,327,683 at 4% or $885,122 at 6%; with 100% employer match about $995,763 at 4% or $663,842 at 6%.
Individual U. LLC Retirement Plan-4$269,236$78,293$19,573iApproximate average salary by contribution assumption: employee only about $489,331 at 4% or $326,221 at 6%; with 50% employer match about $326,221 at 4% or $217,481 at 6%; with 100% employer match about $244,666 at 4% or $163,110 at 6%.
Individual U. LLC Cash Balance Plan-2$240,351$240,351$120,176iApproximate average salary by contribution assumption: employee only about $3,004,388 at 4% or $2,002,925 at 6%; with 50% employer match about $2,002,925 at 4% or $1,335,283 at 6%; with 100% employer match about $1,502,194 at 4% or $1,001,463 at 6%.
201313$190,925$64,491$21,497iApproximate average salary by contribution assumption: employee only about $537,425 at 4% or $358,283 at 6%; with 50% employer match about $358,283 at 4% or $238,856 at 6%; with 100% employer match about $268,713 at 4% or $179,142 at 6%.
Individual U. LLC Retirement Plan-3$190,925$64,491$21,497iApproximate average salary by contribution assumption: employee only about $537,425 at 4% or $358,283 at 6%; with 50% employer match about $358,283 at 4% or $238,856 at 6%; with 100% employer match about $268,713 at 4% or $179,142 at 6%.
201213$126,423$63,677$21,226iApproximate average salary by contribution assumption: employee only about $530,642 at 4% or $353,761 at 6%; with 50% employer match about $353,761 at 4% or $235,841 at 6%; with 100% employer match about $265,321 at 4% or $176,881 at 6%.
Individual U. LLC Retirement Plan-3$126,423$63,677$21,226iApproximate average salary by contribution assumption: employee only about $530,642 at 4% or $353,761 at 6%; with 50% employer match about $353,761 at 4% or $235,841 at 6%; with 100% employer match about $265,321 at 4% or $176,881 at 6%.
201113$62,742$62,742$20,914iApproximate average salary by contribution assumption: employee only about $522,850 at 4% or $348,567 at 6%; with 50% employer match about $348,567 at 4% or $232,378 at 6%; with 100% employer match about $261,425 at 4% or $174,283 at 6%.
Individual U. LLC Retirement Plan-3$62,742$62,742$20,914iApproximate average salary by contribution assumption: employee only about $522,850 at 4% or $348,567 at 6%; with 50% employer match about $348,567 at 4% or $232,378 at 6%; with 100% employer match about $261,425 at 4% or $174,283 at 6%.