Civic Intelligence

Cleo Enterprises LLC

Plan context: Cleo Enterprises LLC Cash Balance Plan

EIN 20-0917060 • San Clemente, CA • 15 filings • 6 plans

34 Calle CastilloSan Clemente, CA 92673
Current Snapshot

Latest Year

2015

2015 Participants

18

2015 Assets

$3,097,536

2015 Contributions

$3,066

Historical Graphs

Total Assets Over Time

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

$3,097,536$1,548,768$0200820112014YearValue
$3,097,536Latest year 2014

Participants Over Time

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

19100200720112014YearValue
18Latest year 2014

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
201510$0$3,066-
Cleo Enterprises LLC Cash Balance Plan-0$0$3,066-
2014318$3,097,536$459,902$25,550iApproximate average salary by contribution assumption: employee only about $638,753 at 4% or $425,835 at 6%; with 50% employer match about $425,835 at 4% or $283,890 at 6%; with 100% employer match about $319,376 at 4% or $212,918 at 6%.
CLEO ENTERPRISES LLC 401K PLAN-18$2,238,252$239,748$13,319iApproximate average salary by contribution assumption: employee only about $332,983 at 4% or $221,989 at 6%; with 50% employer match about $221,989 at 4% or $147,993 at 6%; with 100% employer match about $166,492 at 4% or $110,994 at 6%.
Cleo Enterprises LLC Cash Balance Plan-18$859,284$220,154$12,231iApproximate average salary by contribution assumption: employee only about $305,769 at 4% or $203,846 at 6%; with 50% employer match about $203,846 at 4% or $135,898 at 6%; with 100% employer match about $152,885 at 4% or $101,923 at 6%.
CLEO ENTERPRISES LLC 401(K) PLAN-0$0--
2013219$2,586,971$480,873$25,309iApproximate average salary by contribution assumption: employee only about $632,728 at 4% or $421,818 at 6%; with 50% employer match about $421,818 at 4% or $281,212 at 6%; with 100% employer match about $316,364 at 4% or $210,909 at 6%.
CLEO ENTERPRISES LLC 401K PLAN-19$1,959,395$270,873$14,256iApproximate average salary by contribution assumption: employee only about $356,412 at 4% or $237,608 at 6%; with 50% employer match about $237,608 at 4% or $158,405 at 6%; with 100% employer match about $178,206 at 4% or $118,804 at 6%.
Cleo Enterprises LLC Cash Balance Plan-17$627,576$210,000$12,353iApproximate average salary by contribution assumption: employee only about $308,824 at 4% or $205,882 at 6%; with 50% employer match about $205,882 at 4% or $137,255 at 6%; with 100% employer match about $154,412 at 4% or $102,941 at 6%.
2012219$1,998,764$440,764$23,198iApproximate average salary by contribution assumption: employee only about $579,953 at 4% or $386,635 at 6%; with 50% employer match about $386,635 at 4% or $257,757 at 6%; with 100% employer match about $289,976 at 4% or $193,318 at 6%.
CLEO ENTERPRISES LLC 401K PLAN-19$1,588,766$240,764$12,672iApproximate average salary by contribution assumption: employee only about $316,795 at 4% or $211,196 at 6%; with 50% employer match about $211,196 at 4% or $140,798 at 6%; with 100% employer match about $158,397 at 4% or $105,598 at 6%.
Cleo Enterprises LLC Cash Balance Plan-18$409,998$200,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
2011318$1,400,859$505,827$28,102iApproximate average salary by contribution assumption: employee only about $702,538 at 4% or $468,358 at 6%; with 50% employer match about $468,358 at 4% or $312,239 at 6%; with 100% employer match about $351,269 at 4% or $234,179 at 6%.
CLEO ENTERPRISES LLC 401K PLAN-18$1,200,859$75,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
Cleo Enterprises LLC Cash Balance Plan-15$200,000$200,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
CLEO ENTERPRISES LLC-0$0$230,827-
2010114$925,933$253,057$18,076iApproximate average salary by contribution assumption: employee only about $451,888 at 4% or $301,258 at 6%; with 50% employer match about $301,258 at 4% or $200,839 at 6%; with 100% employer match about $225,944 at 4% or $150,629 at 6%.
CLEO ENTERPRISES LLC 401 K PROFIT SHARING PLAN TRUST-14$925,933$253,057$18,076iApproximate average salary by contribution assumption: employee only about $451,888 at 4% or $301,258 at 6%; with 50% employer match about $301,258 at 4% or $200,839 at 6%; with 100% employer match about $225,944 at 4% or $150,629 at 6%.
2009113$615,830$240,606$18,508iApproximate average salary by contribution assumption: employee only about $462,704 at 4% or $308,469 at 6%; with 50% employer match about $308,469 at 4% or $205,646 at 6%; with 100% employer match about $231,352 at 4% or $154,235 at 6%.
CLEO ENTERPRISES LLC-13$615,830$240,606$18,508iApproximate average salary by contribution assumption: employee only about $462,704 at 4% or $308,469 at 6%; with 50% employer match about $308,469 at 4% or $205,646 at 6%; with 100% employer match about $231,352 at 4% or $154,235 at 6%.
2008113$257,513$230,542$17,734iApproximate average salary by contribution assumption: employee only about $443,350 at 4% or $295,567 at 6%; with 50% employer match about $295,567 at 4% or $197,044 at 6%; with 100% employer match about $221,675 at 4% or $147,783 at 6%.
CLEO ENTERPRISES LLC 401K PROFIT SHARING PLAN & TRUST-13$257,513$230,542$17,734iApproximate average salary by contribution assumption: employee only about $443,350 at 4% or $295,567 at 6%; with 50% employer match about $295,567 at 4% or $197,044 at 6%; with 100% employer match about $221,675 at 4% or $147,783 at 6%.
2007110$0$0-
CLEO ENTERPRISES LLC 401K PROFIT SHARING PLAN & TRUST-10---