Hughes & Scalise PC
Plan context: Streamline Cxo Retirement Plan
EIN 20-1076249 • Birmingham, AL • 16 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,657,323
2024 Contributions
$9,745
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 | 0 | $0 | $9,745 | - |
| Streamline Cxo Retirement Plan | - | 0 | $0 | $9,745 | - |
| 2023 | 1 | 15 | $1,657,323 | $65,873 | $4,392iApproximate average salary by contribution assumption: employee only about $109,788 at 4% or $73,192 at 6%; with 50% employer match about $73,192 at 4% or $48,795 at 6%; with 100% employer match about $54,894 at 4% or $36,596 at 6%. |
| Streamline Cxo Retirement Plan | - | 15 | $1,657,323 | $65,873 | $4,392iApproximate average salary by contribution assumption: employee only about $109,788 at 4% or $73,192 at 6%; with 50% employer match about $73,192 at 4% or $48,795 at 6%; with 100% employer match about $54,894 at 4% or $36,596 at 6%. |
| 2022 | 1 | 13 | $1,256,065 | $75,238 | $5,788iApproximate average salary by contribution assumption: employee only about $144,688 at 4% or $96,459 at 6%; with 50% employer match about $96,459 at 4% or $64,306 at 6%; with 100% employer match about $72,344 at 4% or $48,229 at 6%. |
| Streamline Cxo Retirement Plan | - | 13 | $1,256,065 | $75,238 | $5,788iApproximate average salary by contribution assumption: employee only about $144,688 at 4% or $96,459 at 6%; with 50% employer match about $96,459 at 4% or $64,306 at 6%; with 100% employer match about $72,344 at 4% or $48,229 at 6%. |
| 2021 | 1 | 13 | $1,670,501 | $77,351 | $5,950iApproximate average salary by contribution assumption: employee only about $148,752 at 4% or $99,168 at 6%; with 50% employer match about $99,168 at 4% or $66,112 at 6%; with 100% employer match about $74,376 at 4% or $49,584 at 6%. |
| Streamline Cxo Retirement Plan | - | 13 | $1,670,501 | $77,351 | $5,950iApproximate average salary by contribution assumption: employee only about $148,752 at 4% or $99,168 at 6%; with 50% employer match about $99,168 at 4% or $66,112 at 6%; with 100% employer match about $74,376 at 4% or $49,584 at 6%. |
| 2020 | 1 | 14 | $1,408,871 | $76,870 | $5,491iApproximate average salary by contribution assumption: employee only about $137,268 at 4% or $91,512 at 6%; with 50% employer match about $91,512 at 4% or $61,008 at 6%; with 100% employer match about $68,634 at 4% or $45,756 at 6%. |
| Streamline Cxo Retirement Plan | - | 14 | $1,408,871 | $76,870 | $5,491iApproximate average salary by contribution assumption: employee only about $137,268 at 4% or $91,512 at 6%; with 50% employer match about $91,512 at 4% or $61,008 at 6%; with 100% employer match about $68,634 at 4% or $45,756 at 6%. |
| 2019 | 1 | 13 | $1,096,114 | $74,137 | $5,703iApproximate average salary by contribution assumption: employee only about $142,571 at 4% or $95,047 at 6%; with 50% employer match about $95,047 at 4% or $63,365 at 6%; with 100% employer match about $71,286 at 4% or $47,524 at 6%. |
| Streamline Cxo Retirement Plan | - | 13 | $1,096,114 | $74,137 | $5,703iApproximate average salary by contribution assumption: employee only about $142,571 at 4% or $95,047 at 6%; with 50% employer match about $95,047 at 4% or $63,365 at 6%; with 100% employer match about $71,286 at 4% or $47,524 at 6%. |
| 2018 | 1 | 12 | $879,826 | $58,853 | $4,904iApproximate average salary by contribution assumption: employee only about $122,610 at 4% or $81,740 at 6%; with 50% employer match about $81,740 at 4% or $54,494 at 6%; with 100% employer match about $61,305 at 4% or $40,870 at 6%. |
| Streamline Cxo Retirement Plan | - | 12 | $879,826 | $58,853 | $4,904iApproximate average salary by contribution assumption: employee only about $122,610 at 4% or $81,740 at 6%; with 50% employer match about $81,740 at 4% or $54,494 at 6%; with 100% employer match about $61,305 at 4% or $40,870 at 6%. |
| 2017 | 1 | 11 | $1,072,862 | $54,146 | $4,922iApproximate average salary by contribution assumption: employee only about $123,059 at 4% or $82,039 at 6%; with 50% employer match about $82,039 at 4% or $54,693 at 6%; with 100% employer match about $61,530 at 4% or $41,020 at 6%. |
| Streamline Cxo Retirement Plan | - | 11 | $1,072,862 | $54,146 | $4,922iApproximate average salary by contribution assumption: employee only about $123,059 at 4% or $82,039 at 6%; with 50% employer match about $82,039 at 4% or $54,693 at 6%; with 100% employer match about $61,530 at 4% or $41,020 at 6%. |
| 2016 | 1 | 12 | $910,962 | $50,411 | $4,201iApproximate average salary by contribution assumption: employee only about $105,023 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,677 at 6%; with 100% employer match about $52,511 at 4% or $35,008 at 6%. |
| Streamline Cxo Retirement Plan | - | 12 | $910,962 | $50,411 | $4,201iApproximate average salary by contribution assumption: employee only about $105,023 at 4% or $70,015 at 6%; with 50% employer match about $70,015 at 4% or $46,677 at 6%; with 100% employer match about $52,511 at 4% or $35,008 at 6%. |
| 2015 | 1 | 14 | $811,331 | $38,343 | $2,739iApproximate average salary by contribution assumption: employee only about $68,470 at 4% or $45,646 at 6%; with 50% employer match about $45,646 at 4% or $30,431 at 6%; with 100% employer match about $34,235 at 4% or $22,823 at 6%. |
| Streamline Cxo Retirement Plan | - | 14 | $811,331 | $38,343 | $2,739iApproximate average salary by contribution assumption: employee only about $68,470 at 4% or $45,646 at 6%; with 50% employer match about $45,646 at 4% or $30,431 at 6%; with 100% employer match about $34,235 at 4% or $22,823 at 6%. |
| 2014 | 1 | 13 | $787,821 | $35,003 | $2,693iApproximate average salary by contribution assumption: employee only about $67,313 at 4% or $44,876 at 6%; with 50% employer match about $44,876 at 4% or $29,917 at 6%; with 100% employer match about $33,657 at 4% or $22,438 at 6%. |
| Streamline Cxo Retirement Plan | - | 13 | $787,821 | $35,003 | $2,693iApproximate average salary by contribution assumption: employee only about $67,313 at 4% or $44,876 at 6%; with 50% employer match about $44,876 at 4% or $29,917 at 6%; with 100% employer match about $33,657 at 4% or $22,438 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| BETTER BUSINESS SOLUTIONS RETIREMENT PLAN | - | 0 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| BETTER BUSINESS SOLUTIONS, INC. RETIREMENT PLAN | - | 7 | - | - | - |
| 2006 | 1 | 5 | $361,053 | $42,558 | $8,512iApproximate average salary by contribution assumption: employee only about $212,790 at 4% or $141,860 at 6%; with 50% employer match about $141,860 at 4% or $94,573 at 6%; with 100% employer match about $106,395 at 4% or $70,930 at 6%. |
| BETTER BUSINESS SOLUTIONS, INC. RETIREMENT PLAN | - | 5 | $361,053 | $42,558 | $8,512iApproximate average salary by contribution assumption: employee only about $212,790 at 4% or $141,860 at 6%; with 50% employer match about $141,860 at 4% or $94,573 at 6%; with 100% employer match about $106,395 at 4% or $70,930 at 6%. |
| 2005 | 1 | 4 | $280,363 | $56,624 | $14,156iApproximate average salary by contribution assumption: employee only about $353,900 at 4% or $235,933 at 6%; with 50% employer match about $235,933 at 4% or $157,289 at 6%; with 100% employer match about $176,950 at 4% or $117,967 at 6%. |
| BETTER BUSINESS SOLUTIONS, INC. RETIREMENT PLAN | - | 4 | $280,363 | $56,624 | $14,156iApproximate average salary by contribution assumption: employee only about $353,900 at 4% or $235,933 at 6%; with 50% employer match about $235,933 at 4% or $157,289 at 6%; with 100% employer match about $176,950 at 4% or $117,967 at 6%. |
| 2004 | 1 | 4 | $309,135 | $281,621 | $70,405iApproximate average salary by contribution assumption: employee only about $1,760,131 at 4% or $1,173,421 at 6%; with 50% employer match about $1,173,421 at 4% or $782,281 at 6%; with 100% employer match about $880,066 at 4% or $586,710 at 6%. |
| BETTER BUSINESS SOLUTIONS, INC. RETIREMENT PLAN | - | 4 | $309,135 | $281,621 | $70,405iApproximate average salary by contribution assumption: employee only about $1,760,131 at 4% or $1,173,421 at 6%; with 50% employer match about $1,173,421 at 4% or $782,281 at 6%; with 100% employer match about $880,066 at 4% or $586,710 at 6%. |