Civic Intelligence

Lotteda Solutions LLC

Plan context: Marco-Gruen 401K Plan

EIN 20-0305118 • Niles, IL • 16 filings • 5 plans

6201 W. Howard StreetSuite 215Niles, IL 60714
Current Snapshot

Latest Year

2013

2013 Participants

5

2013 Assets

$1,874,225

2013 Contributions

$3,059

Historical Graphs

Total Assets Over Time

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

$2,083,532$1,041,766$0200320082012YearValue
$1,874,225Latest year 2012

Participants Over Time

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

1260200320082012YearValue
5Latest year 2012

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
201320$0$3,059-
Marco-Gruen 401K Plan-0$0$3,059-
LOTTEDA SOLUTIONS, LLC CASH BALANCE PENSION PLAN & TRUST-0$0--
201225$1,874,225$76,192$15,238iApproximate average salary by contribution assumption: employee only about $380,960 at 4% or $253,973 at 6%; with 50% employer match about $253,973 at 4% or $169,316 at 6%; with 100% employer match about $190,480 at 4% or $126,987 at 6%.
LOTTEDA SOLUTIONS, LLC CASH BALANCE PENSION PLAN & TRUST-5$1,122,593$0-
Marco-Gruen 401K Plan-5$751,632$76,192$15,238iApproximate average salary by contribution assumption: employee only about $380,960 at 4% or $253,973 at 6%; with 50% employer match about $253,973 at 4% or $169,316 at 6%; with 100% employer match about $190,480 at 4% or $126,987 at 6%.
201125$1,650,819$206,761$41,352iApproximate average salary by contribution assumption: employee only about $1,033,805 at 4% or $689,203 at 6%; with 50% employer match about $689,203 at 4% or $459,469 at 6%; with 100% employer match about $516,902 at 4% or $344,602 at 6%.
LOTTEDA SOLUTIONS, LLC CASH BALANCE PENSION PLAN & TRUST-5$1,035,820$123,989$24,798iApproximate average salary by contribution assumption: employee only about $619,945 at 4% or $413,297 at 6%; with 50% employer match about $413,297 at 4% or $275,531 at 6%; with 100% employer match about $309,973 at 4% or $206,648 at 6%.
Marco-Gruen 401K Plan-5$614,999$82,772$16,554iApproximate average salary by contribution assumption: employee only about $413,860 at 4% or $275,907 at 6%; with 50% employer match about $275,907 at 4% or $183,938 at 6%; with 100% employer match about $206,930 at 4% or $137,953 at 6%.
201025$1,429,714$280,133$56,027iApproximate average salary by contribution assumption: employee only about $1,400,665 at 4% or $933,777 at 6%; with 50% employer match about $933,777 at 4% or $622,518 at 6%; with 100% employer match about $700,333 at 4% or $466,888 at 6%.
LOTTEDA SOLUTIONS, LLC CASH BALANCE PENSION PLAN & TRUST-5$902,863$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Marco-Gruen 401K Plan-5$526,851$80,133$16,027iApproximate average salary by contribution assumption: employee only about $400,665 at 4% or $267,110 at 6%; with 50% employer match about $267,110 at 4% or $178,073 at 6%; with 100% employer match about $200,333 at 4% or $133,555 at 6%.
200925$1,066,002$365,263$73,053iApproximate average salary by contribution assumption: employee only about $1,826,315 at 4% or $1,217,543 at 6%; with 50% employer match about $1,217,543 at 4% or $811,696 at 6%; with 100% employer match about $913,158 at 4% or $608,772 at 6%.
LOTTEDA SOLUTIONS, LLC CASH BALANCE PENSION PLAN & TRUST-5$663,420$285,174$57,035iApproximate average salary by contribution assumption: employee only about $1,425,870 at 4% or $950,580 at 6%; with 50% employer match about $950,580 at 4% or $633,720 at 6%; with 100% employer match about $712,935 at 4% or $475,290 at 6%.
Marco-Gruen 401K Plan-5$402,582$80,089$16,018iApproximate average salary by contribution assumption: employee only about $400,445 at 4% or $266,963 at 6%; with 50% employer match about $266,963 at 4% or $177,976 at 6%; with 100% employer match about $200,223 at 4% or $133,482 at 6%.
200815$336,813$175,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
LOTTEDA SOLUTIONS, LLC CASH BALANCE PENSION PLAN & TRUST-5$336,813$175,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
200615$190,778$64,284$12,857iApproximate average salary by contribution assumption: employee only about $321,420 at 4% or $214,280 at 6%; with 50% employer match about $214,280 at 4% or $142,853 at 6%; with 100% employer match about $160,710 at 4% or $107,140 at 6%.
Marco-Gruen 401K Plan-5$190,778$64,284$12,857iApproximate average salary by contribution assumption: employee only about $321,420 at 4% or $214,280 at 6%; with 50% employer match about $214,280 at 4% or $142,853 at 6%; with 100% employer match about $160,710 at 4% or $107,140 at 6%.
200516$108,369$68,847$11,475iApproximate average salary by contribution assumption: employee only about $286,863 at 4% or $191,242 at 6%; with 50% employer match about $191,242 at 4% or $127,494 at 6%; with 100% employer match about $143,431 at 4% or $95,621 at 6%.
Marco-Gruen 401K Plan-6$108,369$68,847$11,475iApproximate average salary by contribution assumption: employee only about $286,863 at 4% or $191,242 at 6%; with 50% employer match about $191,242 at 4% or $127,494 at 6%; with 100% employer match about $143,431 at 4% or $95,621 at 6%.
200427$37,824$37,824$5,403iApproximate average salary by contribution assumption: employee only about $135,086 at 4% or $90,057 at 6%; with 50% employer match about $90,057 at 4% or $60,038 at 6%; with 100% employer match about $67,543 at 4% or $45,029 at 6%.
Marco-Gruen 401K Plan-7$37,824$37,824$5,403iApproximate average salary by contribution assumption: employee only about $135,086 at 4% or $90,057 at 6%; with 50% employer match about $90,057 at 4% or $60,038 at 6%; with 100% employer match about $67,543 at 4% or $45,029 at 6%.
Marco-Gruen 401K Plan-0---
2003112$2,083,532$31,163$2,597iApproximate average salary by contribution assumption: employee only about $64,923 at 4% or $43,282 at 6%; with 50% employer match about $43,282 at 4% or $28,855 at 6%; with 100% employer match about $32,461 at 4% or $21,641 at 6%.
Marco-Gruen 401K Plan-12$2,083,532$31,163$2,597iApproximate average salary by contribution assumption: employee only about $64,923 at 4% or $43,282 at 6%; with 50% employer match about $43,282 at 4% or $28,855 at 6%; with 100% employer match about $32,461 at 4% or $21,641 at 6%.